Senior Associate Director, Prospect Portfolio Strategy

Emory University; Atlanta (GA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Emory University, located in Atlanta, seeks a Senior Associate Director to lead strategy, portfolio reviews, and lead assignment for major gift fundraising. You will partner with development officers and leadership to optimize donor portfolios and advance engagement across university initiatives.

The role emphasizes data-driven decision making, governance of portfolio processes, and cross‑team collaboration to achieve fundraising goals while maintaining high standards of confidentiality and

Qualifications

• Bachelor's degree and at least four years of fundraising or prospect management experience.
• Strong interpersonal and problem-solving skills with attention to detail.
• Experience with CRM systems, data analysis, and reporting.

Responsibilities

• Assists in developing and executing overall strategy, design, training, portfolio management guidelines, and policies that increase the effectiveness of major gift fundraising objectives.
• Liaises with development officers to ensure portfolio reviews are executed consistently and portfolios are balanced by fundraising stage and donor potential.
• Leads strategic conversations with quantitative and qualitative analysis of prospect portfolios.
• Executes research-driven portfolio management and lead assignment programs to guide identification and assignment of major gift donors.
• Assists in developing the framework for portfolio review meetings, including purpose, strategy, data needs, and reporting materials.
• Collaborates with fundraising leadership to understand portfolio needs and implements solutions addressing moves management and fundraising strategies.
• Provides regular portfolio updates and ad-hoc reporting with Pipeline Optimization staff.
• Offers guidance on best practices for portfolio management and prospect tracking.
• Synthesizes and analyzes prospect data, conducts audits, and monitors data integrity to improve data quality.
• Performs related duties as assigned.

Skills

Portfolio management

Data analysis

CRM systems

Communication

Education

Bachelor's degree or equivalent

Tools

CRM software

Project management software

Spreadsheet tools

Job description

Emory University, located in Atlanta, seeks a Senior Associate Director to lead strategy, portfolio reviews, and lead assignment for major gift fundraising. You will partner with development officers and leadership to optimize donor portfolios and advance engagement across university initiatives.

The role emphasizes data-driven decision making, governance of portfolio processes, and cross‑team collaboration to achieve fundraising goals while maintaining high standards of confidentiality and