Strategic Research & Portfolio Lead

U.S. Naval Academy Foundation; Annapolis (MD); On-site; USD 67,000 - 84,000; Full time

Benefits offered by this job

Bonus program

Medical, dental, vision benefits

FSA available

HSA available

403(b) retirement plan with employer匹配

Paid time off (PTO) 22 days/year

Holidays 14 days/year

Group life insurance

Disability insurance (short and long)

Job summary

The U.S. Naval Academy Alumni Association & Foundation in Annapolis, MD, is hiring a full-time Assistant Director, Research & Portfolio Management to advance data-driven donor strategy and portfolio performance.

You will partner with frontline fundraisers and leadership to optimize prospect development and resource alignment. Reporting to the Director, you will develop dashboards, oversee research quality, and guide engagement planning.

Qualifications

• Bachelor's degree or equivalent experience.
• 3–5+ years in prospect research, fundraising analytics, or advancement services.
• Proficiency in segmentation, data mining, and screening tools.
• Ability to manipulate, analyze, and synthesize data.
• Strong collaboration, analytical, problem-solving, and communication skills.
• Proficiency in Microsoft Office; Power BI and Canva helpful.
• Knowledge of prospect research tools: LexisNexis, Donor Search, iWave, Candid, etc.
• Adherence to prospect research standards and ethics.

Responsibilities

• Oversee donor tracking, quarterly portfolio reviews, and pipeline development.
• Build and maintain a robust pool of prospective donors across principal, major, planned, and leadership giving.
• Monitor portfolio health indicators and advise on improvements to fundraiser performance.
• Adjust portfolios to prioritize high-priority prospects and align with capacity and priorities.
• Support moves management and strategy adjustments; reassign prospects as needed.
• Develop top prospect lists for regular strategy sessions and leadership reviews.
• Serve as a resource for CRM, EverTrue, and future platforms.
• Produce research profiles and briefing materials for senior leadership and volunteers.

Skills

Analytical skills

Communication skills

Cross-team collaboration

Data interpretation

Education

Bachelor's degree

Tools

Excel

Power BI

Word

LexisNexis

Donor Search

iWave

Candid

Job description

The U.S. Naval Academy Alumni Association & Foundation in Annapolis, MD, is hiring a full-time Assistant Director, Research & Portfolio Management to advance data-driven donor strategy and portfolio performance.

You will partner with frontline fundraisers and leadership to optimize prospect development and resource alignment. Reporting to the Director, you will develop dashboards, oversee research quality, and guide engagement planning.