Associate Director, Portfolio Optimization

University Of Miami Miller School Of Medicine Coral Gables , FL 33134

Posted 3 months ago

Current Employees:

If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here to log in to Workday to use the internal application process. To learn how to apply for a faculty or staff position using the Career worklet, please review this tip sheet.

Where Excellence Meets Purpose

The University of Miami is among the top research universities and academic medical centers in the nation, and one of the largest private employers in South Florida.

With more than 16,000 faculty and staff, the University strives for excellence, and is driven by a powerful purpose to transform and impact the lives of its students, patients, members of the community, and people across the globe.

The University is committed to fostering a culture of belonging, where everyone feels valued and has the opportunity to add value. Through values of Diversity, Integrity, Responsibility, Excellence, Compassion, Creativity, and Teamwork (DIRECCT) the U community works together to create an environment driven by purpose, excellence, community, and service.

The University has been named on Forbes's Best Employers list for two consecutive years, and is the only university in Florida to receive this honor.

The University of Miami is considered among the top tier institutions of higher education in the U.S. for its academic excellence, superior medical care, and cutting-edge research. At the U, we are committed to attracting a talented work force to support our common purpose of transforming lives through teaching, research, innovation, and service.

Through our values of Diversity, Integrity, Responsibility, Excellence, Compassion, Creativity, and Teamwork (DIRECCT) we strive to create an environment where everyone contributes to making UM a great place to work. We are one of the largest private employers in Miami-Dade County; home to more than 16,000 faculty and staff from all over the world.

The Division of Development and Alumni Relations supports and promotes the mission, purpose, and priorities of the University of Miami through fundraising and engagement by building and nurturing strategic philanthropic relationships to improve and transform the lives of individuals and communities. We are committed to values central to the DivisionService, Gratitude, Trust, and Partnershipwhich guide our strategic thinking, decision-making, and day-to-day interaction with each other and our stakeholders.

General Overview:
The Associate Director, Portfolio Optimization is responsible for managing the prospect management and research efforts for organization prospects. This position works closely with the Department of Corporate and Foundations Relations (CFR) to define organization prospect management business rules and to identify and research prospects for solicitation.

Essential Responsibilities:

  • Define the business rules for managing organizational prospects in the Development database of record and create data integrity systems and user training protocol to support their implementation. Maintain documentation of data standards and business rules.

  • Establish a workflow with the CFR office to identify organizational prospects for fundraising priorities. Proactively manage and conduct research to assess likelihood of funding. When requested, attend meetings with faculty to gain a better understanding of research projects.

  • Provide regular reports to PRO and CFR Leadership on work output and findings.

  • Work closely with the CFR team to analyze and optimize team member portfolios according to standards that are jointly determined. Meet regularly with team members to review solicitations and prospects. Maintain an understanding of development officer goals and work to support the attainment of those goals.

  • Collaborate with Portfolio Optimization Analysts to assess and recommend foundation or organization prospects for individual gift officer portfolios.

  • Create and maintain dashboards and reports to support the prospect management efforts of the CFR team.

  • Produce research briefings and capacity assessments for corporate or foundation prospects.

  • Maintain advanced knowledge and understanding of the foundation community and grant making trends.

Additional Duties:

  • Provide input on the creation of fundraising projections based on knowledge of prospect and proposal pipelines.

  • Provide input on the creation of dashboards and reports for development officers and support staff.

  • Stay current on industry-wide best practices and trends; engage with and participate in team conversations to brainstorm new projects and processes to increase effectiveness and efficiency.

Qualifications:
Five years of relevant work experience and a Bachelor's degree are essential.

Strong interpersonal, organizational, analytical and communication (oral and written) skills in the English language is required. A well-developed sense of curiosity, ingenuity, perseverance and good judgment are critical. Strong logic and data management skills required.

Demonstrated ability to pay attention to detail, flexibility, discretion with confidential information; ability to work independently and as a member of a team, manage multiple tasks, meet deadlines and analyze information. Computer literacy, knowledge of Microsoft applications and experience working with a relational database required. Experience in grant management and foundation relations preferred.

The University of Miami is an Equal Opportunity Employer - Females/Minorities/Protected Veterans/Individuals with Disabilities are encouraged to apply. Applicants and employees are protected from discrimination based on certain categories protected by Federal law. Click here for additional information.

Job Status:

Full time

Employee Type:

Staff

Pay Grade:

c106



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The Analyst will review and recommend prospects for assignment, conduct research based on the status of the prospect (including refining capacity ranges), recommend ask amounts based on historic and external giving patterns and capacity, and ensure the prospects record is up to date with all demographic data and all prospect management data appropriate for the development stage. They will help the gift officer manage their solicitation pipeline and the achievement of their fundraising goals. Essential Duties: The Senior Portfolio Optimization Analyst will engage in the following activities and tasks: * Meet one-on-one with gift officers to review portfolios to identify gaps and opportunities. * Regularly review the prospect pipeline for assigned units to identify new prospects for inclusion in portfolios. Process assignment requests for assigned development officers. * Conduct stage-appropriate research to inform solicitation strategy decisions using both industry standard data sources and proprietary data and models. * Work with assigned development officers and their support staff to maintain the prospect record for core demographic data, including addresses, phone numbers, emails, employment and relationships. 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Job Status: Full time Employee Type: Staff Pay Grade: c105 University Of Miami Miller School Of Medicine Coral Gables FL

Associate Director, Portfolio Optimization

University Of Miami Miller School Of Medicine