Prospect Research & Portfolio Associate
Obama Foundation
Chicago, Illinois; Washington, D.C.; Remote
Anticipated Start Date: February 2025
Description
The Prospect Research & Portfolio Associate is the strategic partner of the frontline fundraiser, ensuring that fundraisers have an adequate pool of prospects and that prospects are being qualified, cultivated, solicited, and stewarded in line with the strategic goals of the Development team and the Obama Foundation.
You will maintain portfolio structure, analyze the movement of prospects through the solicitation cycle, prioritize prospects for outreach, proactively identify prospective donors, and respond to requests from frontline fundraisers. Duties include strategic portfolio analysis, moves management support, conducting donor research, providing capacity ratings and profiles on new prospects, and contributing to briefings for senior leadership.
Responsibilities
Pipeline Analysis: Manage and analyze frontline portfolios and prospect pipelines to verify that they align with strategic goals.
Moves Management: Schedule and facilitate regular meetings with frontline fundraisers to consult and strategize on prospect assignments, strategy, and tracking.
Monitoring and Tracking: Establish tracking systems for efficiency and prospect movement through fundraising stages.
Database Management: Create, manage, and update constituent records in the Salesforce database, maintaining a high level of data integrity. Assist with developing and implementing best practices and database processes.
Data and Insights: Provide gift officers with a strategy for key prospects and high-level data analysis for their strategic thinking.
Prospect Identification: Identify new prospects for major gift and principal gift portfolios.
Research: Conduct research for briefings as well as Research objects within Salesforce. Performs other duties as assigned.
Requirements
Required Qualifications
Minimum of three years of experience in donor research or related fields.
Ability to thrive in a fast-changing environment while juggling a high volume of work.
Ability to research donors and analyze results in a manner that shows critical thinking, creativity, curiosity, and resourcefulness.
Proficiency with various research techniques, including utilizing computerized databases for traditional periodical-based research, electronic wealth screening tools, general internet searches, and other sources such as foundation 990 forms, court records, real estate records, SEC filings, and census data.
Ability to analyze and interpret large volumes of data and uncover hidden trends.
Excellent communication skills, both verbal and written.
Excellent interpersonal and relationship-building skills and ability to function independently while working in a team-oriented environment.
Salary Range and Employee Benefits
The salary range for this role is between $59,755 and $74,670.
How to Apply for this Job
About the Organization
At the Obama Foundation, we are guided by a core belief: that ordinary people working together can change history. Our mission is to inspire those people to take action, empower them to change their world for the better, and connect them so they can achieve more together than they can alone. We were founded by community organizers, so when we seek change, we do it by bringing people together.
That approach begins at home, on the South Side of Chicago, where we are building the Obama Presidential Center. The Center represents a historic opportunity for Chicago: a chance to build a world-class museum and public gathering space that celebrates our nation’s first African American President and First Lady, steps away from where he began his career, where she was raised, and where—together—they made their home.
But that approach extends to all our work, whether it’s holding leadership training sessions in communities throughout the U.S., bringing local leaders together in countries around the world, working to support the global education of girls, or ensuring young men of color have pathways to opportunity. As President Obama has said, “we cannot solve the challenges of our time unless we solve them together.”
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