Portfolio Strategy Analyst

Auburn University, United States

Updated: 16 days ago
Location: Auburn, ALABAMA
Deadline: ;

Position Details
Position Information


Requisition Number S3433P
Home Org Name Portfolio Strategy (Orgn: 104091)
Division Name Senior VP, Advancement
Position Title Portfolio Strategy Analyst
Job Class Code OA54
Appointment Status Full-time
Part-time FTE
Limited Term No
Limited Term Length
Job Summary
Auburn Advancement is excited to begin the search for a Portfolio Strategy Analyst to join the team! The Portfolio Strategy Analyst serves as a key partner to colleges and units in regards to prospect strategy, research, and analysis. Ensures excellence in service to fundraisers in pipeline development and portfolio management including training and communication.
Why Should YOU Choose Auburn University?
  • Auburn University was named a “Best in Alabama” employer by Forbes! Our employee longevity speaks for itself, with employees staying an average of ten years.
  • Competitive state benefits including retirement plan vesting at 10 years of service, generous leave accrual, and parental leave opportunity.
  • Auburn University tuition assistance for yourself and your dependents. Employees can take 15 hours of classes for free, and dependents receive a 50% tuition waiver.


It’s a Lifestyle: The Auburn/Opelika area is a page right out of Southern Living magazine with an idyllic small-town feel, perfecting a unique balance between a close-knit community and driving consistent growth and development. Paralleling the exponential growth of Auburn University, the Auburn/Opelika area boasts services and amenities that cater to any interest. We’re proud of our top school systems, city services, award-winning restaurants, and the infectious spirit of life in a college town. You can find us nestled halfway between the beach and the mountains in a lower-cost-of-living area, two hours outside of Atlanta or Birmingham. If you’re new to Auburn, we’d love to introduce you. If you’re already acquainted with Auburn, we’ll keep it simple: it’s time to come home!
Our Commitment: Auburn University is committed to a diverse and inclusive campus environment. Visit auburn.edu/inclusion to learn more about our commitment to expanding equity and inclusion for all.
Essential Functions
  • Serves as a strategic partner for assigned units and development officers. Collaborates with assigned development officers to fully comprehend and gain thorough knowledge and understanding of priorities, development officer portfolios, and short and long term prospect goals.
  • Conducts quarterly pipeline meetings with all assigned development officers to facilitate strategic conversations regarding the management of prospects, pipeline development and portfolio strength.
  • Manages and updates within the fundraiser performance management (FPM) related to development officer portfolio and relationship manager assignments.
  • Assists institution in the development, management, and tracking of fundraising goals and metrics.
  • Identifies, qualifies, rates, and assigns major gift prospects to development officers in support of fundraising goals and objectives.
  • Partners with data analytics staff to identify prospects and refine portfolios.
  • Drives a consistent approach to research and prospect management across units through regular communication with unit leadership and staff, ongoing training, and alignment with Advancement priorities.
  • Provides training and database support to development officers on research resources and policies. Assesses unit training needs and develops individualized training plans.

Minimum Qualifications


Minimum Qualifications
  • Bachelors degree
  • 5 years of experience in data maintenance, reporting, and research.

Minimum Skills, License, and Certifications


Minimum Skills and Abilities
  • Knowledge of the prospect management best practices and processes.
  • Knowledge of fundraising practices.
  • Knowledge of prospect research and management, conducting research, analyzing information resources, and experience locating, analyzing, interpreting, and synthesizing biographical, business, and financial data from an array of online print resources.
  • Proficiency with data management, building complex data queries and prospect segmentation.
  • Understanding philanthropy and donor cultivation process and experience working in a fundraising environment.
Minimum Technology Skills
  • Knowledge working with relational databases (Raiser’s Edge, Advance, Salesforce, Fundraising Performance Management), Microsoft Suite, and electronic screening tools.
Minimum License and Certifications

Desired Qualifications


Desired Qualifications
  • Self-starter, takes initiative, and can work independently as well as in a team environment
  • Excellent oral and written communication skills
  • High level of initiative and follow-through
  • Excellent memory for details
  • Ability to organize work, coordinate projects with others, manage multiple projects simultaneously, and meet and negotiate deadlines
  • Excellent research and analytical skills, including the ability to analyze and interpret business and financial data and information
  • Sound judgment, tact, and discretion in handling confidential information
  • Proficient with computers, database management, and highly skilled with internet searches
  • Proficient with productivity tools including Excel, Access, Word, and PowerPoint
  • Strong customer service skills

Posting Detail Information


Salary Range $43,500-$69,600
Job Category Auburn Advancement
Working Hours if Non-Traditional
City position is located in: Auburn
State position is located: AL
List any hazardous conditions or physical demands required by this position
Posting Date 02/22/2024
Closing Date
EEO Statement
Auburn University is committed to an inclusive and diverse campus environment. Women, underrepresented groups, individuals with disabilities and veterans are encouraged to apply.
AUBURN UNIVERSITY IS AN AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER. It is our policy to provide equal employment opportunities for all individuals without regard to race, sex, religion, color, national origin, age, disability, protected veteran status, genetic information, sexual orientation, gender identity, or any other classification protected by applicable law.
Special Instructions to Applicants
Quick Link for Internal Postings https://www.auemployment.com/postings/43653

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