Portfolio Specialist at Tulane University

Posted in Other 11 days ago.

Location: New Orleans, Louisiana





Job Description:

Portfolio SpecialistAdvancement - Associate VP Major Gifts

Location: New Orleans, LA

Summary

The Portfolio Specialist is a professional development position reporting to the Director of Portfolio Management. The position will be responsible for managing the portfolios of major and annual gift prospects for maximum performance. The position will collaborate with development officers in the schools and units within their assigned liaison areas. The position provides guidance to gift officers on portfolio management, goal setting, and collaboration to ensure effective and strategic movement through the fundraising pipeline. This position will also coordinate closely with the offices of Advancement including, but not limited to, Annual Fund, Major Gifts Program, Leadership Giving, AIS, and Office of Research and Analytics.

Required Qualifications

*Bachelor's Degree from an accredited university or college.*Minimum of two years direct research, development or transferable experience required. Transferable experience includes: database management, records management, prospect research and/or direct major gift fundraising. *Demonstrated understanding of major gifts fundraising and/or portfolio management.

Preferred Qualifications

*Commitment to the values of an institution of higher education*Knowledge of Tulane University


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