Assistant Director of Portfolio Management

Assistant Director of Portfolio Management

University of Illinois Chicago

The University of Illinois Chicago invites applications for the position of Assistant Director of Portfolio Management. This position will support the fundraising initiatives of the Office of the Vice Chancellor for Advancement (OVCA) by providing information services and prospect management which includes data entry and maintenance, report generation and distribution, and proactive prospecting activities. The assistant director will utilize prospect screening tools and collaborate with the prospect research team to maintain and improve the quality and depth of the suspect pool and overall prospect pipeline for UIC.

As a top research institute, a leading healthcare provider, and one of the most ethnically and culturally diverse universities in the country, UIC is paving the way for how modern, urban, global public education should work.  We are, and have been since our earliest days, dedicated to opening doors and clearing hurdles to provide an outstanding education to bright and ambitious students, no matter what. 

The Office of the Vice Chancellor for Advancement connects the vision and passion of UIC’s alumni, friends, faculty, staff, and corporations and foundations, with the pieces of our mission most meaningful to them.  We help donors create the impact they envision, whether it be scholarship for a promising student seeking a life-changing education, funding for researchers working to discover new knowledge in a particular arena or support for a university-community collaboration that will anchor stronger, healthier societies. 

DUTIES AND RESPONSIBILITIES:

• Assist the Director in auditing and enforcing prospect assignments, management, and tracking policies among development officers and senior leadership.
• Assist the Director in the preparation, execution, and follow-up of bi-annual portfolio reviews and provide bi-weekly auditing reporting to front-line fundraisers.
• Safeguard data integrity and manage issues that arise from the need for data consistency.
• Assist the Director to generate and distribute regular and ad-hoc reports for senior leadership and front-line fundraisers which are used to set goals, manage prospects, build portfolios and, in general, support a metrics-driven prospect management system.
• Work closely with the prospect research team to manage and execute requests and projects for frontline fundraisers and senior leadership.
• Identify new potential prospects through existing pipeline development strategies.
• Conduct scheduled audits in the TED database to identify and correct data errors that will affect portfolio reporting.
• Complete data entry and file preparation with an attention to detail and ability to resolve subtle discrepancies in information.

MINIMUM QUALIFICATIONS

• Must possess a minimum of a bachelor’s degree and/or foreign equivalent.
• A minimum of 2 years of development services, prospect management, prospect research, or related experience required; 3-5 years preferred.
• Demonstrated experience of understanding data storage, information management and data information governance.
• A working knowledge of MS Office suite, especially MS Excel and MS Access.
• Experience with customer relationships management systems (CRM) and document imaging systems. Experience with Blackbaud products preferred.
• Possess a working knowledge of how to retrieve data from simple and complex systems.
• Communicate effectively in writing and orally with a wide range of individuals at the organization.
• A strong understanding of the role prospect management and how it supports the efforts of a fundraising organization.
• Be able to analyze data quickly and present it in an accessible and understandable format.
• Ability to maintain confidentiality of sensitive information.
• Ability to keep track of and meet deadlines and work independently, take initiative, and manage multiple tasks and projects.

TO APPLY, PLEASE GO DIRECTLY TO THE UIC JOB BOARD:  https://uic.csod.com/ux/ats/careersite/1/home/requisition/2728?c=uic .

FOR FULLEST CONSIDERATION PLEASE APPLY BY May 26, 2023.  RESUME AND COVER LETTER REQUIRED. Compensation is competitive and commensurate with experience.  UIC also offers a comprehensive benefits package.

The University of Illinois at Chicago is an Equal Opportunity, Affirmative Action employer. Minorities, women, veterans and individuals with disabilities are encouraged to apply.

The University of Illinois may conduct background checks on all job candidates upon acceptance of a contingent offer. Background checks will be performed in compliance with the Fair Credit Reporting Act.

The University of Illinois System requires candidates selected for hire to disclose any documented finding of sexual misconduct or sexual harassment and to authorize inquiries to current and former employers regarding findings of sexual misconduct or sexual harassment. For more information, visit https://www.hr.uillinois.edu/cms/One.aspx?portalId=4292&pageId=1411899

University of Illinois faculty, staff and students are required to be fully vaccinated against COVID-19. If you are not able to receive the vaccine for medical or religious reasons, you may seek approval for an exemption in accordance with applicable University processes.