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,
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
- Work closely with the prospect research team to manage and
execute requests and projects for frontline fundraisers and senior
- Identify new potential prospects through existing pipeline
- 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
- Must possess a minimum of a bachelor’s degree and/or foreign
- A minimum of 2 years of development services, prospect
management, prospect research, or related experience required; 3-5
- Demonstrated experience of understanding data storage,
information management and data information governance.
- A working knowledge of MS Office suite, especially MS Excel and
- Experience with customer relationships management systems (CRM)
and document imaging systems. Experience with Blackbaud products
- 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
- Ability to keep track of and meet deadlines and work
independently, take initiative, and manage multiple tasks and
TO APPLY, PLEASE GO DIRECTLY TO THE UIC JOB
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
The University of Illinois at Chicago is an Equal
Opportunity, Affirmative Action employer. Minorities, women,
veterans and individuals with disabilities are encouraged to
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,
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