Prospect Research and Portfolio Management Manager

Why join our team With a mission that spans the globe the USO provides a rewarding and fulfilling work environment Our team is exceptional and we offer generous paid time off including volunteer days and military leave We have a remarkable 401k match comprehensive benefits and opportunities for training and education reimbursement Our team members are passionate about putting the mission first and we have a lot of fun while doing it Working for the USO isnt just a job its a calling and we believe in doing what you love and loving what you do Dont take our word for it The external Great Place To Work survey found that The USO is a Certified Great Place to Work 2025 202696 feel good about the ways we contribute to the community94 are proud to tell others they work here92 feel their work has special meaning this is not just a job91 feel that when you join the company you are made to feel welcome92 feel people here are treated fairly regardless of their race88 feel people here are treated fairly regardless of their genderThe Prospect Research & Portfolio Management Manager is responsible for providing prospect research portfolio management data analysis pipeline reporting and related policy and procedural training for a specific group of fundraisers in support of the USOs Major Gifts and Corporate fundraising initiatives Principal Duties and Responsibilities Essential Duties Prospect Research Conduct proactive and responsive research on individuals corporations foundations and other entities in support of the USOs fundraising efforts in line with internal policies and proceduresProvide fundraisers and support staff training research strategy and best practices in support of donor qualification cultivation and solicitation efforts Serve as project lead andor collaborate with teammates on research projects throughout the yearPrepare high quality donor and prospect briefings including event bios meeting briefs and leadership profiles tailored to specific cultivation solicitation and stewardship objectivesConfigure review and route substantive news alerts and philanthropic leads to fundraisers Proactively identify qualify and recommend new prospective donors through data analysis external research tools and philanthropic intelligence with an emphasis on major and leadership level givingProspect Assignments and Portfolio Management Review assignment requests and action them in line with internal policies and proceduresProvide fundraisers and support staff training on how and when to request assignments Proactively develop analyze and monitor fundraiser portfolios to ensure appropriate size composition capacity alignment and optimization relative to fundraising goals and pipeline coverageFacilitate scheduled and impromptu portfolio consultation meetings with fundraisers to ensure portfolio information and assignments are up to date and reflected accurately in the Salesforce CRM Aid in implementation of moves management processes and reporting to ensure prospects and donors move efficiently and effectively through the fundraising cycleMonitor portfolio health and performance identify under managed or misaligned prospects and recommend strategic rebalancing upgrades or transitions to maximize fundraiser effectivenessData Analysis Review and analyze portfolio prospect and donor data utilizing pivot tables data modeling tools and analytical methods to deliver actionable insights portfolio health assessments and strategic intelligence to fundraising teams and actionable insightsPerform fundraising data analysisanalytics methodologies including Recency Frequency Monetary RFM scoring donor capacity ratings and predictive modeling to support prospect qualification portfolio optimization upgrade identification and pipeline prioritization demonstrated proficiency with diverse fundraising data and research systems such as Kindsight Candid Relationship Science and LexisNexis and apply insights from these systems to drive proactive prospect identification and strategic portfolio developmentPipeline Reporting Review pipeline reports for accuracy and ensure all planned solicitations are reflected in the Salesforce CRMIdentify opportunities for improving pipeline processes and reporting for the purpose of accurately forecasting fundraising revenueProvide fundraisers and support staff training on how and when to add opportunities to the Salesforce CRM Partner proactively with fundraisers to support opportunity strategy validate ask readiness and ensure pipeline entries reflect realistic probability timing and revenue expectationsOther duties as assignedJob Specifications minimum Knowledge Skills Abilities and Behaviors necessary to perform the job successfully Equivalent combination of education and experience is acceptable Bachelors Degree in a broad array of study areas preferred5 years work experience in a development or fundraising role specifically expertise in Prospect Management and Tracking principles and methods Relevant experience in a not for profit military multicultural andor global organization preferredSkill in applying technical knowledge of donor database and CRM technologies including Salesforce Strong interpersonal and problem solving skills Ability to interact with USO Leadership the general public and military audiences at a variety of levels with integrity and professionalismDemonstrated ability to exercise sound judgment related to controversial andor culturally sensitive subjects Ability to handle confidential information with tact and poiseWorking knowledge of basic business and data analysis functions including pivot tables and project management Demonstrated initiativeself motivation with the ability to quickly and easily adapt to changing organizational needsProficiency using computers and electronic equipment Working knowledge of various software applications and programs including but not limited to Microsoft Office suiteAbility to obtain and maintain proper credentials necessary to access USO Center locations and facilities including but not limited to security credit andor background screening SOFA status valid drivers licenseMust be a strong advocate of the USOs missionDetails This position is located in Arlington VA Preference will be given to local candidates within commuting distance to the locationResume and cover letter are required for full considerationBackground check education criminal and driving requiredThe statements contained herein describe the scope of the responsibility and essential functions of this position but should not be considered to be an all inclusive listing of work requirements Individuals may perform other duties as assigned including work in other areas to cover absences or relief to equalize peak work periods or otherwise balance the workloadIf thats not enough to convince you here are some direct quotes from employees The organization truly cares about the people who work hereI have been with the USO for 4 years and have consistently been able to grow in my knowledge and position It is a fun place to work and my worklife balance is manageable The way the organization has handled COVID has been top notch I never felt fearful that I would lose my job or be put in a situation where I did not feel safe The benefits are great PTO and 401k matching are top levelThere is great consideration given and extended in the following areas organizational core values for all work life balance impact we can actually see and even experience as a staff member the feeling of making an impact is priceless autonomy with respect to current position within the organizationEveryone is friendly and easy to talk to We collaborate well together and share ideas and interests to create fun activities for our overall goal in the community I couldnt think of a better organization to work forThe mission alone provides a positive and meaningful purpose where people should want to work and be a part of Most of the people who work for the USO and volunteer for the USO have giving hearts and want to make a difference This also makes the organization a place where people would want to workThe mission and opportunities to make a Difference are amazing There is no doubt that the USO is one of the most forward facing frontline serving nonprofits that I know oftheUSO Apply today Join the mission Join Team USO