Associate Manager of Prospect Research & Portfolio Management

Title: Associate Manager of Prospect Research & Portfolio Management
Department: Development
Status: Exempt
Reports To: Director of Prospect Research and Portfolio Management
Positions Reporting To This Position: None
Location: Flexible (the employee may decide whether to work remotely and/or from an LCV office)
Travel Requirements: Up to 10%
Union Position: Yes
Job Classification Level C
Salary Range (depending on experience): $70,360 – $85,360 (effective April 1, 2024)

General Description:

LCV believes our earth is worth fighting for because everyone has a right to clean air, water, and a safe, healthy community. To ensure those rights are protected, we help people use their power to shape policy, hold politicians and polluters accountable, and influence elections.

For more than 50 years, LCV has grown into a potent political force for protecting our planet and everyone who inhabits it. We have built a powerful national movement with 30+ state affiliates, and grassroots and community organizing programs across the country.

LCV is hiring an Associate Manager (AM) of Prospect Research & Portfolio Management who will enhance our individual and institutional major gifts fundraising program. The AM is responsible for managing the portfolio review process, tracking and sharing progress towards development goals, preparing donor research summaries and briefings, and ensuring accuracy of database records. The ideal candidate is a thoughtful collaborator who is driven by data, pays close attention to detail while managing multiple projects, and uplifts LCV’s organizational values and commitment to racial justice and equity.  

Responsibilities:

• Manage a quarterly portfolio review process for the Major Gifts team, with input from the Director of Prospect Research and Portfolio Management (DPRPM). Collaborate with Major Gifts stakeholders to track and strategize around donor engagement, outreach, projections and money in, and meeting financial and visit goals. 
• Provide reports and visualizations to the team to show individual and overall portfolio landscapes and progress. 
• Manage, track, and execute portfolio clean up projects that result in portfolios which are aligned with team wide fundraising goals. 
• Use research tools to analyze individual wealth indicators, including gifts to others, salary, stock, real estate, and other assets, to determine overall financial capacity and interest in our work.
• Produce coherent, well-written, thorough and accurate briefing documents summarizing research conclusions for LCV’s President, Executive staff, and the Major Gifts team prior to donor contact such as meetings and events.
• Contribute to organizational and department efforts to infuse racial justice and equity into all aspects of our work, including our fundraising, data management and collection, and prospect research. Proactively identify ways to highlight the organization’s racial justice commitment to key internal stakeholders within the fundraising team.
• Develop and maintain a familiarity with LCV’s existing top donors and prospective donors.

• Manage updates to individual donor records, portfolios, and prospect assignments within the CRM database. 
• Work closely with the Development Data and Operations team to manage and execute the policies and procedures around prospect pipeline management and activity.

• Participate in ongoing professional development activities to maintain and enhance skills and abilities and stay abreast of current prospect management trends and research techniques.
• Travel up to 10% of the time for staff and department retreats, trainings, and conferences, as needed.
• Perform other duties as assigned.

Qualifications:

• Work Experience: Required – Must have at least 3 years of work experience in prospect research and portfolio management with a nonprofit or campaign. Strong experience with CRM software such as Salesforce, Raiser’s Edge, or DonorPerfect. Experience with online research tools such as LexisNexis, iWave, DonorSearch, ResearchPoint, FoundationSearch, or others. Familiarity with the basic tenets of fundraising. Experience working with Major Gift Officers and/or executive leaders. Preferred – CRM database administrator experience with a product, such as Salesforce. Experience with Salesforce reporting and/or advanced Excel including understanding of dependent formulas, pivot tables, and other complex spreadsheet functions. Experience with project management software such as Wrike or Asana. Experience working with projections, budgets, and forecasting. Project Management experience.
• Skills: Required – Must have strong attention to detail and organization skills. The ability to take in information from multiple sources, evaluate it, and summarize its significance. Ability to initiate, prioritize, and follow through on plans. Proficiency in Excel. Must be able to be flexible in shifting priorities based on urgent needs, and possess the confidence to ask for help when needed. Ability to follow ethical standards and utilize discretion in dealing with sensitive and confidential information. Must be able to work in a fast-paced environment and successfully meet deadlines. Preferred – Ideal candidate has calculated curiosity and the discipline to find what they need, analyze it, and clearly communicate relevant conclusions. Ability to adapt to new online, project management, and information management tools. Strong writing skills. 
• Cultural Competence: Demonstrated awareness of one’s own cultural identity, views about difference, and the ability to learn and build on varying cultural and community norms. Commitment to equity and inclusion as organizational practice and culture. Understands how environmental issues intersect with racism, economic and social inequality in the U.S. and has a passion for working to dismantle these systems.
• Working Conditions: This job operates in a professional office environment, and routinely uses standard office equipment such as computers, phones, photocopiers, and audiovisual systems. This position is largely sedentary, often standing or sitting for prolonged periods. Applicants need to be located in and legally authorized to work in the United States. 

LCV offers a comprehensive and competitive benefits package that includes vacation, sick and parental leave, personal days, paid holidays, health insurance (two plan options for staff to choose from), dental and vision insurance, life and disability insurance (short- and long-term), Flexible Spending Account, 401(k) retirement plan with company matching contribution, commuter benefits program, sabbatical, and student loan assistance.

To Apply: Send cover letter and resume to [email protected] with “Associate Manager of Prospect Research & Portfolio Management ” in the subject line by March 13, 2024. No phone calls please. 

LCV is an Equal Opportunity Employer committed to a racially just, equitable and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information, or any other protected status. LCV is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [email protected].