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 April 16, 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].