Portfolio Intelligence Analyst

Full Job Description

To apply, please go to: https://cu.taleo.net/careersection/2/jobdetail.ftl?job=38925

Join Our Team and Make a Difference in Higher Education!

At the System Administration office at the University of Colorado, we are dedicated to building a workplace where everyone feels valued, supported, and empowered to thrive.

Our office is committed to fostering a culture where employees find community, a sense of belonging, and the opportunity to contribute meaningfully to our mission and purpose.

By joining our team, you’ll have a direct impact on shaping the future of higher education.

In addition to the Office of the Board of Regents, the University of Colorado’s system administration includes 19 units that provide essential services to CU’s campuses in Aurora, Boulder, Colorado Springs, and Denver, as well as the Office of the President.

While not a part of any one campus, we are proud to serve in the centralized office for the University system.

Together, we ensure CU continues to deliver outstanding education, groundbreaking research, and valuable service to our communities.

We believe in creating an environment where the unique experiences and perspectives of everyone are embraced, enriching the work we do and the strategic outcomes we pursue.

If you’re passionate about making a difference, contributing to a dynamic team, and supporting a mission that matters, we encourage you to apply and be part of our journey.

Learn more about CU System Administration.

Position Summary:

The Portfolio Intelligence Analyst position supports efforts to increase fundraising by working with fundraisers to build strong portfolios, ensure donors are moving along the continuum, and meet fundraising metrics. Data and analysis provided by the Portfolio Intelligence Analyst are used to help fundraisers inform strategy and meet goals. They work closely with fundraising partners on campuses and are assigned as liaison to certain fundraising units. This position is a liaison to the Boulder campus, but the Portfolio Intelligence team as a whole supports four campuses and the President’s Office. Incumbents are expected to seek opportunities for professional development that enhance job performance, develop and maintain a network of contacts with other portfolio management professionals nationwide, and understand and apply national best practices, processes, and technologies. See Apra, our professional organization, for more information on the prospect development profession. This position can be either hybrid (part work from home, part in-office) or fully in-office. It requires 1-2 days a month spent on campus, meeting with fundraising partners. Incumbents are also expected to attend occasional team meetings in System Advancement’s Denver office. System Advancement provides central management and coordination of the back-office functions to support the campus-based fundraising field staff. These functions include research, marketing and communications, gift processing, database management, estate gift planning, and other services. Most members of System Advancement, including the Portfolio Intelligence team, work the hybrid model, so most team interaction will be virtual. This position reports to the Assistant Director of Portfolio Intelligence and is exempt from the State of Colorado Classification system.

Where You Will Work:

This position can be either hybrid (part work from home, part in-office) or fully in-office. It requires 1-2 days a month spent on campus, meeting with fundraising partners.

Requirements

Duties and Responsibilities:

Portfolio Intelligence

• Responsible for managing a portfolio of development officers on an assigned campus
  • Ensure new development officers have an established portfolio and are trained in portfolio assignments and entering proposals and contact reports in a timely and consistent manner
  • Ensure development officers maintain a strong portfolio and donors are moving along the continuum
  • Support maintenance of donor centric relationships by seamlessly transitioning assignments and proposals when a development officer offboards
• Serve as a liaison between Advancement and assigned system or campus partner by meeting with stakeholders as necessary to build relationships and effectively collaborate with unit partners
  • Maintain an active awareness of organization vision, mission, goals, objectives, and directions of CU Advancement, the CU System, and its four campuses
  • Meet with development officers regularly to review their full portfolio, strategize, identify needs and share industry best practices. Ensure portfolio size and strategy align with goals and metrics.
  • Collaborate with the Research and Analytics team to identify new prospects and provide additional detailed information on donors and prospects
  • Participate in training fundraising staff as needed to educate and increase awareness of services and information available through their own efforts, and information that can be obtained through portfolio intelligence support and the database
• Supports managing campus requests that are emailed to the queue
• Approve development officer updates to proposals in a timely manner following established standards and guidelines
• Proactively develop new ideas and projects
• Participate in special projects as requested

Data Analysis, Management, and Maintenance

• Pull routine and ad-hoc reports for development officers providing proactive analysis of data and trends
• Conduct descriptive analysis projects for development officers and campus leadership, including analysis of portfolio sizes, dollars raised, proposals counts, projections, etc.
• Create dashboards and data visualizations or narratives and presents on results as needed
• Responsible for data integrity while updating the donor database (Salesforce Ascend) to ensure accurate reporting results
• Maintain a high level of professionalism with sensitive and confidential information

Professional Development

• Develop and maintain a network of professional contacts with the purpose of cultivating an understanding of national best practices, principles, techniques, and technologies for fundraising performance
  Learn about technologies, products, and tactics that could improve the effectiveness of the CU Advancement program and apply relevant information to grow and achieve an industry-leading program

Qualifications

Minimum Qualifications:

• Bachelor’s Degree from an accredited institution of higher education or equivalent professional experience.
• One (1) years’ directly related experience.
• Ability to travel to assigned campus monthly

Preferred Qualifications:

• Non-profit experience, preferably in a higher education fundraising environment, is highly desirable.
• Two (2) years’ Portfolio Intelligence experience.
• Demonstrated ability to build and maintain relationships with development officers or other workplace partnerships.
• Previous experience with SLQ and Tableau

Knowledge, Skills, and Abilities:

• Ability to establish and maintain partnerships with development staff at all levels
• Knowledge of fundraising practices
• Knowledge of industry-standard portfolio management policies and procedures
• Knowledge of Salesforce or another fundraising database
• Ability to deal with confidential material and uphold high ethical standards
• Ability to communicate verbally and in writing
• Ability to manage and prioritize multiple tasks and projects simultaneously and to be cognizant of and address details
• Ability to analyze issues and solve problems
• Personal computer proficiency required, especially as related to the use of Microsoft Office Products, including Word, Excel, Outlook and PowerPoint; Internet navigation; Reporting tools

Additional Information

How to Apply:

For full consideration, please attach the following as separate documents to your application at https://cu.taleo.net/careersection/2/jobdetail.ftl?job=38925:

1. A cover letter identifying the job specific minimum qualifications you possess
2. A resume including any and all relevant experience to be accurately assessed against the qualifications listed in the posting.

Benefits:

With our unparalleled range of benefits, including top-notch healthcare, comprehensive wellness programs, enriching professional development, and a dynamic work-life balance, we ensure your holistic growth and happiness.

• No-cost or low-cost medical & dental plan options, some inclusive of IVF assistance.
• Disability, Life, Vision Insurance options.
• Multiple retirement planning options including a mandatory 401(a) plan where CU contributes 10% of your gross pay, a 401k or 403b plan and a 457 deferred compensation plan.
• Pre-tax savings plans, such as Health care and Dependent care flexible spending accounts.
• Embrace a healthy work-life balance with ample sick and vacation leave, along with at least 12 paid holidays. This includes a dedicated week off for winter break.
• 6 weeks of parental leave to adjust to the joys of parenthood.
• A tuition benefit program for you and/or your dependents.
• Free RTD EcoPass and Free Onsite Parking at our 1800 Grant Street Office.
• Many additional perks & programs with the CU Advantage.

Additional taxable fringe benefits may be available.

For more information on benefits programs, please review our Comprehensive Benefits Guide.

Access our Total Compensation Calculator to see what your total rewards could be at CU. (This position is a University Staff position)