Senior Associate, Prospect Research and Portfolio Management - Washington D.C., United States - The Pew Charitable Trusts

Description

Washington, DC (901 E)

Senior Associate, Prospect Research & Portfolio
Management

Partnerships

The Partnerships team works to scale Pew's impact in the world by
building an engaged community of partners and mobilizing resources
to advance our work.

Position Overview

The senior associate is responsible for identifying prospects,
conducting prospect research, undertaking portfolio reviews with
fundraisers, and drafting, implementing, and managing policies and
procedures related to prospect research and portfolio management as
needed. The role's responsibilities will continue to develop in
line with Partnerships' growth and needs. The senior associate
should be familiar with utilizing a wide range of research
resources and demonstrate proficiency at translating data and
information into written documents.

This position is based in Pew's Washington, DC office, reports to
the manager, Prospect Research and Portfolio Management, and will
participate in Pew's core in-office days on Tuesdays and Wednesdays
and will have flexibility to work from home the remainder of each
week.

Candidates must be legally authorized to work in the country for
which they are seeking employment without visa sponsorship.

Responsibilities

Identify, research, and analyze new prospects and current
donors by reviewing and analyzing databases and numerous internal
and external resources.

Draft, revise, and edit philanthropic research documents,
including background reports, prospect briefings, and biographies.
Ensure that briefing materials are appropriate for senior
leadership and aligned with institutional strategy and key
messages.

Assist with research needs for events.

Partner with fundraisers to provide analytical information to
inform the development process.

Undertake an active and ongoing portfolio management practice
in collaboration with fundraisers.

Utilize and have deep understanding of Pew's Salesforce
constituent relationship management (CRM) system.

Develop thorough understanding of Pew and how it operates;
develop a comprehensive knowledge of its history, culture,
programs, and base of financial support.

Adhere to recognized fundraising and research ethics policies
and standards.

Share best practices and provide training to
colleagues.

Review research products prepared by team members.

Requirements

A bachelor's degree, or equivalent experience,
required.

Four years of professional experience in a nonprofit
organization and with donor research.

Knowledge and understanding of the fundraising cycle and where
prospect research fits within that cycle.

Strong collaborative orientation. Ability to develop working
relationships and communicate with colleagues.

Demonstrated strong research and analytical skills. Ability to
investigate an issue, ask thoughtful questions, and recommend
possible solutions.

Self-disciplined, action-oriented style. Ability to complete
complex projects independently and prioritize tasks to meet
deadlines.

Strong written skills (including editing and proofreading),
including the ability to succinctly translate data for fundraisers,
senior management, and the board of directors.

Commitment to embody, practice, and develop growth mindset
skill sets in work and interactions.

High level of attention to detail, particularly with names,
financial data, and biographical details.

Sound judgment and discretion in handling and securing
confidential information and adhering to professional
ethics.

Demonstrated proficiency in the use of office software
(Microsoft Word, Excel, PowerPoint, Outlook, and Teams) and
research databases such as Nexis for Development Professionals,
WealthEngine, and RelSci. Ability to learn new prospect and donor
technology used at Pew, including Salesforce, if not already
familiar. Experience using Salesforce or other CRM software is a
plus.

Travel

Minimal travel anticipated.

Total Rewards

We offer a competitive salary and benefit program, including:
comprehensive, affordable health care through medical, dental, and
vision coverage; financial security with life and disability
insurance; opportunities to save using health savings and flexible
spending accounts; retirement benefits to help prepare for the
future; and work/life benefits to maintain a good balance.

The Pew Charitable Trusts is an equal opportunity employer,
committed to a diverse and inclusive workplace. Pew considers
qualified applicants for employment without regard to age, sex,
ethnicity, religion, disability, marital status, sexual orientation
or gender identity, military/veteran status, or any other basis
prohibited by applicable law.

PI