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"Portfolio Strategy Analyst"

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Portfolio Strategy Analyst

Job Details

Position Details

Position Information

Requisition Number
S4963P

Home Org Name
Portfolio Strategy (Orgn: 104091)

Division Name
Senior VP, Advancement

Position Title
Portfolio Strategy Analyst

Job Class Code
OA54A, OA54B

Appointment Status
Full-time

Limited Term
No

Job Summary

Auburn Advancement is excited to begin the search for a Portfolio Strategy Analyst to join our operations and strategy team. In this position, you will collaborate with colleges and units to enhance fundraising efforts through strategic prospect research and analysis. This role supports fundraisers by developing and managing donor pipelines, providing training, and ensuring effective communication.

What You’ll Do:

  • Collaborate with Fundraising Units: Partner with colleges and units to address moderately complex research and prospect management needs.
  • Support Fundraisers: Assist development officers in pipeline development and portfolio management through training, communication, and strategic guidance.
  • Conduct Strategic Meetings: Facilitate quarterly pipeline meetings to discuss prospect management, pipeline development, and portfolio strength.
  • Maintain Data and Metrics: Update database records, track fundraising goals, and ensure consistent research and prospect management practices across units.

Why You’ll Love It Here:

  • Impactful Work: Your efforts will directly contribute to the growth and success of Auburn University and its priorities.
  • Collaborative Environment: Join a team of dedicated professionals who are committed to making a difference.
  • Purpose Driven Work: Align your passion and fulfillment to your work, where you’re trusted to reach your full potential and achieve your pinnacle career experience.
  • Culture by Design: Thrive in a culture that champions respect, accountability, and professional development.

Now is the perfect time to join Auburn Advancement, a dynamic team encompassing Operations and Strategy, Culture and Talent, Engagement, Philanthropy, and Communications. Under the visionary leadership of Senior Vice President Rob Wellbaum – a seasoned and respected advancement professional – our organization is set to revolutionize the future of Advancement.

Essential Functions

Purpose

  • Assist in the development, management, and tracking of fundraising goals and metrics.
  • Identify, qualify, rate, and assign major gift prospects to development officers in support of fundraising objectives.

Collaboration

  • Partner with colleges and units requiring moderately complex research and prospect management needs.
  • Work closely with assigned development officers to comprehend and align with their priorities, portfolios, and prospect goals.
  • Facilitate quarterly pipeline meetings to discuss prospect management, pipeline development, and portfolio strength.

Innovation

  • Promote a consistent approach to research and prospect management across units through regular communication, training, and alignment with Advancement priorities.
  • Offer training and database support to development officers on prospect management and research resources and policies.

Production

  • Update and maintain records related to development officer portfolios and relationship manager assignments.
  • Update database records, track fundraising goals, and ensure consistent research and prospect management practices across units.
  • Maintain accurate records of donor interactions, engagement activities, and program participation, ensuring information is effectively leveraged for future outreach.

Minimum Qualifications

Minimum Qualifications

Level I –

  • Bachelor’s degree

Level II –

  • Bachelor’s degree plus 5 years of experience in data maintenance, reporting, and research.

Posting Detail Information

Salary Range
$46,680- $73,940

Job Category
Auburn Advancement

Working Hours if Non-Traditional
Monday- Friday: 7:45am-4:45pm- may occasionally work nights and weekends

City position is located in:
Auburn

State position is located:
Alabama

Posting Date
12/15/2025

Documents Needed to Apply

Required Documents

  1. Resume
  2. Cover Letter
10

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