Prospect Research & Portfolio Associate

We have ambitious plans, and we know the most critical step is building an incredible team that reflects the diverse fabric of our nation and embodies our values. Our team is made up of people who are equal parts dreamers and doers. We are people who care as much about how we achieve our goals as we do about the goals themselves. Our values drive our team and are instilled in the work this Foundation does every day. We are also committed to creating an anti-racist organization in order to do our part to help combat racism and inequity in all forms, in communities across our nation and around the world. Read our full statement on anti-racism and equity here.

Purpose of Role

The Prospect Research & Portfolio Associate is the strategic partner of the frontline fundraiser, ensuring that fundraisers have an adequate pool of prospects and that prospects are being qualified, cultivated, solicited, and stewarded in line with the strategic goals of the Development team and the Obama Foundation. You will maintain portfolio structure, analyze the movement of prospects through the solicitation cycle, prioritize prospects for outreach, proactively identify prospective donors, and respond to requests from frontline fundraisers. Duties include strategic portfolio analysis, moves management support, conducting donor research, providing capacity ratings and profiles on new prospects, and contributing to briefings for senior leadership.

As the Prospect Research & Portfolio Associate, you’ll be reporting directly to the Director, Prospect Research & Portfolio Insights.

• Pipeline Analysis: Manage and analyze frontline portfolios and prospect pipelines to verify that they align with strategic goals.

• Moves Management: Schedule and facilitate regular meetings with frontline fundraisers to consult and strategize on prospect assignments, strategy, and tracking.

• Monitoring and Tracking: Establish key metrics and other indicators for measuring fundraiser efficiency and streamlining the moves management system.

• Database Management:  Create, manage, and update constituent records in the Salesforce database, maintaining a high level of data integrity. Assist with developing and implementing best practices and database processes. 

• Data and Insights: Provide gift officers with a strategy for key prospects and high-level data analysis for their strategic thinking.

• Prospect Identification: Identify new prospects for major gift and principal gift portfolios.

• Research: Using Salesforce CRM and a variety of external data sources, conduct research for prospect and donor briefings, as well as other research projects as needed.

• Performs other duties as assigned.

• Prospect pipeline analysis

• Prospect/donor profiles and other research briefings

• Updated donor database 

• Key prospect strategies and analysis

• Prospect list for qualification

• Minimum of three years of experience in donor research or related fields.

• Ability to thrive in a fast-changing environment while juggling a high volume of work.

• Ability to research donors and analyze results in a manner that shows critical thinking, creativity, curiosity, and resourcefulness. Proficiency with various research techniques, including utilizing computerized databases for traditional periodical-based research, electronic wealth screening tools, general internet searches, and other sources such as foundation 990 forms, court records, real estate records, SEC filings, and census data.

• Ability to analyze and interpret large volumes of data and uncover hidden trends.

• Excellent communication skills, both verbal and written.

• Excellent interpersonal and relationship-building skills and ability to function independently while working in a team-oriented environment.

• Salesforce experience preferred.

The salary range for this role is between $59,755  and $74,670. 

This role is remote or hybrid if you’re located in Chicago or D.C. #LI-Remote, #LI-Hybrid

The Foundation Values are Courage, Empathy, Integrity, Accountability, Community, Inclusivity, Pragmatism, Resilience, Imagination, and Hope.

Don’t check off every box in the requirements listed above? Please apply anyway! Studies have shown that marginalized communities - such as women, LGBTQ+ and people of color - are less likely to apply to jobs unless they meet every single qualification. The Obama Foundation is dedicated to building an inclusive, diverse, equitable, and accessible workplace that fosters a sense of belonging – so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to still consider submitting an application. You may be just the right candidate for this role or another one of our openings!

Equal Opportunity Employer

The Foundation is committed to creating a diverse work environment and is proud to be an equal opportunity employer. The Foundation does not discriminate on the basis of race, color, national origin, sex, gender identity, religion, sexual orientation, age, disability, parental status, veteran status, or any other protected status under applicable laws. We encourage individuals of all backgrounds to apply. If you are a qualified candidate with a disability, please e-mail us at careers@obama.org if you require a reasonable accommodation to complete this application.