Prospect Research and Portfolio Management Manager

Why join our team?

With a mission that spans the globe, the USO provides a rewarding and fulfilling work environment. Our team is exceptional, and we offer generous paid time off, including volunteer days and military leave. We have a remarkable 401k match, comprehensive benefits, and opportunities for training and education reimbursement. Our team members are passionate about putting the mission first, and we have a lot of fun while doing it. Working for the USO isn't just a job – it's a calling, and we believe in doing what you love and loving what you do.

Don’t take our word for it. The external “Great Place To Work” survey found that:

• The USO is a Certified Great Place to Work 2025-2026
• 96% feel good about the ways we contribute to the community.
• 94% are proud to tell others they work here.
• 92% feel their work has special meaning: this is not "just a job."
• 91% feel that when you join the company, you are made to feel welcome.
• 92% feel people here are treated fairly regardless of their race.
• 88% feel people here are treated fairly regardless of their gender.

The Prospect Research & Portfolio Management Manager is responsible for providing prospect research, portfolio management, data analysis, pipeline reporting and related policy and procedural training for a specific group of fundraisers in support of the USO’s Major Gifts and Corporate fundraising initiatives.

Principal Duties and Responsibilities (*Essential Duties)

Prospect Research:

• Conduct proactive and responsive research on individuals, corporations, foundations, and other entities in support of the USO’s fundraising efforts in line with internal policies and procedures
• Provide fundraisers and support staff training research strategy and best practices in support of donor qualification, cultivation, and solicitation efforts
• Serve as project lead and/or collaborate with teammates on research projects throughout the year
• Prepare high-quality donor and prospect briefings, including event bios, meeting briefs, and leadership profiles, tailored to specific cultivation, solicitation, and stewardship objectives
• Configure, review, and route substantive news alerts and philanthropic leads to fundraisers
• Proactively identify, qualify, and recommend new prospective donors through data analysis, external research tools, and philanthropic intelligence, with an emphasis on major and leadership-level giving

Prospect Assignments and Portfolio Management:

• Review assignment requests and action them in line with internal policies and procedures
• Provide fundraisers and support staff training on how and when to request assignments
• Proactively develop, analyze, and monitor fundraiser portfolios to ensure appropriate size, composition, capacity alignment, and optimization relative to fundraising goals and pipeline coverage
• Facilitate scheduled and impromptu portfolio consultation meetings with fundraisers to ensure portfolio information and assignments are up-to-date and reflected accurately in the Salesforce CRM
• Aid in implementation of moves management processes and reporting to ensure prospects and donors move efficiently and effectively through the fundraising cycle
• Monitor portfolio health and performance, identify under-managed or misaligned prospects, and recommend strategic rebalancing, upgrades, or transitions to maximize fundraiser effectiveness

Data Analysis:

• Review and analyze portfolio, prospect, and donor data utilizing pivot tables, data-modeling tools, and analytical methods to deliver actionable insights, portfolio health assessments, and strategic intelligence to fundraising teams and actionable insights
• Perform fundraising data analysis/analytics methodologies including Recency, Frequency, Monetary (RFM) scoring, donor capacity ratings, and predictive modeling to support prospect qualification, portfolio optimization, upgrade identification, and pipeline prioritization demonstrated proficiency with diverse fundraising data and research systems such as Kindsight, Candid, Relationship Science, and LexisNexis and apply insights from these systems to drive proactive prospect identification and strategic portfolio development.