Director of Research and Portfolio Management The University of Texas at Tyler - 3.7 Tyler, TX Job Details Full-time 4 hours ago Benefits Retirement plan Qualifications Research Full Job Description Required Application Materials A single PDF or Word document containing a resume, letter of interest, and a list of the names and contact information for three (3) professional references is required to apply.

Important Instructions:

When prompted to upload your "resume", upload your combined documents as one file. Please do not upload documents to "Cover Letter" or "References". If the required application materials were not uploaded at the "resume" prompt, please withdraw your application, and re-apply to upload your combined documents as one file. Job Summary The Director of Research & Portfolio Management supports University Advancement's fundraising efforts through prospect research, identification, portfolio development, and prospect management. This individual contributor provides strategic intelligence to help development officers identify, qualify, cultivate, solicit, and steward prospective donors. The Director partners closely with development officers and Advancement leadership to identify new prospects, strengthen portfolios, monitor prospect movement, and support a disciplined, strategic approach to fundraising. This position may work some after-hours or weekends for various University or fundraising events. Major Responsibilities/Duties/Critical Tasks Conduct research on individuals, corporations, foundations, and other prospective donors. Identify and evaluate new major and principal gift prospects based on capacity, affinity, inclination, and relationships. Prepare prospect profiles, briefings, capacity assessments, and other research products. Conduct proactive prospecting aligned with University fundraising priorities. Research philanthropic activity, business interests, relationships, and other information relevant to fundraising strategy. Support research needs for donor meetings, leadership visits, events, and fundraising initiatives. Partner with development officers to develop, review, and optimize prospect portfolios. Facilitate regular portfolio reviews and prospect strategy discussions. Monitor prospects through qualification, cultivation, solicitation, and stewardship. Recommend prospect assignments, reassignments, and portfolio adjustments. Identify prospects requiring additional activity, qualification, or release from portfolios. Monitor next steps, solicitations, and prospect movement to encourage consistent portfolio activity. Serve as a research and strategy partner to development officers and Advancement leadership. Translate research and prospect intelligence into actionable fundraising recommendations. Support prospect identification and research for major gifts, principal gifts, grateful patient fundraising, and other institutional priorities. Collaborate across Advancement to strengthen prospect development and fundraising strategy. Maintain accurate prospect assignments, ratings, stages, and research information in the Advancement CRM. Help establish and maintain consistent portfolio management practices and standards. Other duties as assigned. Required Education/Experience Bachelor's degree required. Five (5) years of related experience. Experience in prospect research, portfolio management, fundraising, or a related field. May accept a combination of education and experience. Preferred Education/Experience Higher education experience. Accompanying Knowledge, Skills, Abilities and Competencies Strong research, analytical, and critical-thinking skills. Ability to synthesize complex information into concise, actionable recommendations. Strong organizational, written communication, and interpersonal skills. Ability to handle sensitive and confidential information appropriately. Experience with fundraising databases, prospect research platforms, and wealth screening tools preferred. Experience with Blackbaud Raiser's Edge NXT or a comparable advancement CRM preferred. About The University of Texas at Tyler The University of Texas at Tyler is part of the prestigious University of Texas System that includes 14 institutions located throughout the state. Founded in 1971, UT Tyler today enrolls 10,000 students and consists of six colleges. Designated an R2 research institution by the Carnegie Classification of Institutions of Higher Education, UT Tyler supports our surrounding region through innovation intended to uplift communities, spearhead sustainability initiatives, preserve ecosystems and support entrepreneurship. UT Tyler has the highest Carnegie classification in East Texas. Our beautiful Tyler campus features more than 200 acres nestled along a lake and surrounded by thick pine and oak forests, providing a picturesque location for study and recreation. We also offer instructional sites at The University of Texas Health Science Center at Tyler and in Palestine, Longview, and Houston. With more than 80 bachelor's, master's and doctoral degree programs offered, UT Tyler provides a wealth of learning opportunities and dynamic programs. For more information, please visit https://www.uttyler.edu/about/. Why work for UT Tyler?

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Why Work for UT Tyler? Additional Information The retirement plan for this position is Teacher Retirement System of Texas (TRS), subject to the position being at least 20 hours per week and at least 135 days in length. This position is security-sensitive and subject to Texas Education Code Section 51.215, which authorizes the employer to obtain criminal history record information. Applicants selected must be able to show proof of eligibility to work in the United States by time of hire. For more information regarding benefits offered by UT Tyler, please visit https://www.uttyler.edu/offices/human-resources/employees/benefits. EEO Statement The University of Texas at Tyler is an Equal Employment Opportunity Employer.