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Manager, Research and Portfolio Management

Posted by
University of Illinois Foundation | Urbana, IL

University of Illinois Foundation

Published 22 days ago

February 23, 2020


has an immediate opening for an

Manager, Research and Portfolio Management

The University of Illinois Foundation (Foundation) is the official fundraising and private gift-receiving organization of the University of Illinois (University). It works closely with alumni and friends, faculty and staff, corporations and foundations, as well as campus development professionals to create fundraising programs and opportunities that benefit the University. 

           The Manager, Research and Portfolio Management is responsible for managing a team of Portfolio Development Analysts (PDAs) to provide strategic prospect research, biographical report preparation, and data enhancement in support of University of Illinois Foundation and the University of Illinois development program.


·      Manages a team of PDAS by overseeing, directing, and prioritizing their work. Responsible for hiring, employee development, time-off approval, scheduling, and managing individual performance.

·      Ensures that team members conduct biographical and financial research on principal gift and major gift prospects for the University of Illinois in accordance with departmental standards, processes, and policies, culminating in outputs such as biographical reports and estimated giving capacities. Also performs this same type of work in the role of RPM liaison for some university advancement units.

·      Oversees team members as they updates the advancement database with information for use by Foundation and University development staff with an emphasis on finding wealth indicators and discovering family and business relationships between alumni/donors and corporate/foundation prospects.

·       Receives, prioritizes, and delegates requests for research needs related to UI development events at assigned universities, and guarantees that deadlines are met.

·      Monitors research request queue in the advancement database, assigns requests to team members, and makes sure that requests are completed in a timely fashion.

·      Identifies and recommends changes to processes and procedures to encourage the department to function more efficiently and strategically.

·      Responds to routine requests for information and provides answers to problems and/or inquiries relating to donors and prospects. Requests may be from any of over 100 potential clients (development-related staff) located on three campuses and within the Foundation and may range from the President of the Foundation to the unit level.

·      Creates professional development plans for direct reports, identifies new skills to be acquired, and suggests conference and seminar attendance.

·      Participates in appropriate professional organizations and activities; reads professional literature to stay current with trends in the field; identifies and circulates new information sources; understands general fundraising principles; exhibits willingness to learn about Foundation and University programs.


·      A Baccalaureate degree

·      Five years’ experience with advancement research and prospect management, or similar work supporting business operations and frontline staff.

·      Familiarity with general research techniques, methodology, and online and subscription resources.

·      Extensive experience with personal computing, the Internet, on-line searching, and database maintenance and retrieval.

·      Proven ability to recognize the relevance of information and to deal with materials of a sensitive nature in a professional and confidential manner.

·      Ability to organize data from a variety of sources, particularly those found in legal, financial, biographical, technical, and trade documents, and communicate that data effectively and clearly in writing.

·      Proven ability to communicate effectively, verbally and in writing, and to formulate productive partnerships with individuals and groups of all levels of University staff, particularly development officers, faculty, and administration.

·      Experience initiating and collaborating on projects, delivering expected results.

·      Basic office skills, and the ability to work independently and meet deadlines, work well under pressure, and prioritize tasks for self and others.


·      Proven leadership skills and familiarity with principles of management, conflict resolution, negotiation, and motivation.

·      Supervisory experience managing a team of employees, conducting personnel reviews, and coaching behavior.

·      Prospect research experience and knowledge of academic fundraising are highly desirable.

·      A Master's degree in library science, information science, or an analytical field. 

Application Deadline: February 23, 2020

Application Process: For full consideration for the role, all candidates must complete an online application and include a cover letter and resume. Candidates may create a profile through For further information regarding application procedures, contact Foundation Human Resources at




has an immediate opening for an

Manager, Research and Portfolio Management

The University of Illinois Foundation (Foundation) is the official fundraising and private gift-receiving organization of…

Details at a glance

  • On-site Location
  • Full Time Schedule
  • 4-Year Degree Required
  • Managerial


1305 W. Green St., Urbana, IL 61801

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