League of Conservation Voters
Flexible (the employee may decide whether to work remotely and/or from an LCV office)
Title : Associate Manager of Prospect Research & Portfolio Management Department: Development Status : Exempt Reports To : Director of Prospect Research and Portfolio Management Positions Reporting To This Position : None Location: Flexible (the employee may decide whether to work remotely and/or from an LCV office) Travel Requirements: Up to 10% Union Position: Yes Job Classification Level C Salary Range (depending on experience): $70,360 – $85,360 (effective April 1, 2024)
General Description :
LCV believes our earth is worth fighting for because everyone has a right to clean air, water, and a safe, healthy community. To ensure those rights are protected, we help people use their power to shape policy, hold politicians and polluters accountable, and influence elections.
For more than 50 years, LCV has grown into a potent political force for protecting our planet and everyone who inhabits it. We have built a powerful national movement with 30+ state affiliates, and grassroots and community organizing programs across the country.
LCV is hiring an Associate Manager (AM) of Prospect Research & Portfolio Management who will enhance our individual and institutional major gifts fundraising program. The AM is responsible for managing the portfolio review process, tracking and sharing progress towards development goals, preparing donor research summaries and briefings, and ensuring accuracy of database records. The ideal candidate is a thoughtful collaborator who is driven by data, pays close attention to detail while managing multiple projects, and uplifts LCV’s organizational values and commitment to racial justice and equity.
Responsibilities :
Manage a quarterly portfolio review process for the Major Gifts team, with input from the Director of Prospect Research and Portfolio Management (DPRPM). Collaborate with Major Gifts stakeholders to track and strategize around donor engagement, outreach, projections and money in, and meeting financial and visit goals.
Provide reports and visualizations to the team to show individual and overall portfolio landscapes and progress.
Manage, track, and execute portfolio clean up projects that result in portfolios which are aligned with team wide fundraising goals.
Use research tools to analyze individual wealth indicators, including gifts to others, salary, stock, real estate, and other assets, to determine overall financial capacity and interest in our work.
Produce coherent, well-written, thorough and accurate briefing documents summarizing research conclusions for LCV’s President, Executive staff, and the Major Gifts team prior to donor contact such as meetings and events.
Contribute to organizational and department efforts to infuse racial justice and equity into all aspects of our work, including our fundraising, data management and collection, and prospect research. Proactively identify ways to highlight the organization’s racial justice commitment to key internal stakeholders within the fundraising team.
Develop and maintain a familiarity with LCV’s existing top donors and prospective donors.
Manage updates to individual donor records, portfolios, and prospect assignments within the CRM database.
Work closely with the Development Data and Operations team to manage and execute the policies and procedures around prospect pipeline management and activity.
Participate in ongoing professional development activities to maintain and enhance skills and abilities and stay abreast of current prospect management trends and research techniques.
Travel up to 10% of the time for staff and department retreats, trainings, and conferences, as needed.
Perform other duties as assigned.
Qualifications:
Work Experience: Required – Must have at least 3 years of work experience in prospect research and portfolio management with a nonprofit or campaign. Strong experience with CRM software such as Salesforce, Raiser’s Edge, or DonorPerfect. Experience with online research tools such as LexisNexis, iWave, DonorSearch, ResearchPoint, FoundationSearch, or others. Familiarity with the basic tenets of fundraising. Experience working with Major Gift Officers and/or executive leaders. Preferred – CRM database administrator experience with a product, such as Salesforce. Experience with Salesforce reporting and/or advanced Excel including understanding of dependent formulas, pivot tables, and other complex spreadsheet functions. Experience with project management software such as Wrike or Asana. Experience working with projections, budgets, and forecasting. Project Management experience.
Skills: Required – Must have strong attention to detail and organization skills. The ability to take in information from multiple sources, evaluate it, and summarize its significance. Ability to initiate, prioritize, and follow through on plans. Proficiency in Excel. Must be able to be flexible in shifting priorities based on urgent needs, and possess the confidence to ask for help when needed. Ability to follow ethical standards and utilize discretion in dealing with sensitive and confidential information. Must be able to work in a fast-paced environment and successfully meet deadlines. Preferred – Ideal candidate has calculated curiosity and the discipline to find what they need, analyze it, and clearly communicate relevant conclusions. Ability to adapt to new online, project management, and information management tools. Strong writing skills.
Cultural Competence: Demonstrated awareness of one’s own cultural identity, views about difference, and the ability to learn and build on varying cultural and community norms. Commitment to equity and inclusion as organizational practice and culture. Understands how environmental issues intersect with racism, economic and social inequality in the U.S. and has a passion for working to dismantle these systems.
Working Conditions: This job operates in a professional office environment, and routinely uses standard office equipment such as computers, phones, photocopiers, and audiovisual systems. This position is largely sedentary, often standing or sitting for prolonged periods. Applicants need to be located in and legally authorized to work in the United States.
LCV offers a comprehensive and competitive benefits package that includes vacation, sick and parental leave, personal days, paid holidays, health insurance (two plan options for staff to choose from), dental and vision insurance, life and disability insurance (short- and long-term), Flexible Spending Account, 401(k) retirement plan with company matching contribution, commuter benefits program, sabbatical, and student loan assistance.
To Apply: Send cover letter and resume to hr@lcv.org with “Associate Manager of Prospect Research & Portfolio Management ” in the subject line by March 13, 2024 . No phone calls please.
LCV is an Equal Opportunity Employer committed to a racially just, equitable and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information, or any other protected status. LCV is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact hr@lcv.org .
Title : Associate Manager of Prospect Research & Portfolio Management Department: Development Status : Exempt Reports To : Director of Prospect Research and Portfolio Management Positions Reporting To This Position : None Location: Flexible (the employee may decide whether to work remotely and/or from an LCV office) Travel Requirements: Up to 10% Union Position: Yes Job Classification Level C Salary Range (depending on experience): $70,360 – $85,360 (effective April 1, 2024)
General Description :
LCV believes our earth is worth fighting for because everyone has a right to clean air, water, and a safe, healthy community. To ensure those rights are protected, we help people use their power to shape policy, hold politicians and polluters accountable, and influence elections.
For more than 50 years, LCV has grown into a potent political force for protecting our planet and everyone who inhabits it. We have built a powerful national movement with 30+ state affiliates, and grassroots and community organizing programs across the country.
LCV is hiring an Associate Manager (AM) of Prospect Research & Portfolio Management who will enhance our individual and institutional major gifts fundraising program. The AM is responsible for managing the portfolio review process, tracking and sharing progress towards development goals, preparing donor research summaries and briefings, and ensuring accuracy of database records. The ideal candidate is a thoughtful collaborator who is driven by data, pays close attention to detail while managing multiple projects, and uplifts LCV’s organizational values and commitment to racial justice and equity.
Responsibilities :
Manage a quarterly portfolio review process for the Major Gifts team, with input from the Director of Prospect Research and Portfolio Management (DPRPM). Collaborate with Major Gifts stakeholders to track and strategize around donor engagement, outreach, projections and money in, and meeting financial and visit goals.
Provide reports and visualizations to the team to show individual and overall portfolio landscapes and progress.
Manage, track, and execute portfolio clean up projects that result in portfolios which are aligned with team wide fundraising goals.
Use research tools to analyze individual wealth indicators, including gifts to others, salary, stock, real estate, and other assets, to determine overall financial capacity and interest in our work.
Produce coherent, well-written, thorough and accurate briefing documents summarizing research conclusions for LCV’s President, Executive staff, and the Major Gifts team prior to donor contact such as meetings and events.
Contribute to organizational and department efforts to infuse racial justice and equity into all aspects of our work, including our fundraising, data management and collection, and prospect research. Proactively identify ways to highlight the organization’s racial justice commitment to key internal stakeholders within the fundraising team.
Develop and maintain a familiarity with LCV’s existing top donors and prospective donors.
Manage updates to individual donor records, portfolios, and prospect assignments within the CRM database.
Work closely with the Development Data and Operations team to manage and execute the policies and procedures around prospect pipeline management and activity.
Participate in ongoing professional development activities to maintain and enhance skills and abilities and stay abreast of current prospect management trends and research techniques.
Travel up to 10% of the time for staff and department retreats, trainings, and conferences, as needed.
Perform other duties as assigned.
Qualifications:
Work Experience: Required – Must have at least 3 years of work experience in prospect research and portfolio management with a nonprofit or campaign. Strong experience with CRM software such as Salesforce, Raiser’s Edge, or DonorPerfect. Experience with online research tools such as LexisNexis, iWave, DonorSearch, ResearchPoint, FoundationSearch, or others. Familiarity with the basic tenets of fundraising. Experience working with Major Gift Officers and/or executive leaders. Preferred – CRM database administrator experience with a product, such as Salesforce. Experience with Salesforce reporting and/or advanced Excel including understanding of dependent formulas, pivot tables, and other complex spreadsheet functions. Experience with project management software such as Wrike or Asana. Experience working with projections, budgets, and forecasting. Project Management experience.
Skills: Required – Must have strong attention to detail and organization skills. The ability to take in information from multiple sources, evaluate it, and summarize its significance. Ability to initiate, prioritize, and follow through on plans. Proficiency in Excel. Must be able to be flexible in shifting priorities based on urgent needs, and possess the confidence to ask for help when needed. Ability to follow ethical standards and utilize discretion in dealing with sensitive and confidential information. Must be able to work in a fast-paced environment and successfully meet deadlines. Preferred – Ideal candidate has calculated curiosity and the discipline to find what they need, analyze it, and clearly communicate relevant conclusions. Ability to adapt to new online, project management, and information management tools. Strong writing skills.
Cultural Competence: Demonstrated awareness of one’s own cultural identity, views about difference, and the ability to learn and build on varying cultural and community norms. Commitment to equity and inclusion as organizational practice and culture. Understands how environmental issues intersect with racism, economic and social inequality in the U.S. and has a passion for working to dismantle these systems.
Working Conditions: This job operates in a professional office environment, and routinely uses standard office equipment such as computers, phones, photocopiers, and audiovisual systems. This position is largely sedentary, often standing or sitting for prolonged periods. Applicants need to be located in and legally authorized to work in the United States.
LCV offers a comprehensive and competitive benefits package that includes vacation, sick and parental leave, personal days, paid holidays, health insurance (two plan options for staff to choose from), dental and vision insurance, life and disability insurance (short- and long-term), Flexible Spending Account, 401(k) retirement plan with company matching contribution, commuter benefits program, sabbatical, and student loan assistance.
To Apply: Send cover letter and resume to hr@lcv.org with “Associate Manager of Prospect Research & Portfolio Management ” in the subject line by March 13, 2024 . No phone calls please.
LCV is an Equal Opportunity Employer committed to a racially just, equitable and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information, or any other protected status. LCV is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact hr@lcv.org .
AIDS Foundation of Chicago
As the administrator of the Flexible Housing Pool, the Center for Housing and Health (CHH) is charged with maintaining a portfolio of quality, readily accessible housing for program participants. The Flexible Housing Pool is a multisector investment in housing that aims to expand the number of units available to people in Chicago and Cook County experiencing homelessness. The Landlord Engagement Manager will work closely with the Senior Program Manager to secure housing units across Cook County, with a focus on the City of Chicago. The manager will be responsible for securing units in varying neighborhoods with a special focus on landlords willing to work with people with justice histories and who have ADA-accessible units. The Landlord Engagement Manager will be responsible for developing and maintaining relationships with the largest property owners in the portfolio. The Manager will lead a team of staff who will help develop and maintain the portfolio. This position will primarily support FHP’s youth cohort, but will work collaboratively with other FHP internal teams to meet program goals. The Landlord Engagement Manager will also coordinate with other client-facing FHP staff to ensure program participants experience a seamless and rapid transition to their permanent homes. CHH is a supporting organization of the AIDS Foundation Chicago.
The salary range for this role is $50,000 to $53,000.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Project Management
Build landlord portfolio to meet and exceed the needs of the FHP’s annual housing goals throughout Cook County
Identify and secure a broad range of proper, safe, and affordable housing throughout the city of Chicago
Ensure unit portfolio aligns with racial equity values of CHH and FHP, in particular by having unit options in mobility areas, ADA-accessible units and units for people with justice backgrounds
Establish new relationships with landlords and property owners
Assist in the development, and ongoing monitoring of customer relationship management database for unit portfolio
Provide subject-matter guidance and mentorship to other department professional
Provide direct support to the Senior Program Manager with the planning and implementation of program-related projects
Project Coordination
Secure leases and unit agreements
Outreach to and engage landlords to identify housing units
Develop and implement housing inspection process, including housing quality standards
Monitor unit remediation and repair activities prior to move-in
Address any ongoing tenant/client, property, and community issues that arise during the course of FHP operations
On behalf of CHH, enter into a range of leasing agreements (e.g. master leasing, scattered site leasing, subleasing management)
Manage after-hours emergency line for Landlord issues
Intervene with landlords on serious repair or safety issues after tenant move-in
Plan and facilitate landlord engagement and appreciation events
Collaborate with additional Landlord Engagement Team to ensure consistency across processes and messaging and to provide a platform for resource sharing
Quality Assurance and Data Entry
Monitor and review all housing inventory data in tracking system (i.e., CaseWorthy)
Correct missing or incorrect data on a quarterly basis
Ensure team weekly, monthly, and quarterly goals are met and documented within CaseWorthy
Submit weekly, monthly, and ad hoc reports
Meetings & Training Facilitation
Develop and conduct trainings for CHH staff and subcontracted staff on landlord-tenant law, landlord engagement and relationship building
Attend required conferences, trainings (i.e., HMIS, or any system-wide trainings) and webinars
Attend and participate in Program and Agency meetings (i.e., weekly FHP Team Meetings, Housing Department Meetings, Housing Specialist/Landlord Engagement Specialist weekly meetings, LES Team Meetings, LES Open Office Hours, All Staff Meetings)
Participate in applicable system-level external committees
Staff Supervision
Hire, train, mentor, and supervise assigned staff; assist in the recruitment and selection of team staff
Manage scheduling and job assignments; manage performance and, complete and communicate performance evaluations; recommend salary, disciplinary, and other personnel actions in accordance with personnel policies and procedures
Supervise one Landlord Engagement Specialist dedicated to supporting the KEYS program
Other
Assist with agency-wide activities as directed, including Annual Meeting, AIDS Run & Walk, and others
Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
Protect the organization's value and manage risk by keeping information confidential
Perform other duties as assigned
The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification. It is not necessarily descriptive of any one position in this class. The omission of an essential function does not preclude management from assignment of duties not listed herein if such functions are a logical assignment to the position.
SUPERVISORY RESPONSIBILITIES
Landlord Engagement Specialist (4)
EXPERIENCE AND EDUCATION
Minimum Qualifications
Bachelor's degree in Business Administration, Communications, Social Services or related field and 1 or more years of Housing or Business/Real Estate experience OR 3 or more years of Housing or Business/Real Estate experience
1 or more years of supervisory experience PLUS Valid driver's license and acceptable vehicle
insurance PLUS Reliable vehicle transportation
Preferred Qualifications
2 or more years of Real Estate experience
1 or more years in Social Services, specifically in Housing and Homelessness
KNOWLEDGE, SKILLS, AND ABILITIES
The ability to hold self and others accountable for rules and responsibilities
Knowledge of the different Chicago neighborhoods and how to navigate the varying environments
The ability to engage landlords to identify housing units across the Chicagoland area
The ability to use computer and web-based systems (e.g., PC-based tools, Microsoft applications, Web-based applications)
The ability to provide efficient, quality service to both internal and external customers
The ability and willingness to respect and value the differences and perceptions of different groups/individuals
The ability to work productively and effectively when faced with stressful work situations and time constraints
The ability and willingness to lead tasks and people effectively
The ability to define, diagnose, and resolve problems
Knowledge of supervisory methods and practices, and the ability to provide supervision to others
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS
None
WORK ENVIRONMENT AND PHYSICAL DEMANDS
The work environment is representative of that found in a general office environment. Tasks involve the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of moderate weight (up to 10 pounds.) Tasks may involve extended periods of time at a keyboard or workstation and on the telephone. This role requires work outside of the office as well, and within the community an employee may encounter stairs, spaces that are not ADA accessible, spaces with poor ventilation, etc. This role requires the ability to operate a vehicle, including a valid driver’s license, car insurance, and reliable access to a vehicle. Should an employee need accommodation to any of these demands, they should reach out to their supervisor and human resources.
As the administrator of the Flexible Housing Pool, the Center for Housing and Health (CHH) is charged with maintaining a portfolio of quality, readily accessible housing for program participants. The Flexible Housing Pool is a multisector investment in housing that aims to expand the number of units available to people in Chicago and Cook County experiencing homelessness. The Landlord Engagement Manager will work closely with the Senior Program Manager to secure housing units across Cook County, with a focus on the City of Chicago. The manager will be responsible for securing units in varying neighborhoods with a special focus on landlords willing to work with people with justice histories and who have ADA-accessible units. The Landlord Engagement Manager will be responsible for developing and maintaining relationships with the largest property owners in the portfolio. The Manager will lead a team of staff who will help develop and maintain the portfolio. This position will primarily support FHP’s youth cohort, but will work collaboratively with other FHP internal teams to meet program goals. The Landlord Engagement Manager will also coordinate with other client-facing FHP staff to ensure program participants experience a seamless and rapid transition to their permanent homes. CHH is a supporting organization of the AIDS Foundation Chicago.
The salary range for this role is $50,000 to $53,000.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Project Management
Build landlord portfolio to meet and exceed the needs of the FHP’s annual housing goals throughout Cook County
Identify and secure a broad range of proper, safe, and affordable housing throughout the city of Chicago
Ensure unit portfolio aligns with racial equity values of CHH and FHP, in particular by having unit options in mobility areas, ADA-accessible units and units for people with justice backgrounds
Establish new relationships with landlords and property owners
Assist in the development, and ongoing monitoring of customer relationship management database for unit portfolio
Provide subject-matter guidance and mentorship to other department professional
Provide direct support to the Senior Program Manager with the planning and implementation of program-related projects
Project Coordination
Secure leases and unit agreements
Outreach to and engage landlords to identify housing units
Develop and implement housing inspection process, including housing quality standards
Monitor unit remediation and repair activities prior to move-in
Address any ongoing tenant/client, property, and community issues that arise during the course of FHP operations
On behalf of CHH, enter into a range of leasing agreements (e.g. master leasing, scattered site leasing, subleasing management)
Manage after-hours emergency line for Landlord issues
Intervene with landlords on serious repair or safety issues after tenant move-in
Plan and facilitate landlord engagement and appreciation events
Collaborate with additional Landlord Engagement Team to ensure consistency across processes and messaging and to provide a platform for resource sharing
Quality Assurance and Data Entry
Monitor and review all housing inventory data in tracking system (i.e., CaseWorthy)
Correct missing or incorrect data on a quarterly basis
Ensure team weekly, monthly, and quarterly goals are met and documented within CaseWorthy
Submit weekly, monthly, and ad hoc reports
Meetings & Training Facilitation
Develop and conduct trainings for CHH staff and subcontracted staff on landlord-tenant law, landlord engagement and relationship building
Attend required conferences, trainings (i.e., HMIS, or any system-wide trainings) and webinars
Attend and participate in Program and Agency meetings (i.e., weekly FHP Team Meetings, Housing Department Meetings, Housing Specialist/Landlord Engagement Specialist weekly meetings, LES Team Meetings, LES Open Office Hours, All Staff Meetings)
Participate in applicable system-level external committees
Staff Supervision
Hire, train, mentor, and supervise assigned staff; assist in the recruitment and selection of team staff
Manage scheduling and job assignments; manage performance and, complete and communicate performance evaluations; recommend salary, disciplinary, and other personnel actions in accordance with personnel policies and procedures
Supervise one Landlord Engagement Specialist dedicated to supporting the KEYS program
Other
Assist with agency-wide activities as directed, including Annual Meeting, AIDS Run & Walk, and others
Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
Protect the organization's value and manage risk by keeping information confidential
Perform other duties as assigned
The list of essential functions, as outlined herein, is intended to be representative of the tasks performed within this classification. It is not necessarily descriptive of any one position in this class. The omission of an essential function does not preclude management from assignment of duties not listed herein if such functions are a logical assignment to the position.
SUPERVISORY RESPONSIBILITIES
Landlord Engagement Specialist (4)
EXPERIENCE AND EDUCATION
Minimum Qualifications
Bachelor's degree in Business Administration, Communications, Social Services or related field and 1 or more years of Housing or Business/Real Estate experience OR 3 or more years of Housing or Business/Real Estate experience
1 or more years of supervisory experience PLUS Valid driver's license and acceptable vehicle
insurance PLUS Reliable vehicle transportation
Preferred Qualifications
2 or more years of Real Estate experience
1 or more years in Social Services, specifically in Housing and Homelessness
KNOWLEDGE, SKILLS, AND ABILITIES
The ability to hold self and others accountable for rules and responsibilities
Knowledge of the different Chicago neighborhoods and how to navigate the varying environments
The ability to engage landlords to identify housing units across the Chicagoland area
The ability to use computer and web-based systems (e.g., PC-based tools, Microsoft applications, Web-based applications)
The ability to provide efficient, quality service to both internal and external customers
The ability and willingness to respect and value the differences and perceptions of different groups/individuals
The ability to work productively and effectively when faced with stressful work situations and time constraints
The ability and willingness to lead tasks and people effectively
The ability to define, diagnose, and resolve problems
Knowledge of supervisory methods and practices, and the ability to provide supervision to others
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS
None
WORK ENVIRONMENT AND PHYSICAL DEMANDS
The work environment is representative of that found in a general office environment. Tasks involve the ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing and/or pulling of objects and materials of moderate weight (up to 10 pounds.) Tasks may involve extended periods of time at a keyboard or workstation and on the telephone. This role requires work outside of the office as well, and within the community an employee may encounter stairs, spaces that are not ADA accessible, spaces with poor ventilation, etc. This role requires the ability to operate a vehicle, including a valid driver’s license, car insurance, and reliable access to a vehicle. Should an employee need accommodation to any of these demands, they should reach out to their supervisor and human resources.