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.

Pipeline Reporting:

• Review pipeline reports for accuracy and ensure all planned solicitations are reflected in the Salesforce CRM
• Identify opportunities for improving pipeline processes and reporting for the purpose of accurately forecasting fundraising revenue
• Provide fundraisers and support staff training on how and when to add opportunities to the Salesforce CRM Partner proactively with fundraisers to support opportunity strategy, validate ask readiness, and ensure pipeline entries reflect realistic probability, timing, and revenue expectations
• Other duties as assigned.

Job Specifications - minimum Knowledge, Skills, Abilities and Behaviors necessary to perform the job successfully. Equivalent combination of education and experience is acceptable.

• Bachelor’s Degree in a broad array of study areas preferred.
• 5+ years’ work experience in a development or fundraising role, specifically expertise in Prospect Management and Tracking principles and methods. Relevant experience in a not-for-profit, military, multicultural and/or global organization preferred.
• Skill in applying technical knowledge of donor database and CRM technologies including Salesforce Strong interpersonal and problem-solving skills. Ability to interact with USO Leadership, the general public and military audiences at a variety of levels with integrity and professionalism.
• Demonstrated ability to exercise sound judgment related to controversial and/or culturally sensitive subjects. Ability to handle confidential information with tact and poise.
• Working knowledge of basic business and data analysis functions including pivot tables and project management.
• Demonstrated initiative/self-motivation, with the ability to quickly and easily adapt to changing organizational needs.
• Proficiency using computers and electronic equipment. Working knowledge of various software, applications, and programs including but not limited to Microsoft Office suite.
• Ability to obtain and maintain proper credentials necessary to access USO Center locations and facilities including but not limited to security, credit and/or background screening, SOFA status, valid driver’s license.
• Must be a strong advocate of the USO’s mission.
• This is an in-person position located in Arlington, VA.

Details

• Resume and cover letter are required for full consideration.
• Background check – education, criminal and driving required.
• The statements contained herein describe the scope of the responsibility and essential functions of this position but should not be considered to be an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other areas to cover absences or relief to equalize peak work periods or otherwise balance the workload.

If that’s not enough to convince you, here are some direct quotes from employees:

• The organization truly cares about the people who work here.
• There is great consideration given and extended in the following areas: organizational core values for all, work-life balance, impact we can actually see (and even experience as a staff member- the feeling of making an impact is priceless), autonomy with respect to current position within the organization.
• Everyone is friendly and easy to talk to. We collaborate well together and share ideas and interests to create fun activities for our overall goal in the community. I couldn't think of a better organization to work for.
• The mission alone provides a positive and meaningful purpose, where people should want to work and be a part of. Most of the people who work for the USO and volunteer for the USO have giving hearts and want to make a difference. This also makes the organization a place where people would want to work.
• The mission and opportunities to make a Difference are amazing. There is no doubt that the USO is one of the most forward-facing, frontline serving nonprofits that I know of.

#theUSO

Apply today. Join the mission. Join Team USO.