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Analyst, Portfolio Management

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Natural Resources Defense Council (NRDC)

28d ago

  • Job
    Full-time
    Mid & Senior Level
  • Data
    Research & Development
  • Washington

AI generated summary

  • You need a Bachelor’s degree, 4-7 years in prospect research or database management, Salesforce experience, proficiency in MS Office, strong communication skills, and a commitment to DEI principles.
  • You will manage Moves Management workflows, document policies, liaise with stakeholders, monitor data integrity, create project timelines, and assist in onboarding new revenue teams.

Requirements

  • Bachelor’s degree required.
  • 4-7 years prior experience in prospect research or general development database management of a Moves Management system.
  • Salesforce (strongly preferred) or similar CRM database experience required.
  • Tableau experience preferred.
  • Direct experience working within a Moves Management system.
  • Proficiency in Microsoft Office suite.
  • Ability to analyze and synthesize data from a wide variety of sources, and present the resulting information in a clear, concise summary.
  • Experience with relational databases and the ability to analyze and export information between systems.
  • Exhibits strong constituent service, organizational, project and time management skills.
  • Ability to adapt to changing priorities.
  • Strong written and verbal communication skills.
  • Commitment to NRDC’s mission, values, and DEI principles.

Responsibilities

  • Develop and manage the moves management workflow with the Donor Systems and CRM teams.
  • Lead the documentation of and training on the policies and procedures of Moves Management in Salesforce.
  • Document and monitor the integration of systems decisions and policies made by the AD of Portfolio Management.
  • Liaise with all stakeholders in Development, IT, and Finance on the creation and maintenance of Moves Management dashboards and reports.
  • Partner with the AD of Portfolio Management to solve any challenges in the implementation and onboarding of new teams into Moves Management.
  • Partner with the AD of Portfolio Management and the Portfolio Management coordinator on capturing data insights from gift officers for reporting and workflow management.
  • Create and monitor project timelines for onboarding new revenue teams in Development to Moves Management.
  • Work closely with database specialists in Development and IT to maintain data integrity and perform routine clean up.
  • Provide coverage for Portfolio Management Coordinator and AD of Portfolio Management with data entry or other duties as needed.

FAQs

What is the job title for this position?

The job title is Analyst, Portfolio Management.

Where is the position located?

The position is located in the Washington D.C. office.

What are the primary responsibilities of the Analyst, Portfolio Management?

The primary responsibilities include developing and managing the moves management workflow, documenting and training on policies and procedures in Salesforce, liaising with stakeholders, monitoring portfolio performance, and ensuring data integrity.

What qualifications are required for this position?

A Bachelor's degree is required, along with 4-7 years of experience in prospect research or development database management, strong Salesforce or similar CRM experience, and proficiency in Microsoft Office.

Is experience with Tableau necessary for this role?

Experience with Tableau is preferred but not required.

What is the salary range for this position?

The salary range for this position is $100,000 to $110,000, based on skills and experience.

Are there any specific software skills required for this job?

Yes, strong experience with Salesforce or similar CRM databases is required, as well as proficiency in Microsoft Office.

Is NRDC committed to diversity and inclusion?

Yes, NRDC is committed to advancing diversity, equity, and inclusion in their work and workplace.

Can candidates with arrest and conviction records apply for this position?

Yes, qualified applicants with arrest and conviction records will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

What is meant by "purposeful presence" in the workplace?

"Purposeful presence" refers to NRDC's expectation for employees to come into the office and spend meaningful time collaborating with colleagues while also allowing flexibility in work arrangements.

Does NRDC require COVID-19 vaccinations for employees?

Yes, NRDC asks that employees be vaccinated unless they have an approved medical or religious accommodation or other exemption in accordance with state and local law.

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Natural Resources Defense Council (NRDC)

The Earth's Best Defense

Government
Industry
501-1000
Employees
1970
Founded Year

Mission & Purpose

NRDC is the nation's most effective environmental action organization. We use law, science and the support of 1.3 million members and online activists to protect the planet's wildlife and wild places and to ensure a safe and healthy environment for all living things. Worth Magazine has named NRDC one of America's 100 best charities, and the Wise Giving Alliance of the Better Business Bureau reports that NRDC meets its highest standards for accountability and use of donor funds. NRDC was founded in 1970 by a group of law students and attorneys at the forefront of the environmental movement. NRDC lawyers helped write some of America's bedrock environmental laws. Today, our staff of more than 300 lawyers, scientists and policy experts -- a MacArthur "genius"​ award-winner among them -- work out of offices in New York, Washington, Chicago, Los Angeles, San Francisco and Beijing. The New York Times calls us "One of the nation's most powerful environmental groups."​ The National Journal says we're "A credible and forceful advocate for stringent environmental protection."​ With the support of our members and online activists, NRDC works to solve the most pressing environmental issues we face today: curbing global warming, getting toxic chemicals out of the environment, moving America beyond oil, reviving our oceans, saving wildlife and wild places, and helping China go green.