Prospect & Portfolio Research Analyst @ The Jewish Federation of Greater Washington

Prospect & Portfolio Research Analyst

The Jewish Federation of Greater Washington envisions an open, connected, and vibrant Jewish community that cares for each other, fosters Jewish learning and journeys, embraces Jewish peoplehood and Israel, and acts as a force for good in the world. As a mission-driven non-profit
organization, we work to inspire, build, and sustain vibrant Jewish life in a changing world by mobilizing our community in common purpose, intentional innovation, and effective action. Learn more at

Position Overview:
The Jewish Federation of Greater Washington has recently completed a new strategic plan, which relies on financial growth to support our planned substantial investments for our community. We are hiring a Portfolio and Prospect Research Analyst to strategically and efficiently manage our Managed Constituents (Moves Management) program, supporting our Key Relationship and Donor Engagement teams. This is an exciting opportunity to join the inaugural Campaign Strategy and Management Team and lead a data-driven and research approach to financial resource development.

Primary Responsibilities:
• Champion the adoption and use of our moves management (Managed Constituent) module within our database, including the development and implementation of stewardship plans
• Manages the prospect management system within the database to assure Managed Constituents, Plans, and Steps are accurate, current and properly coded
• Prepare regular bi-weekly metrics and interaction reports, (providing more detailed reports and analysis as needed), to ensure Managed Constituents are moving through the donor life cycle on pace and in-line with campaign goals
• Provide re-active Donor and Prospect Research that enhances fundraising and relationship building activities
• Lead pro-active prospect research to identify and present new potential donors who have the capacity and inclination to support JFGW’s mission
• Oversee the daily administration of the systems data, data health, performance and metrics; serve as the team liaison to Donor Center Team.
• Develop systems and processes for identifying donor interest and engagement categories, capturing that data in the database in a consistent way, and allowing for utilization by our Campaign, Engagement and Direct Marketing teams
• Serve as a subject matter expert and reference to FRD colleagues for all things database related
• Lead and participate in data analysis and campaign management projects as required, including cross-functional data projects across the organization

• Minimum of 2 years of experience in fundraising and/or organizational management with demonstrated success in project management
• Detail oriented, highly organized, and comfortable in managing and following up with colleagues at all levels of the organization
• Knowledge of fundraising processes and prospect research tools and best practices
• Proven ability to work collaboratively and effectively with team members at all levels
• Excellent communication skills, both verbal and written
• Proficiency in Microsoft Office, specifically excel, and comfortable with and open to new technology
• Positive, can-do, go-getter attitude
• Ability to work independently, perform well under pressure, balance multiple tasks/requests and exhibit sound judgment
• Commitment to the mission of The Jewish Federation
• Knowledge of the Jewish community, its customs and practices, preferred

Interested? To apply, submit your cover*****************PROSPECT RESEARCH FY20

Application Instructions

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Job Summary

  • Duration: full-time
  • Benefits: paid vacation, sick leave, parental leave, medical, vision, dental, retirement plans, leave early for Shabbat, Life Insurance
  • Other Benefits: Great team environment, excellent time off and health care benefits, a commitment to learning, and more!
  • Preferred Experience: Managerial (3-5 years)
  • Preferred Degree: Bachelors
  • Job Posted: 2020-02-20
  • Times this job has been viewed: 200 times
  • Job is posted for: 60 days
  • Job Categories: Fundraising/Grants/Giving, Research, Annual Campaign
  • Organization Type: Federation
Job Location
The Jewish Federation of Greater Washington
6101 Executive Boulevard
North Bethesda , Maryland 20852-5800


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