Analyst, Portfolio Management

Overview

NRDC is a non-profit environmental advocacy organization. We use law, science, and the support of 3.1 million members and online activists to protect the planet's wildlife and wild places and to ensure the rights of all people to clean air, clean water, and healthy communities. NRDC was founded in 1970 and our people helped write some of America's bedrock environmental laws, including the Clean Water Act and many of the implementing regulations. Today, our team of more than 700 lawyers, scientists, economists, policy advocates, communications experts, and others work across the United States and the globe from our offices in Beijing; Bozeman, Montana; Chicago; New Delhi; New York; San Francisco; Santa Monica; and Washington, D.C. 

NRDC is seeking an Analyst, Portfolio Management to work with the Development team in our Washington D.C. office.

Position Summary 

The Analyst, Portfolio Management reports to the Associate Director (AD) of Portfolio Management and is an integral member of the Portfolio Management team. The Analyst will apply their in-depth and practical knowledge of Moves Management and CRM fundraising systems to apply creative database techniques and high-level analyses of our new Moves Management. The Analyst will draft and document policies and procedures, partner with the Donor Systems and CRM team in IT on Salesforce enhancements, along with all other teams in Development as we roll out Moves Management for each revenue team at NRDC.

Working under the guidance of the AD, the Analyst is responsible for the capture and oversight of all Salesforce reporting relating to Moves Management components of the database. The Analyst will implement tactics to keep all active portfolios up to date and prioritized. The successful candidate will be responsible for documenting a set of metrics and will provide analyses allowing for the evaluation of portfolio performance. 

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.

Qualifications

• 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

NRDC is committed to advancing diversity, equity, and inclusion, both in our work and in our workplace. We believe that celebrating and actively welcoming diverse voices and perspectives is essential to solving the planet's most pressing environmental problems, and we encourage applications from candidates whose identities have been historically under-represented in the environmental movement. 

We are an equal opportunity employer and do not discriminate in hiring or employment on the basis of race, color, religion, gender, gender identity or expression, marital status, sexual orientation, national origin, citizenship, age, disability, veteran status, or any other characteristic protected by federal, state, or local law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.  

We offer competitive salaries, excellent benefits, and a supportive working environment. Salary is based on a nonprofit scale and is commensurate with skills and experience. Internal equity will be reviewed and considered to determine a final offer. For this position, the salary range is $100,000 to $110,000.  

Our offices are open and we are operating in a hybrid model. We offer NRDCers flexibility, and we ask them to come into the office and spend meaningful time there in collaboration with their colleagues. We call this purposeful presence. 

As a science-based organization, NRDC aims to do our part to help contain the COVID-19 public health crisis. For the sake of health, safety, and equity, we ask that people be vaccinated unless they have an approved medical or religious accommodation or other exemption in accordance with state and local law. We consider a person to be vaccinated two weeks after receiving one full course of a CDC-approved vaccine. In accordance with state or local law, new hires will be asked to attest to vaccination, those wishing to do so may request medical or religious accommodations or other exemptions via NRDC Employee Relations. NRDC treats all vaccine-related data confidentially, in keeping with local, state, and federal laws. 

To apply, visit www.nrdc.org/careers and upload your résumé and cover letter. Please mention where you saw this posting and upload any additional materials that showcase your abilities. Due to the high volume of applications, we will contact only those candidates we would like to interview. Please no phone calls, emails, or in-person résumé drop-offs. 

If you experience technical problems while applying or if you are a person with a disability and need assistance applying online, please reach out to iCIMS Customer Care at 1-800-889-4422. 

For more about NRDC, visit www.nrdc.org. 

Salary : $100,000 - $110,000