Prospect and Portfolio Lead

Job description

It’s not every day that a job comes along where you really can change the world. Keep reading if you want to be part of: Creating positive change in the lives of the world’s most vulnerable children. Use your research skills to identify prospects and grow major donor pipelines. Turn your analytical skills into real impact for major donor fundraising. Are you a skilled researcher with a passion for philanthropy? As our Prospect and Portfolio Lead, you will identify and qualify major donor prospects, manage donor portfolios, and deliver strategic insights that power World Vision New Zealand’s fundraising growth. This is your chance to put your analytical skills to work for a purpose that truly matters — transforming the lives of vulnerable children worldwide. In this role, you will work closely with our Philanthropy team to ensure the right prospects are identified, researched and engaged at the right time. You will be the backbone of our fundraising intelligence, building robust donor profiles, managing pipeline discipline, and helping Relationship Managers and senior leaders focus their energy where it counts most. Key Responsibilities Identify, research and qualify prospective major donors, trusts and foundations. Build and maintain high-quality donor and prospect profiles using internal and external research sources. Lead portfolio management practices across the Philanthropy team, including moves management, portfolio health and pipeline oversight. Maintain accurate prospect data, ratings and opportunity records in our CRM (Microsoft Dynamics). Produce clear pipeline reports and analytics to guide fundraising decisions and leadership planning. Critically evaluate outputs from AI-generated and automated research tools with sound analytical judgement. Protect sensitive donor information with the highest levels of discretion and integrity. This is your opportunity to join a professional, passionate and diverse team at World Vision New Zealand, who are committed to creating meaningful change for children. Every day, as part of World Vision’s global reach, you’ll help the world’s most vulnerable families build safer and brighter futures. Every night, you’ll go home knowing you made a difference in someone’s life. About you: At least 3 years’ experience in prospect research, philanthropy operations, CRM management, fundraising analysis or a related role. Experience identifying, researching and qualifying major donor, trust and foundation prospects. Experience managing donor portfolios, moves management or opportunity pipelines in a fundraising environment. Strong analytical skills with the ability to interpret data, identify trends and provide practical fundraising insights. Demonstrated ability to critically evaluate AI-generated or automated research outputs and form independent qualitative assessments. Experience using CRM systems to maintain high-quality donor and prospect information (Microsoft Dynamics preferred). Excellent written communication skills, able to produce clear prospect profiles, briefings and reports. Strong organisational skills with a high level of accuracy and attention to detail. Ability to build collaborative relationships and influence fundraising strategy through data and insight. Experience with prospect research and wealth screening tools is highly desirable. Experience working with Apra International or similar industry organisations is an advantage. Why work with us? The team at World Vision are connected in our desire to seek justice and to overcome poverty for all children, everywhere. We are mission focused and maintain our Christian identity while embracing the diversity of all people. We offer unique benefits that are aligned to who we are as an organisation and our people. You’ll be a part of creating positive change in the lives of the world’s most vulnerable children. We offer a comprehensive benefits package; including Southern Cross medical insurance and life insurance, a day off on your birthday, the option to buy additional leave, a hybrid work environment, an Employee Assistance Program (EAP), and access to a free Wills package. Be a part of World Vision’s haerenga (journey) of embracing te ao Māori, enabling us to be more effective in achieving our Mission. Opportunities for ongoing learning, development and education through a range of channels including training and development as part of World Vision International. What you need to know World Vision is a Christian organisation that empowers everyday New Zealanders to stand up and make a difference for children in the world’s toughest places through emergency relief, community development and advocacy work. You’ll be joining New Zealand’s largest overseas humanitarian organisation, made up of 100 staff. You’ll also become part of something bigger, World Vision’s global partnership of 35,000 staff and 3.3 million supporters in 100 countries. So far, we’ve impacted the lives of more than 200 million vulnerable children by tackling the root causes of poverty. This is your chance to make a massive impact, right when it’s needed the most. We work from a Christian kaupapa. We see our work as a practical expression of the gospel, and we value and support the wairua (spiritual wellbeing) of our people and partners. We believe in a world where every child, no matter where they were born, can live life in all its fullness. It’s as simple as that. Location and Hours Based in Penrose, Auckland Full-time, Permanent position. 37.5 hrs per week. Hybrid work Eligibility To be eligible for this role you must have current entitlement to work in New Zealand. Apply Now We welcome applications from anyone who wants to seek justice and overcome poverty for all children, everywhere, and brings the required skills. We act in ways that respect the dignity, uniqueness and intrinsic worth of every person. Please let us know if there are any accommodations we can make to help you with your application or in our recruitment process. World Vision New Zealand is committed to safeguarding children. All applicants will undergo appropriate screening, including police vetting. For more information, please contact . Alternatively, click Apply Now to submit your application. Our vision for every child, life in all its fullness; Our prayer for every heart, the will to make it so. "As part of the recruitment process, World Vision New Zealand may with consent contact referees or partner organisations located inside or outside of New Zealand to verify information provided in your application. Any personal information disclosed during this process will be handled securely and in accordance with our Privacy Policy and applicable privacy laws."