California Arts Council

State of California

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Portfolio Management Associate
San Francisco Symphony

San Francisco, CA


The Portfolio Management Associate contributes to the success of the San Francisco Symphony’s fundraising efforts in the individual giving programs by managing records of portfolio managed prospect activity driving business intelligence and strategic reporting; providing actionable analysis of portfolios; managing preparation and documentation of solicitations; documenting gifts and pledges of $50,000 and above; and serving as primary donor point of contact for high-touch cultivation and stewardship events. This role is a member of the Individual Giving team, providing strategic reporting and analysis, data tracking, research, and administrative support to the Symphony’s frontline fundraisers.


For the individual giving programs, including annual fund, special appeals, endowment, gift planning, and sponsorships, as needed:

  • Maintains solicitation plans, moves management records, and contact reports in Tessitura database for portfolio managed prospects, except those in the President’s, Executive Director’s, and Director of Development’s portfolios.
  • Debriefs gift officers on their portfolio activity on a regular schedule to ensure timely, accurate, and consistent recording of information necessary for business intelligence and strategic reporting, except Director of Development.
  • Provides periodic portfolio and pipeline reports for individual officers and internal meetings.
  • Prepares and mails solicitation and/or proposal materials for portfolio managed prospects.
  • For solicitations executed by all gift officers except the Director of Development, scans and uploads solicitation and/or proposal documentation into Tessitura.
  • Coordinates with Manager of Development Analytics to compile lists for solicitations and prepare “gift summary” documentation, including scans and uploads into Tessitura.
  • Works with Development Communications Manager and Events Coordinator to maintain accuracy of donor meeting schedules and high-touch cultivation/stewardship events in the Development calendar in Smartsheet.
  • Coordinates logistical arrangements and serves as on-site support and point of contact with donors for small-scale, high-touch, ad-hoc cultivation and stewardship hospitality as needed.
  • Recognizes opportunities and anticipates needs, reviews requests for information and determines appropriateness of release, and keeps senior staff informed of items requiring attention.
  • Maintains working knowledge of Development-wide events and protocol in order to answer Board, donor, or other inquiries on behalf of the department. 



  • Minimum two years of experience in development
  • Bachelor’s degree or equivalent
  • Excellent written and verbal communication skills
  • Superb organizational skills
  • Polished public manner
  • Ability to work well with all types of people, particularly board members, donors, volunteers, and a diverse group of staff
  • Ability to take initiative and manage multiple projects under deadline pressure in a fast-paced, dynamic environment
  • Excellent clerical and computer skills, including proficiency with MS Word, Excel and Outlook


  • Working knowledge of Tessitura
  • Working knowledge of Smartsheet
  • Experience in planning and implementing complex mailings desired


To apply, please visit our website at  Under the About Us tab, go to the Careers and Auditions page and click on “Jobs at the SF Symphony.”  Search for this job and click on “Apply for this Position” to submit your resume, a paragraph sharing why you are interested in the position and what you can bring to the team,  and a cover letter (optional).


The San Francisco Symphony, under Music Director Michael Tilson Thomas, is one of the country’s leading orchestras. Some 220 concerts each year reach an audience of more than 600,000, while national and international broadcasts, heard on more than 215 radio stations, reach millions more. The Symphony has its own recording label, SFS Media, and its recordings have won some of the world’s highest honors. Its multimedia initiative, Keeping Score, has reached over six million people with television and radio broadcasts, DVDs, and an interactive website. The Orchestra tours extensively throughout Europe, Asia, and the United States, and its outstanding artistic reputation enables it to attract the world’s finest guest artists and conductors to Davies Symphony Hall. More than 70,000 young people are served each year by the Symphony’s numerous education programs, including its internationally renowned Youth Orchestra and Adventures in Music (AIM), which reaches every 1st through 5th grader in San Francisco’s public schools. The organization is led by President Sakurako Fisher and Executive Director Mark Hanson.

The San Francisco Symphony’s mission is to set the highest possible standard for excellence in musical performance at home and around the world; enrich, serve, and shape cultural life throughout the spectrum of Bay Area communities; and maintain financial stability and gain public recognition as a means of ensuring its ability to fulfill its mission.

The San Francisco Symphony is an Equal Opportunity Employer.


Deadline: 01-25-2018

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