Data-Driven Fundraising Portfolio Analyst

NewYork-Presbyterian; New York (NY); Hybrid; USD 84,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

NewYork-Presbyterian is seeking a Portfolio Analyst to manage donor portfolios, optimize prospects, and support gift officers with data-informed insights. The role emphasizes collaboration with analytics and IT teams to drive fundraising efficiency.

The position requires a strong data mindset, ethical handling of sensitive information, and the ability to thrive in a fast-paced environment. Hybrid in-office work is required.

Qualifications

• Bachelor's degree required.
• Minimum three years of related experience in prospect research, fundraising database management, donor strategy, portfolio management, or related field.
• Experience analyzing data to develop recommendations and support decision-making.
• Ability to handle confidential information with discretion.

Responsibilities

• Manage prospect and donor portfolios across gift officer assignments.
• Develop pipeline strategies and optimize portfolio allocations.
• Provide data-informed recommendations to frontline fundraisers.
• Collaborate with Data Analytics and IT to leverage dashboards and reporting tools.
• Identify opportunities to improve processes and operational efficiency through technology.

Skills

Data analysis

Stakeholder communication

Portfolio prioritization

Education

Bachelor's degree

Tools

CRM systems

Dashboards/BI tools

Job description

NewYork-Presbyterian is seeking a Portfolio Analyst to manage donor portfolios, optimize prospects, and support gift officers with data-informed insights. The role emphasizes collaboration with analytics and IT teams to drive fundraising efficiency.

The position requires a strong data mindset, ethical handling of sensitive information, and the ability to thrive in a fast-paced environment. Hybrid in-office work is required.