Fundraising Prospect & Portfolio Analyst

Providence Health Plan Group; Irvine, Northern (CA, KY); Hybrid; USD 77,000 - 120,000; Full time

Job summary

Providence Strategic And Management Services in Irvine, CA seeks a Prospect and Systems Management Analyst to support fundraising efforts by partnering with philanthropy officers, building and overseeing prospect portfolios, and optimizing pipelines.

You will track moves management, conduct prospect research, and help maintain accurate donor records to inform cultivation and solicitation strategies while collaborating on portfolio reviews and strategy discussions.

Qualifications

• Bachelor's Degree in Business, Finance, Journalism, or Public Administration or equivalent
• 2+ years in a fundraising environment
• Experience with Microsoft Word and Excel

Responsibilities

• Build, manage and optimize prospect portfolios and fundraising pipelines.
• Track prospect activity through moves management and support portfolio reviews.
• Conduct prospect research to inform cultivation and solicitation strategies.
• Maintain prospect records and data integrity for reliable reporting.

Education

Bachelor's Degree in Business, Finance, Journalism, or Public Administration

Tools

Microsoft Word

Microsoft Excel

Blackbaud (donor DB)

Salesforce

Job description

Providence Strategic And Management Services in Irvine, CA seeks a Prospect and Systems Management Analyst to support fundraising efforts by partnering with philanthropy officers, building and overseeing prospect portfolios, and optimizing pipelines.

You will track moves management, conduct prospect research, and help maintain accurate donor records to inform cultivation and solicitation strategies while collaborating on portfolio reviews and strategy discussions.