Hybrid Prospect Strategy & Analytics Analyst

Uma Foundation; Hadley (MA); Hybrid; USD 65,000 - 72,000; Full time

Benefits offered by this job

20 vacation days

12 holidays

12 sick days

5 personal days

2 office closure days

Job summary

University of Massachusetts Amherst Foundation (UMAF) is seeking a Prospect Management Analyst to maximize fundraising potential through portfolio alignment and move management, guiding gift officer activity and ensuring timely data capture in the donor database.

You will partner with Prospect Research, manage portfolios, and lead reviews, while applying analytics and AI to surface prospects ready for outreach. This hybrid role supports multiple northeast states and university partners.

Qualifications

• 2+ years of experience in prospect research, prospect management and/or prospect development, or an equivalent combination of education and experience.
• Strong analytical skills, as well as written and verbal communication skills.
• Demonstrated comfort using AI tools to summarize, draft, or analyze, and a willingness to integrate them into daily work.
• Strong interpersonal skills with the ability to work within a customer service‑oriented environment.
• Experience with Microsoft Office suite, including Word, Excel, and PowerPoint.

Responsibilities

• In partnership with the Prospect Research team, provide support to inform prospect management strategies for fundraising colleagues.
• Build and maintain fundraiser portfolios, ensuring that top prospects are actively managed by fundraisers.
• Regularly review and manage prospect holding pools to determine when assignments to fundraisers are appropriate.
• Participate in and/or lead portfolio review sessions with fundraisers and prospect researchers.
• Implement methods to evaluate portfolio productivity and fundraiser activities/strategies.
• Apply analytics—portfolio metrics, productivity measures, and data visualization—to evaluate gift officer strategies and surface prospects ready for action.
• Use AI tools to identify patterns across portfolios, applying sound judgment to verify and refine AI‑generated output.
• Provide proposal‑related support to fundraisers, including proposal pipeline processes and development.
• Ensure the effective and timely capture of relationship management data, and its entry into the donor database, as appropriate.
• Exercise appropriate care with confidential donor information, including when using approved AI and analytics tools.
• Establish a strong partnership and open communication with fundraisers and other UMAF colleagues.
• Contribute to the improvement of processes and procedures for the prospect development team.
• Provide ad hoc prospect list generation for fundraisers to assist in identifying prospects ready for outreach or assignment.
• Assist with training and work oversight of student workers, as needed.
• Other duties as assigned.

Skills

Analytical skills

Written & verbal communication

Interpersonal skills

AI tools familiarity

Customer service mindset

Tools

Microsoft Office

Salesforce

Tableau

Job description

University of Massachusetts Amherst Foundation (UMAF) is seeking a Prospect Management Analyst to maximize fundraising potential through portfolio alignment and move management, guiding gift officer activity and ensuring timely data capture in the donor database.

You will partner with Prospect Research, manage portfolios, and lead reviews, while applying analytics and AI to surface prospects ready for outreach. This hybrid role supports multiple northeast states and university partners.