Portfolio Analyst

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

Job summary

NewYork-Presbyterian Hospital seeks a Portfolio Analyst to manage prospect and donor portfolios, performing data-driven analysis to optimize fundraising efforts. The role partners with gift officers and the Data Analytics team to transform portfolio data into actionable insights using CRM dashboards and reporting tools.

The ideal candidate will have at least three years in prospect research or related fields, a Bachelor's degree, and strong ethics in handling sensitive information.

Qualifications

• Bachelor's degree required.
• Minimum three (3) years of related experience in prospect research or fundraising.
• Experience analyzing data to develop recommendations and support decision-making.
• Ability to handle sensitive information with ethics and discretion.

Responsibilities

• Manage pipeline development and portfolio optimization for fundraising.
• Coordinate prospect assignment and ensure portfolios align with policy.
• Maintain prospect/donor distribution to gift officers and provide data-driven insights.
• Partner with frontline fundraisers to prioritize prospects and accelerate revenue.
• Leverage CRM systems, dashboards, and reporting tools to transform data into insights.
• Identify opportunities to apply AI-enabled tools to improve portfolio analysis and efficiency.

Skills

Data analysis

Portfolio management

Stakeholder communication

Discretion

Education

Bachelor's degree

Tools

Microsoft Office

Salesforce

Job description

Location

New York, New York

Shift

Day (United States of America)

Description

Portfolio Analyst

NYP is one of the largest and most comprehensive healthcare institutions in the world. Our talented development professionals help ensure that we will have the philanthropic resources to deliver the finest, most advanced patient care well into the future. We have launched a $2B comprehensive campaign for key priorities that will maintain the Hospital’s excellence in patient care, education, and translation research.

The Portfolio Analyst is responsible for a wide range of prospect management tasks including pipeline development, portfolio optimization, prospect assignment strategy, and ensuring portfolios align with organizational policy and fundraising objectives. This role will help maintain the integrity and effective use of prospect and portfolio data while supporting a data-driven fundraising program. The Portfolio Analyst will manage the distribution of prospects and donors to gift officer portfolios and serve as a strategic partner to frontline fundraisers by facilitating portfolio consultations, presenting data-informed recommendations, and identifying opportunities to advance prospects through the fundraising pipeline. The Analyst will work closely with gift officers to prioritize their top prospects, strengthen portfolios, and accelerate revenue outcomes. Working in partnership with the Data Analytics and Information Technology teams, the Analyst will leverage the CRM system, dashboards, and reporting tools to transform portfolio data into actionable fundraising insights. The Analyst will also identify opportunities to leverage emerging technologies, including AI-enabled tools, to improve portfolio analysis, reporting, operational efficiency, and fundraising effectiveness. To be successful, this individual must be highly analytical, collaborative, and relationship-oriented, with the ability to communicate effectively across teams, manage multiple priorities, and thrive in a fast-paced environment.

This is a hybrid position with an in office requirement.

Required Criteria

• Bachelor's degree
• Minimum three (3) years of related experience in prospect research, fundraising database management, donor strategy, portfolio management, or a related field
• Experience analyzing and interpreting data to develop recommendations and support decision-making.
• Ability to follow ethical standards and exercise discretion when handling sensitive and confidential information.

Preferred Criteria

• Advanced skills with Microsoft applications which may include Outlook, Word, Excel, PowerPoint, or Access and other web-based applications.
• Experience with fundraising databases (Salesforce preferred)
• Effective communication and relationship-building skills with the ability to present insights and recommendations to diverse stakeholders.
• Project management interest or experience, including developing project plans and timelines, managing competing priorities, coordinating deliverables, and tracking progress.
• Strong analytical skills, with experience leveraging CRM systems, dashboards, and business intelligence tools to transform data into actionable insights.
• Ability to manage multiple tasks and meet stringent deadlines.
• Exceptional writing skills and rigorous attention to detail
• Excellent organizational, planning and time management skills
• Interest in identifying opportunities to improve processes, streamline workflows, and enhance operational efficiency through technology and automation.

Join a healthcare system where employee engagement is at an all-time high. Here we foster a culture of respect, belonging, and inclusion. Enjoy comprehensive and competitive benefits that support you and your family in every aspect of life. Start your life-changing journey today.

Please note that all roles require on-site presence (variable by role). Therefore, all employees should live within a commutable distance to NYP.

NYP will not reimburse for travel expenses.

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• 2025 Best Employers for Women – Forbes
• 2025 Companies that Care – People
• 2025 America’s Greatest Workplaces for Mental Well-Being - Newsweek

NewYork-Presbyterian Hospital is an equal opportunity employer.

Salary Range

$83,500-$100,200/Annual

It all begins with you. Our amazing compensation packages start with competitive base pay and include recognition for your experience, education, and licensure. Then we add our amazing benefits, countless opportunities for personal and professional growth and a dynamic environment that embraces every person. Join our team and discover where amazing works.