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

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

Benefits

• 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.

2026 Best Companies in Healthcare, Biotech & Pharma – Glassdoor 2026 Best Place to Work – Glassdoor 2026 America’s Best Large Employers – Forbes 2026 America’s Best‑In‑State Employers – Forbes 2026 America’s Dream Employers – Forbes 2026 America’s Greatest Workplaces for Culture, Belonging & Community – Newsweek 2026 Best Places to Work in IT - Computerworld 2025 Great Place to Work Certified 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.

Internationally acclaimed, our hospital leads the way in research, life‑shaping education and compassionate care. Step into a career at a truly Amazing place. Among the highest echelon of the topmost hospitals in the world, NewYork‑Presbyterian is Making It Possible for patients at this moment. What does this mean for you? Nothing less than an extraordinary career. We care for 1 out of every 4 New Yorkers in medical need. The nation's largest not‑for‑profit academic medical center, with over 2 million patient visits a year.