Portfolio Analyst

nyp; United States; On-site; USD 84,000 - 100,000; Full time

Job summary

NewYork-Presbyterian Hospital is seeking a Portfolio Analyst to manage prospect portfolios and support data-driven fundraising decisions. The role involves pipeline development, portfolio optimization, and ensuring alignment with organizational policies and objectives.

The analyst will work with gift officers and the Data Analytics/IT teams to transform CRM data into strategic insights, while emphasizing ethical handling of sensitive information in a fast-paced healthcare environment.

Qualifications

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

Responsibilities

• Manage prospect and donor portfolios to align with fundraising objectives.
• Develop pipeline and assign prospects to gift officers.
• Transform portfolio data into actionable fundraising insights using dashboards.
• Collaborate with Data Analytics and IT to leverage CRM tools and reporting.

Skills

Data analysis

Communication

Project management

Education

Bachelor's degree

Tools

Salesforce

CRM systems

Microsoft Office

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.

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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• 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 a