Portfolio Analytics Specialist – Fundraising Insights

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

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.