Portfolio Analyst Job Description

Posted today

Portfolio Analyst

New York Presbyterian Hospital - New York, NY

Location
New York, New York
Shift:
Day (United States of America)
Description:

Lifesaving Care: Development Makes the Impact

NewYork-Presbyterian Hospital is one of the largest and most comprehensive health care institutions in the world. Our talented development professionals help ensure that we will have the resources to deliver the finest, most advanced patient care well into the future. We have launched a $2 billion capital campaign for key priorities that will maintain the Hospital's excellence in patient care, education, and translational research. We invite you to join our team and help us reach our campaign goal.

Portfolio Analyst - Development - Days

The Portfolio Analyst is responsible for a wide range of prospect management tasks including, but not limited to, monitoring the data management of prospect activity, engaging in pipeline development and analysis, and assisting with implementing prospect management processes and procedures. This role will manage the distribution of prospects and donors to fundraiser portfolios and meet with gift officers quarterly to present data-informed recommendations and ensure fundraisers are prioritizing top solicitation opportunities and maximizing revenue across Development. This position will work closely with the data analytics and IT team to utilize the CRM tools effectively for data querying and report development.

Preferred Criteria

Advanced skills with Microsoft applications which may include Outlook, Word, Excel, PowerPoint or Access and other web-based applications.
Experience in using Salesforce.

Required Criteria

Bachelor's degree
Minimum three (3) years of related experience in prospect research, fundraising database management, and/or donor strategy work
Exceptional writing skills
Rigorous attention to detail
Ability to handle multiple tasks and meet stringent deadlines.
Strong communication and teamwork skills
Aptitude for working independently.
Ability to follow ethical standards and utilize discretion in dealing with sensitive and confidential information.

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

2024 "Great Place To Work Certified"
2024 "America's Best Large Employers" - Forbes
2024 "Best Places to Work in IT" - Computerworld
2023 "Best Employers for Women" - Forbes
2023 "Workplace Well-being Platinum Winner" - Aetna
2023 "America's Best-In-State Employers" - Forbes
2022 "LGBTQ+ Healthcare Equality Leader" - Human Rights Campaign
2022 "Top 50 Companies for Diversity" - Diversity Inc.
2022 "Best Company for Multicultural Women" - Seramount
2022 "Top Company for Executive Women" - Seramount
"Silver HCM Excellence Award for Learning & Development" - Brandon Hall Group
2022 "Best Adoption Friendly Workplace" - Dave Thomas Foundation

NewYork-Presbyterian Hospital is an equal opportunity employer.

Salary Range:

$83,500-$92,500/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.