Prospect Management Analyst
Core
Support prospect management strategies for fundraising colleagues by building and maintaining fundraiser portfolios, reviewing holding pools, and generating ad hoc prospect lists.
Role type
Prospect Management Analyst
Builds
Fundraiser portfolios and prospect lists
Domain
Higher education philanthropic fundraising
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
prospect research, prospect management, prospect development, analytical capability, Microsoft Office (Word, Excel, PowerPoint), data entry
Preferred skills
prospect development, large university setting experience, Salesforce, Tableau, AI tools (prompt writing, output refinement)
Technologies
AI, Excel, Salesforce, Tableau
Responsibilities
Partner with Prospect Research team to support prospect management strategies, build and maintain fundraiser portfolios, review and oversee prospect holding pools, participate in and lead portfolio review sessions, implement approaches to assess portfolio productivity, use analytics and data visualization to evaluate gift officer strategies, use AI tools to detect patterns across portfolios, provide proposal support to fundraisers, ensure timely and accurate capture of relationship management data, handle confidential donor information, maintain partnerships with fundraisers, improve prospect development processes, generate ad hoc prospect lists, assist with training and oversight of student workers
Seniority
Individual Contributor, mid-level