University Medical Associates (UMA)
Finance
AnalystProspectDevelopment
“Analyst - Prospect Development at University Medical Associates (UMA). Skills: Prospect Development, Data Analysis, Portfolio Management, Pipeline Strategy. Support implementation and continuous improvement of prospect management policies, portfolio standards and best practices. Monitor and evaluate fundraiser portfolios for alignment with capacity, engagement, and strategy”
What You'll Achieve.
Optimizing prospect portfolios; Analyzing donor pipelines; Delivering actionable insights to fundraising staff; Support implementation and continuous improvement of prospect management policies, portfolio standards and best practices; Monitor and evaluate fundraiser portfolios for alignment with capacity, engagement, and strategy; Recommend portfolio adjustments, including assignments, removals, and rebalancing; Track and report on key metrics such as portfolio size, movement, and stage progression; Analyze donor and prospect data to identify trends and opportunities; Analyze portfolio composition and performance to identify gaps and opportunities; Develop and maintain recurring and ad-hoc reports on pipeline health and portfolio performance; Support maintenance of dashboards and visualizations to track key metrics; Evaluate effectiveness of prospect development strategies and recommend improvements; Identify and vet new prospects through data analysis, screening results, and external tools; Segment and prioritize prospects based on capacity, affinity, and engagement indicators; Support targeted prospecting initiatives aligned with institutional fundraising priorities; Deliver concise, high-impact research and analysis to support cultivation, solicitation, and stewardship strategies; Ensure accurate integration of screening data into the CRM; Conduct periodic rescreening and data audits to maintain current and reliable records; Uphold data integrity and consistency across systems
Industry & Context.
analytical and problem-solving skills with the ability to interpret and apply data
Ability to bend at the waist, kneel, climb stairs, reach in all directions, fully use both hands and legs, possess good finger dexterity, perform repetitive motions with hands/wrists/elbows and shoulders, reach in all directions., Maintain 20/40 vision corrected, see and recognize objects close at hand and at a distance, work in a latex safe environment and work indoors., Frequently lift and/or carry objects weighing 20 lbs (+/-) unassisted., Lift from 36” to overhead 15 lbs., Infrequently work in dusty areas and confined/cramped spaces.
What They're Looking For.
Must Have
Bachelor’s degree required, analytical and problem-solving skills with the ability to interpret and apply data, Experience working with CRM systems (Raiser’s Edge preferred) and data tools (Excel required, visualization tools and Power BI a plus), Ability to translate data into actionable insights for non-technical audiences, Knowledge of prospect management principles and fundraising pipelines required, Commitment to confidentiality and data integrity
Nice to Have
Experience in prospect development, data analysis, fundraising operations, or related field preferred, Experience in healthcare fundraising preferred, visualization tools and Power BI a plus
What You'll Do.
Support implementation and continuous improvement of prospect management policies
portfolio standards and best practices
Monitor and evaluate fundraiser portfolios for alignment with capacity
Recommend portfolio adjustments
including assignments
Track and report on key metrics such as portfolio size
and stage progression
Assist in conversations on all aspects of Prospect Management including portfolio optimization
and process change management
Analyze donor and prospect data to identify trends and opportunities
Analyze portfolio composition and performance to identify gaps and opportunities
Develop and maintain recurring and ad-hoc reports on pipeline health and portfolio performance
Support maintenance of dashboards and visualizations to track key metrics
Evaluate effectiveness of prospect development strategies and recommend improvements
Identify and vet new prospects through data analysis
Segment and prioritize prospects based on capacity
and engagement indicators
Support targeted prospecting initiatives aligned with institutional fundraising priorities
Utilize tools such as iWave
SEC filings and other related platforms to inform identification strategies
high-impact research and analysis to support cultivation
and stewardship strategies
Synthesize biographical
and financial information into actionable narrative
Prioritize research requests based on strategic value and portfolio needs
Ensure compliance with confidentiality
and data privacy standards while maintaining CRM records
Manage and analyze wealth screening data to support prospect identification and capacity validation
Ensure accurate integration of screening data into the CRM
Conduct periodic rescreening and data audits to maintain current and reliable records
Partner with colleagues to uphold data integrity and consistency across systems
How You'll Work.
Team & Collaboration
Partner with colleagues to uphold data integrity and consistency across systems; Support fundraising staff
Communication Scope
Ability to translate data into actionable insights for non-technical audiences
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