Portfolio Optimization Analyst

The Portfolio Optimization Analyst plays a strategic role in enhancing the effectiveness of University Advancement’s fundraising efforts. The position ensures that major gift officer and development officer portfolios are optimized for equity, efficiency, and alignment with institutional priorities. Through advanced data analysis and strategic insight, the Analyst supports leadership decision-making and contributes to a sustainable, high-performing prospect pipeline.

Objectives

• Optimize fundraising portfolios to align with campaign goals and donor engagement strategies.
• Provide advanced data analysis and predictive modeling to inform strategic decisions.
• Establish and maintain performance benchmarks and portfolio standards.
• Serve as a subject matter expert in portfolio strategy and best practices.
• Support a data-informed culture through training, coaching, and actionable insights.
• Ensure portfolios are campaign-ready and support long-term fundraising success.

Skills And Qualifications

This position requires a level of education, training, and experience equivalent to a Bachelor’s degree in data analytics, business, nonprofit management, or a related field, plus a minimum of five (5) years of relevant experience in advancement services, prospect management, fundraising analytics, or a related discipline. An understanding of Major Gifts fundraising is required. An equivalent combination of education, training, and experience may be considered.

Knowledge, Skills, And Abilities Include

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