Analyst - Prospect Development
About The Position
As a key member of the Advancement Services team, the Analyst will support a comprehensive Prospect Development program through data-driven analysis, portfolio management, and pipeline strategy. This role focuses on optimizing prospect portfolios, analyzing donor pipelines, and delivering actionable insights to fundraising staff with some research responsibilities. This role reports to the Director of Prospect Development and is based in Charleston, SC. Entity University Medical Associates (UMA) Only Employees and Financials Worker Type Employee Worker Sub-Type Regular Cost Center CC002075 UMA OTHR PAY MUSC Foundation CC Pay Rate Type Salary Pay Grade Health-26 Scheduled Weekly Hours 40 Work Shift Job Description This position is on-site and based in Charleston, SC.
Requirements
- Bachelor’s degree required
- Experience in prospect development, data analysis, fundraising operations, or related field preferred
- Experience in healthcare fundraising preferred
- Strong 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 Haves
- Experience in prospect development, data analysis, fundraising operations, or related field
- Experience in healthcare fundraising
- visualization tools and Power BI a plus
Responsibilities
- 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
- Assist in conversations on all aspects of Prospect Management including portfolio optimization, system training, 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, 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
- Utilize tools such as iWave, LexisNexis, SEC filings and other related platforms to inform identification strategies
- Deliver concise, high-impact research and analysis to support cultivation, solicitation, and stewardship strategies
- Synthesize biographical, philanthropic, and financial information into actionable narrative
- Prioritize research requests based on strategic value and portfolio needs
- Ensure compliance with confidentiality, HIPAA, FERPA, 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
- Other duties as assigned
Benefits
- If you like working with energetic enthusiastic individuals, you will enjoy your career with us!
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
