Prospect Management Analyst

About the role

The Prospect Management Analyst supports fundraising colleagues by providing support to inform prospect management strategies, managing fundraiser portfolios, and leading portfolio review sessions. This role requires regular review and management of prospect holding pools, evaluating portfolio productivity, and using analytics and AI tools to identify prospects ready for action.

Responsibilities

• Provide support to inform prospect management strategies for fundraising colleagues.
• Build and maintain fundraiser portfolios, ensuring top prospects are actively managed by fundraisers.
• Regularly review and manage prospect holding pools to determine when assignments to fundraisers are appropriate.
• Participate in and/or lead portfolio review sessions with fundraisers and prospect researchers.
• Implement methods to evaluate portfolio productivity and fundraiser activities/strategies.
• Apply analytics - portfolio metrics, productivity measures, and data visualization - to evaluate gift officer strategies and surface prospects ready for action.
• Use AI tools to identify patterns across portfolios, applying sound judgment to verify and refine AI-generated output.
• Provide proposal-related support to fundraisers, including proposal pipeline processes and development.
• Ensure the effective and timely capture of relationship management data, and its entry into the donor database, as appropriate.
• Exercise appropriate care with confidential donor information, including when using approved AI and analytics tools.
• Establish a strong partnership and open communication with fundraisers and other UMAF colleagues.
• Contribute to the improvement of processes and procedures for the prospect development team.
• Provide ad hoc prospect list generation for fundraisers to assist in identifying prospects ready for outreach or assignment.
• Afford assistance with training and work oversight of student workers, as needed.
• Perform other duties as assigned.

Qualifications

• Bachelor's degree.
• 2+ years of experience in prospect research, prospect management and/or prospect development, or an equivalent combination of education and experience.
• Strong analytical skills, as well as written and verbal communication skills.
• Demonstrated comfort using AI tools to summarize, draft, or analyze, and a willingness to integrate them into daily work.
• Strong interpersonal skills with the ability to work within a customer service-oriented environment.
• Experience with Microsoft Office suite, including Word, Excel, and PowerPoint.

Preferred Qualifications

• 2+ years of experience in prospect development.
• Experience working in a large university.
• Familiarity with Salesforce and Tableau; comfort pulling and shaping data (Salesforce reports, basic querying).
• Fluency with AI tools in an advancement context - able to write effective prompts, evaluate and refine outputs, and judge when AI is and isn't the right tool for a task.