Prospect Management Analyst

The Prospect Management Analyst at the University of Massachusetts Amherst Foundation supports strategic fundraising in the Fundraising & Development department. This role analyzes prospect data, manages portfolios, and develops insights to guide donor strategy and pipeline growth. Working in a collaborative, mission-driven environment, the analyst partners with gift officers to optimize outreach, track engagement, and report on fundraising performance. The position advances UMass Amherst's academic programs, research, and scholarships by transforming data into actionable recommendations that strengthen philanthropic impact and long-term relationships.

Responsibilities

• Analyze and interpret prospect and donor data to support fundraising strategy and portfolio management.
• Maintain and optimize prospect portfolios for gift officers, ensuring alignment with institutional priorities.
• Develop reports, dashboards, and KPIs to track pipeline health and fundraising performance.
• Conduct prospect research, segmentation, and scoring to identify and prioritize giving opportunities.
• Collaborate with fundraisers, leadership, and advancement staff to inform donor cultivation and solicitation strategies.
• Ensure data quality, consistency, and integrity within the CRM and related systems.
• Support forecasting, benchmarking, and trend analysis for campaigns and development initiatives.
• Translate complex data insights into clear, actionable recommendations for non-technical stakeholders.

Required Skills

• Prospect research and portfolio management
• Fundraising and development analytics
• Data analysis and statistical interpretation
• CRM and advancement database management (e.g., Raiser's Edge, Salesforce NPSP)
• Report building and dashboard creation (e.g., Tableau, Power BI, Excel)
• Data segmentation, modeling, and scoring
• Data hygiene and quality control practices
• KPI and metrics development for fundraising performance
• Advanced Excel or similar spreadsheet skills
• Written and visual data storytelling for stakeholders