Portfolio Management Analyst (Remote)
Company: PeaceHealth
Location: Vancouver
Posted on: May 15, 2022
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Job Description:
**Description**PeaceHealth is seeking a Foundation Portfolio
Management Analyst. Our mission is to promote personal and
community health, relieve pain and suffering, and treat each person
in a loving and caring way. Our Foundation exists to solely support
this position by procuring the resources to support this healing
mission.**Must be fully vaccinated for COVID-19 including 2 doses
of a 2-dose series or 1 dose of a 1-dose series plus 14 days beyond
the final dose prior to start date.****This position can be
performed fully remote. If telecommuting, PeaceHealth will provide
the caregiver with necessary computer equipment. It is the
responsibility of the caregiver to provide High-Speed Internet
access. Caregiver must reside in OR, WA, or AK.**Responsible for
strategically coordinating pipeline and portfolio activities across
the PeaceHealth Foundations organization. Works with development
officers to deploy a robust moves management program focused on
major gift. Activities will include helping to lead prospect
meetings, implement plans and reports for pipeline development,
assign new prospects and guide best practices for moves
management.**Details of the position:**+ Proactively works with
fundraisers and members of the foundation executive teams to
conduct portfolio reviews, assign prospects, implement moves
strategies and deploy strategies and accountability for portfolio
optimization. Prepares for and leads meetings.+ Manages reporting
needs and generates new reports to create organizational
efficiencies and data driven strategies for portfolio management.
Imports, exports and creates new records and makes suggestions
about database table structure to support a robust moves management
program.+ Ensures data in NXT is up to date regarding stages,
portfolio make-up, proposal development, affinity areas, and uses
the database to manage portfolio to industry best practices.+
Analyzes all major/planned giving portfolios for optimization and
implements recommendations on an individual fundraiser basis.+
Creates specific strategies with fundraisers to convert prospects
to donors with an emphasis on donors with the capacity to
contribute major gift.+ Works closely with annual giving team and
prospect researcher to identify prospects from the grateful patient
program and ensure appropriate donors are moved into portfolios.+
Keeps up to date on trends in the healthcare philanthropy industry
as it relates to pipeline optimization, prospect research and moves
management. Plans for and implements new technology tools, systems
and workflows.+ Serves as the lead on grateful patient physician
engagement, working with foundation teams and fundraiser to develop
and implement strategies to connect potential grateful patients to
philanthropy.+ Serves as a member of the operations team, provides
back-up support as needed along with other duties as assigned.+
Operates with a high degree of confidentially and implements
safeguards for donor data, HIPAA and other industry best
practices.**What you bring:**+ Bachelor's degree in business,
non-profit management, fundraising, or related field or equivalent
knowledge and skills obtained through a combination of education,
training and experience required.+ Minimum of 3 years proven
success in moves management, philanthropy operations, prospect
research, fundraising or other, similar field.+ Philanthropy
experience preferred.+ Experience in a healthcare environment
preferred.+ Ability to work in a multi-unit, complex environment,
resulting in significant improved development performance and
growth, preferred.+ Member of APRA - will be provided by
PeaceHealth.**Other skills:**+ Ability to extract and analyze
data.+ In-depth knowledge of multiple accepted research sources,
internet search skills, relevant media outlets and resources,
philanthropic trends and the non-profit field in general.+
Commitment to basic prospect research ethics.+ Ability to maintain
confidentiality of information.+ Ability to think strategically and
influence others.+ Entrepreneurial team player who has a commitment
to and passion for the mission of PeaceHealth.+ Strong analytical
skills.+ Strong written and verbal communication skills advanced
working knowledge of Microsoft Office products.+ Experience working
with a CRM, preferably Blackbaud product.**For a full description
of the position for questions, contact Beth,
bnovak@peacehealth.org.**See how PeaceHealth is committed to
Inclusivity, Respect for Diversity and Cultural Humility
(https://www.thecaregiver.org/wp-content/uploads/2017/05/PeaceHealth-Statement-of-Commitment-to-Diversity-and-Inclusion-vFINAL.pdf)
.For full consideration of your skills and abilities, please attach
a current resume with your application. EEO Affirmative Action
Employer/Vets/Disabled in accordance with applicable local, state,
or federal laws.REQNUMBER: 17638
Keywords: PeaceHealth, Vancouver , Portfolio Management Analyst (Remote), Executive , Vancouver, Washington
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