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.

Job Requirements

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:

• Commitment to valuing diversity and contributing to an inclusive and respectful working and learning environment.
• Strong analytical mindset with high attention to detail and accuracy.
• Ability to manage multiple projects and deadlines simultaneously.
• Proactive problem-solving skills and strategic thinking.
• Commitment to confidentiality, data integrity, and ethical fundraising practices.
• Ability to foster positive working relationships across diverse teams.
• Demonstrated ability to analyze and interpret complex data and present findings clearly to technical and non-technical audiences.
• Proficiency in fundraising CRMs (e.g., Raiser’s Edge NXT, Ellucian, Salesforce) and data visualization tools (e.g., Tableau, Power BI).
• Experience writing briefing notes and reports for senior executives.
• Ability to identify and analyze issues, develop solutions, and implement effective strategies to achieve desired outcomes.
• Strong organizational and project management skills.
• Experience collaborating with cross-functional teams and contributing to strategic planning initiatives.

Territory Acknowledgement: We acknowledge and respect the Lək̓ʷəŋən (Songhees and Xʷsepsəm/Esquimalt) Peoples on whose territory the university stands, and the Lək̓ʷəŋən and WSÁNEĆ Peoples whose historical relationships with the land continue to this day.

Equity Statement: UVic is committed to upholding the values of equity, diversity, inclusion and human rights in our living, learning and work environments. In pursuit of our values, we seek members who are eager to actively participate in that shared responsibility. We actively encourage applications from members of historically and systemically marginalized groups.

Read our full equity statement here: www.uvic.ca/equitystatement.

Accessibility Statement: If you anticipate needing accommodations for any part of the application and hiring process contact: uviccareers@uvic.ca Any personal information provided will be maintained in confidence.