Portfolio Optimization Analyst

2 days ago

Victoria, Canada University of Victoria Full time

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. 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. #J-18808-Ljbffr

  • Portfolio Optimization Analyst

    5 days ago

    Victoria, Canada University of Victoria Full time

    About this Opportunity The University of Victoria is one of Victoria's largest employers and one of Canada’s best diversity employers. Together we are more than 5,000 dedicated faculty, librarians and staff supporting the University of Victoria’s diverse academic programs, world-class research and commitment to civic engagement. *This position is...

  • Portfolio Optimization Analyst

    2 weeks ago

    Victoria, BC VW Y, Canada University of Victoria Full time

    Organizational UnitUniversity of Victoria -> VP External Relations -> Advancement ServicesLocationUniversity of Victoria - Victoria, BC V8W 2Y2 CA (Primary)Posting Close Date7 December 2025Please note that positions will close at 4 p.m. on the closing date.FTE1Salary Grade$75, $98,528.00Additional Posting InformationN/ASalary posted will be pro-rated based...

  • Portfolio Optimization Analyst

    4 days ago

    Victoria, BC VW Y, Canada University of Victoria Full time

    Organizational UnitUniversity of Victoria -> VP External Relations -> Advancement ServicesLocationUniversity of Victoria - Victoria, BC V8W 2Y2 CA (Primary)Posting Close DateOngoing until filledPlease note that positions will close at 4 p.m. on the closing date.FTE1Salary Grade$75, $98,528.00Additional Posting InformationN/ASalary posted will be pro-rated...

  • Data-Driven Fundraising Portfolio Strategist

    2 days ago

    Victoria, Canada University of Victoria Full time

    A leading academic institution is seeking a Portfolio Optimization Analyst to enhance fundraising effectiveness. The role focuses on optimizing major and development officer portfolios through advanced data analysis. Candidates should have a Bachelor's degree in a relevant field and at least five years of experience in fundraising analytics. Proficiency in...

  • Band 1 - Portfolio Analyst, Capital Markets

    4 days ago

    Victoria, Canada BC Public Service Full time

    Posting Title- BAND 1 - Portfolio Analyst, Capital Markets- Position Classification- Band 1- Union- N/A- Work Options- Hybrid- Location- Victoria, BC V9B 6X2 CA (Primary) - Salary Range- $65,300.21 - $93,100.19 annually- Close Date- 10/14/2024- Job Type- Regular Full Time- Temporary End Date- 12/31/2025- Ministry/Organization- BC Public Service -> Ministry...

  • Pricing Analyst

    2 weeks ago

    Victoria, Canada BC Ferries Full time

    Job Description: **PRICING ANALYST** 12-month Term Victoria **The role** We are looking for two Pricing Analysts who will lead a portfolio of sailings and is accountable for the performance of those routes. Reporting to the Manager, Revenue Management, the Pricing Analyst understands the demand for multiple vehicle and passenger types, as well as,...

  • Business Analyst

    7 days ago

    Victoria, Canada Randstad Canada Full time

    Are you an experienced Business Analyst located in Victoria BC whose available to work hybrid on-site? Do you have a strong background on large implementation projects and experience with Data Visulization tools (M365, Power Bi, etc.)We're looking for an experienced Business Analyst for an initial 2 year contract in Victoria BC with the potential for...

  • Portfolio Manager

    2 weeks ago

    Victoria, Canada Scotiabank Full time

    Requisition ID: 146444 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Purpose** This position is a trusted advisor of private wealth services that meet high net worth client’s short and long term holistic wealth management and investment growth goals, through a firm wide investment strategy...

  • Research Analyst

    2 weeks ago

    Victoria, Canada Burkett Asset Management Full time

    **Location** Burkett Asset Management Limited Suite 222, 3561 Shelbourne Street Victoria, BC, V8P 4G8 Canada Burkett Asset Management is an investment management firm based in Victoria, British Columbia managing more than $300 million in institutional and private client assets across a number of diversified strategies. **Job...

  • Senior Associate Portfolio Manager, Global Equities

    1 week ago

    Victoria, British Columbia, Canada BCI Full time

    About UsBritish Columbia Investment Management Corporation (BCI) offers an exceptional opportunity to work at a world-class organization while living in a west coast setting. With $295.0 billion of gross assets under management, as of March 31, 2025, British Columbia Investment Management Corporation (BCI) is the provider of investment management services...