Yale University · 1 month ago
Portfolio & Grant Analyst
New Haven, CT
Full-time
Onsite
Entry, Mid Level
$55K/yr - $85K/yr
2+ years expYale University is committed to contributing to a better tomorrow and is seeking a Portfolio & Grant Analyst. The Analyst will manage financial aspects of grants and contracts for the MD/PhD program, including proposal development, budget preparation, and compliance oversight.
AssociationBusiness DevelopmentEducationMedicalSocial Entrepreneurship
Responsibilities
Plan, organize and prioritize actions across multiple awards and investigators' portfolios. Ensure appropriate charging of expenses and integration of data. Advise and counsel principal investigators on financial issues and recommend alternative spending strategies, manage renewals, extensions and closeouts of grants, including final financial reporting to the sponsor
Analyze and negotiate budgets, contracts, and terms and conditions of research proposals
Work with the Director and Associate Director for Program Development and Assessment to collect data, organize materials and prepare annual non-competitive reports and competing renewals (which occur every 5 years) for T32 funding and other funding program applications. Interpret agency requirements for data collection and collaborate with relevant faculty and departments for information
Oversee the submission of individual student fellowship proposals for the NIH and other funding agencies, including JIT and protocol compliance. Maintain up to date knowledge of university and granting agency policies pertaining to awards and their spending
Oversee the reconciliation of external fellowships and department accounts. Prepare budgets and projections of expenditures for grant budgets and Program expenses and review/report to Program Director and YSM Financial Operations
Work with the Registrar to assign student funding to appropriate sources (T32, NRSA, endowments, GA); participate in entering, analyzing and maintaining integrity of funding data
Work with MD/PhD program staff, faculty and students to develop proposals and budgets for new programmatic initiatives
Works as part of a team to accomplish unit goals and to incorporate her/his grants administration and financial expertise in making sure that we appropriately budget for and fund the activities of the program
Financial Analysis and Reporting: Present financial information and recommendations thru data analysis and reporting in the development and maintenance of budgets. Identify funding issues and develop appropriate solutions. Review and approve reports for administrative actions including pre-award costs and no-cost extensions. Analyze data and develop complex analytical reports for principal investigators including trend analysis, forecast future financial scenarios, develop long range projections, and variance analyses
Proposal Development: Develop proposals and budgets for grant and contract submissions; coordinate with partnering institutions. Ensure compliance with sponsor regulations and University policies and procedures. Advise principal investigators of new funding opportunities and requirements
Portfolio Management: Plan, organize and prioritize actions across multiple awards and investigators' portfolios. Ensure appropriate charging of expenses and integration of data. Advise and counsel principal investigators on financial issues and recommend alternative spending strategies, manage renewals, extensions and closeouts of grants, including final financial reporting to the sponsor. Analyze and negotiate budgets, contracts, and terms and conditions of research proposals
Compliance and Risk Management: Responsible for providing appropriate guidance on compliance matters during management of portfolio and collaborates with account holders to maintain such compliance. Review, interpret and effectively apply sponsor policies on a variety of topics including cost allowability, budget management and other award management activities to ensure compliance with sponsoring agency requirements and University policies and procedures
Collaborative Finance Partner & Lead: Provides a high-level of service that maintains strong working relationships by interacting with faculty and internal and external contacts, such as the School of Medicine, Office of Research Administration and granting agencies by managing the internal pre award proposal process and the management of sponsored funding
May perform other duties as assigned
Qualification
Required
Bachelor's degree in Accounting, Finance or Business required
Two years of related financial experience required
Demonstrated application of financial, accounting and economic concepts
Demonstrated ability to work effectively on individual and collaborative projects
Outstanding oral and written communication skills
Strong organizational skills and a demonstrated ability to manage multiple projects with complex and overlapping schedules
Experience supporting faculty and students in a research institution
Financial acumen
Expert knowledge and experience with spreadsheets and databases
Skilled in the use of the Microsoft Office Suite of products: Office, Word, Excel and PowerPoint
Preferred
Experience working with a varied portfolio of grants in an academic setting
Knowledge of funding mechanisms that support individual and programmatic training of graduate and undergraduate students
Trained in the use of Workday, IRES, NIH Commons/NIH Reporter, Yale Institutional Reports
Company
Yale University
Yale University is a research and education institution that prioritizes its students.
10001+ employees
H1B Sponsorship
Yale University has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (355)
2024 (449)
2023 (214)
2022 (208)
2021 (190)
2020 (155)
Funding
Current Stage
Late StageTotal Funding
$42.86MKey Investors
Bezos Earth FundAlfred P. Sloan FoundationHyundai Hope On Wheels
2025-10-23Grant
2025-05-21Grant· $0.05M
2023-01-01Grant· $1.27M
Leadership Team
Geoffrey Chatas
Senior Vice President for Operations
Jack Callahan
Senior Vice President for Operations
Recent News
2025-12-10
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