OFFICIAL JOB TITLE: Prospect Research Analyst
DIVISION: University Advancement
DEPARTMENT: Advancement Services
BARGAINING UNIT STATUS: ESU, Cat. 12
FLSA STATUS: NON-EXEMPT
EEO STATUS: 35
JOB CODE: 1220
REPORTS TO: Asst. Vice Chancellor for Advancement Services
MINIMUM STARTING SALARY: https://www.umassd.edu/media/umassdartmouth/human-resources/policieslawsunion-contracts/ESU-Salary-Range-2018-2019.pdf*
*Note: Salary shown is subject to decrease per the terms of the Memorandum of Agreement signed between the union and University administration on 9/24/2020. This decrease will be in effect for the period of 9/27/2020 - 7/2/2021, after which time the salary will be adjusted back to this full rate.
SUMMARY PURPOSE OF POSITION:
The Prospect Research Analyst is responsible for independently carrying out multiple highly customized, and complex research initiatives to support the fundraising goals of the University. Produce professionally researched and written work products built upon the evaluation and amalgamation of information through in-depth biographical research and financial asset analysis. Manage the composition and assignment of all prospect portfolios in the Division of University Advancement to ensure that each Advancement Officer has a well-balanced and optimized pool of prospects to secure charitable gifts. Using proprietary financial forecasting and donor inclination models, the Analyst assesses and rates the ability and propensity of individuals, corporations, and foundations to make philanthropic contributions to and serve in volunteer capacities for the University. Lead in the monitoring of prospect moves and the opportunity pipeline in the new Affinaquest platform on Salesforce.
Follows the University’s best practices to build and/or support student academic success and retention, and assist in meeting strategic objectives for persistence and timely graduation of all the student population.
EXAMPLES OF PRIMARY DUTIES AND RESPONSIBILITIES:
- Proactively and independently plan and execute creative strategies to identify sources of major gift support using research techniques, electronic screening methodologies, and predictive models to ensure that fundraising initiatives have sufficient prospects to meet fundraising goals.
- Utilize various database subscriptions and software tools to gather, organize, analyze and present data retrieved from internal and external sources.
- Interpret detailed legal, financial, technical and trade documents and journals such as court and tax records, annual reports, SEC filings, real property files, etc. to help identify potential donors and their capacity to give a philanthropic gift.
- Prepare executive-level professional confidential research reports, briefings, event briefings and information packets on individual, corporate and foundation donor prospects for the Chancellor, vice chancellors, deans, and other senior members of the administrations.
- Oversee maintenance of a thorough and rigorous archival database of research, briefing, background and proposal materials for all top prospects identified.
- Conduct training and provide technical support to Advancement Officers on prospect management applications such as Gravyty, EverTrue, DonorSearch, Blackbaud Fundraiser Performance Management platform, and Affinaquest.
- Design policies and procedures for the Research Office.
- Serve as the functional lead in the prospect management module of Affinaquest. Assign and monitor work flows. Offer strategies to Advancement Officers to optimize their fundraising productivity through business intelligence obtained from the platform.
- Maintain a well-balanced prospect portfolio for each Advancement Officer in Affinaquest.
- Proactively identify scholarship opportunities at private foundations. Work with the Advancement Officer in the Corporate and Foundation Relations area to prepare written proposals and submit funding requests.
- Adhere to a code of ethics to protect the University of Massachusetts’ prospects and donors.
- Monitor overdue pending tasks recorded in Affinaquest and track the outcome of pending opportunities on the platform. Follow up with Advancement Officers for updates.
- Follow the University’s best practices to build and/or support student academic success and retention, and assist in meeting strategic objectives for persistence and timely graduation of all the student population.
- Other duties as assigned.
EDUCATION: Bachelor’s degree
EXPERIENCE: Demonstrated experience (over three year) in fundraising or related research experience in marketing, communication, or library science.
EDUCATION: Master’s degree
EXPERIENCE: Previous experience (over one year) in fundraising or related research experience in marketing or library science.
OTHER: Occasional evening and weekend hours. Some travel required.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- Demonstrated work experience in a fundraising setting to understand the solicitation cycle for major gifts.
- Highly proficient in using fundraising databases and prospect research tools.
- Demonstrated analytical skills to initiate and perform complex analyses and organize information to identify philanthropic patterns, propensity and relationships among individuals, corporations and foundations.
- Superior writing skills. Ability to interpret and translate financial data to evaluate gift capacity.
- Excellent oral and interpersonal skills, including diplomacy, required to function effectively among campus fundraisers, high level campus administrators, volunteers and other constituencies.
- Ability to work with minimum supervision.
- Some knowledge of tools, systems and resources involved in information research.
- Excellent organizational skills.
- Ability to multi-task, manage multiple priorities, and meet all deadlines and goals.
- Ability to pay meticulous attention to detail.
- Computer skills (Word, Excel, Advance prospect/donor database systems).
- Degree(s) is in one of the following: Business Administration, Marketing, Communications, Journalism, or Library Science.
- Experience using reporting software preferred.
- Experience in higher education fundraising setting.
Applicants must be authorized for employment in the U.S. on a full-time basis. Employment-based visa sponsorship not available.
To apply please submit a letter of interest, current resume, and the contact information for three professional references.
The deadline for INTERNAL applicants is February 10, 2021. The review of applications will begin February 11, 2021.