Prospect Research Analyst
Prospect Research Analyst
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Job Description
Title: Prospect Research Analyst
Department: Donor Research
Duration:Indefinite
Employment Status: Exempt Full-Time
Job Summary
Reporting to the Director the Prospect Research Analyst serves a key role in the identification qualification and research of major/planned gift prospects requiring the ability to: gather summarize and disseminate large volumes of information from numerous sources; make recommendations for solicitation strategies; attend events and engagements as required; and compose prospect briefings and profiles. Demonstrating a firm and informed understanding of prospect management and fundraising within a higher education context as well as a commitment to data integrity the incumbent supports the Major and Planned Giving teams in addition to the College President Vice President of Institutional Advancement and Oxy Fund team.
Job Duties
- 50% - Prospect Research Analyze and synthesize accumulated financial philanthropic and affinity data on individuals corporations and private foundations to assess prospects giving capability philanthropic tendencies and appropriate potential solicitors. Produce and report various findings to the Major and Planned Giving teams. Prepare profiles briefings and information for gift officers IA Vice President AVP of Individual Giving AVP of Principal Giving and College President as well as for key events/meetings. Maintain strong skills and knowledge of online research resources technologies and methodologies. - (Essential)
- 20% - Prospect Screening Design and conduct proactive screening projects to identify new prospects abreast of new developments in external and internal screening products/techniques and how they can help prospect identification efforts. - (Essential)
- 15% - Data Analysis: Performs quantitative analysis to determine capacity ratings based on financial data. Provide an ongoing assessment of research methods goals and strategies. Using leading-edge analytics and modeling this position is responsible for performing comprehensive reviews of prospect pools for schools units and initiatives and uncovering and leveraging key relationship networks. - (Essential)
- 15% - Prospect Management Assist the Associate Director of Prospect Management in managing the IA Prospect Management System. Maintain the data integrity of the prospect management system in Banner and supervise the data entry of prospect management information. Partner with gift officers and others to manage proposals projects planned solicitations and assignments. Also work with gift officers to determine appropriate solicitation strategies for new and existing prospects. Prepare reporting for the President IA Vice President gift officers and the event and engagement team regarding prospect activity. Provide additional support for contact report review and prospect documentation. - (Essential)
Minimum Qualifications
- Bachelors degree in the liberal arts social sciences philanthropy research or other fields of study related to position responsibilities.
- Three or more years of progressively responsible and professional experience with research writing or analysis responsibilities.
- Demonstrated research skills and the ability to interpret business and financial data.
- Demonstrated proficiency in using CRM systems (preferably Salesforce) and data analytics tools to drive decision-making and strategy.
- Ability to leverage emerging technology to develop new ways to identify potential donors.
- Ability to think strategically and develop long-term plans that align with organizational goals.
- Ability to analyze synthesize and organize data and present findings in a comprehensible manner for different audiences.
- Demonstrated ability to use different reporting interfaces and methods such as dashboards on-demand reporting mobile reporting and scheduled reports.
- Proficiency in Microsoft Office applications (Word Excel PowerPoint) Google drives/folders/forms Adobe Acrobat Web Editing and social media applications or any combination of productivity programs applicable to position responsibilities.
- Demonstrated ability to be detail-oriented and thorough; skilled at anticipating and preventing potential problems and handling a wide variety of tasks with efficiency and accuracy.
- Strong commitment to a quality work product.
- Demonstrated ability to effectively communicate verbally in writing and electronically.
- Effective interpersonal skills as evidenced in the ability to collaborate with a variety of constituencies.
- Demonstrated commitment to justice equity inclusion & diversity.
- Demonstrated skill in adapting to and performing work effectively in high-volume high accountability confidential environment with multiple and changing priorities.
- Effective organizational logistical time management and planning skills with the ability to manage and prioritize multiple tasks/projects simultaneously prioritize and fulfill the functions of an office in a timely manner.
- Ability to self-motivate and work independently.
- Ability to provide effective leadership and training and to work effectively and professionally across functions disciplines levels and with diverse groups.
Preferred Qualifications
Training through Association of Professional Researchers for Advancement (APRA); seminars and workshops through the Council for Advancement and Support of Education (CASE) for prospect research and management.
Professional research experience; experience in higher education or philanthropy.
EXPECTED SALARY:$73000/yr-$75000/yr
If you are offered this position at Occidental College your final base salary compensation will be determined based on factors such as skills education experience and/or geographic location. In addition to those factors Occidental complies with applicable pay equity laws and considers internal equity among current employees when developing the final offer. Please keep in mind that the range mentioned above is the base salary range for the role. Hiring at the maximum of the range would not be typical in order to allow for future and continued salary growth. We also offer a generous compensation and benefits package.
Required Experience:
IC
Employment Type
Full-Time
