Job description
Reporting to the Senior Associate Director of Prospect Research, the
Prospect Research Analyst identifies, researches, and analyzes information on prospective donors to the University of Arizona. The Analyst provides research support to key leadership at the University and within the Foundation, as well as to Development Officers (DOs), in order to inform development strategies and advance potential donor relationships.
The Prospect Research Analyst responds to research requests in a timely manner, analyzing and synthesizing information, and generating user-friendly profiles, memos, and reports. The Analyst qualifies, screens, and rates potential donors, and proactively identifies new prospective major and principal gift donors. As part of a collaborative team, the Prospect Research Analyst coordinates with Prospect Management staff to ensure that the best prospects are assigned to development officers, participates in the prospect development liaison program, and plays a critical role in the overall success of the Philanthropy & Alumni Engagement (PAE) program.
Responsibilities:
- Using a variety of electronic and print resources, develop and synthesize information on prospects (including individuals, corporations, and foundations) to produce clear profiles/biographies of their background, career, financial capacity, philanthropic interests, and nature of the relationship to the University.
- Undertake financial analysis of prospects’ and donors’ known wealth indicators to assess potential philanthropic capacity.
- Conduct proactive research to identify new potential major and principal gift donors using push technology, data mining, screening, and other methods.
- Proactively track and disseminate donor and prospect-related information. Monitor news and publicly available financial information on prospects from SEC filings, press releases, and major newspapers.
- Analyze various geographic areas and industries to ascertain the University’s strength and fundraising viability in particular sectors.
- Support prospect screening and data mining projects. Help to independently verify screening results.
- Update information in the Blackbaud CRM donor database following established data standards.
- Strategize and partner with prospect research staff, prospect management colleagues, and DOs to support the development of high-capacity portfolios.
- Maintain proficiency with standard prospect research resources (electronic, print, and other) and stay abreast of new resources and technologies.
- Track research activity for internal prospect research metrics.
- Seek opportunities for professional development to enhance job performance.
- Safeguard the confidentiality of constituent information at all times by adhering to ethical and confidentiality guidelines of the Foundation, University, and the Association of Professional Researchers for Advancement (Apra).
- Perform additional duties as assigned.
Knowledge, Skills & Abilities:
- Demonstrated skill and knowledge of, or ability to learn quickly, the technology tools available to the University of Arizona Foundation, including Blackbaud CRM (fundraising and donor management software), a Microsoft Windows computer environment, and the Microsoft Office suite (including Microsoft Outlook, Word, Excel, PowerPoint, and Access required).
- Proficiency with query and analysis techniques and tools used to modify, retrieve, manipulate, and report on information stored in relational database management systems.
- Demonstrated ability to retrieve, manipulate, analyze and synthesize information gathered from a variety of sources (electronic, print, and personal accounts).
- Skill in establishing and maintaining effective working relationships, including the ability to communicate effectively. Strong commitment to customer service required.
- Strong written and verbal communication skills.
- High attention to detail and follow-up, and excellent organizational skills required – including the ability to prioritize and multi-task several projects simultaneously.
- An aptitude for critical thinking and problem solving. Exercises sound judgment.
- Ability to manage confidential information with discretion and tact required.
- Understanding of philanthropy (mission, practice, trends) and fundraising practices (the development cycle, general prospect management policies and practices).
- A strong work ethic.
- Must be flexible and adaptable to new programs in an emerging and changing environment.
Minimum Qualifications:
Bachelor’s degree AND a minimum of two (2) years of professional work experience at a non-profit, education, or related organization required.
Proficiency in doing research using a variety of online research databases and other resources required.
One (1) or more years of experience using a relational database management system.
Any equivalent combination of experience, training and/or education approved by Human Resources.
Preferred Qualifications:
One (1) or more years of experience in development research, market research or
comparable field.
Proficiency in the use of fundraising software (Blackbaud CRM preferred).
Understanding of the principles of fundraising and philanthropy, particularly in a higher education setting.
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