Description

The Prospect Management Analyst maintains large scale data modeling projects and wealth screenings and maintains the prospect pipeline within ongoing data hygiene projects. The analyst will work closely with assigned gift officers and conduct quarterly portfolio reviews and work with these officers to build out prospect lists for campus priorities.

The position will provide information and insight to assigned gift officers and deliver consultative and analytical services including portfolio management, pipeline assessment and advancement analytics to support prospect identification, cultivation, solicitation and stewardship efforts.

Job Duties:

• Work with vendors to conduct large-scale data modeling projects and wealth screenings. Execute plan to maintain up to date screenings on all prospects throughout the year. Analyze modeling and screening results to make recommendations for prospect assignments and to build the prospect pipeline. Proactively and independently execute additional strategies to identify sources of prospects using creative research techniques including push technology, news alerts, print materials, gift reports, and action notes. Maintain the prospect pipeline with on-going data hygiene projects to ensure the pipeline includes a group of active prospects.
• Conduct portfolio reviews at least quarterly with assigned gift officers. Recommends prospects to be removed from or added to assigned portfolios and supports gift officers as they create, grow, or reduce their portfolios. Provides strategy support to assigned gift officers as they plan visits with prospects and donors.
• Collaborate with gift officers to create prospect lists for campus priorities as identified by leadership. Produce segmented prospect lists for officer and leadership travel and event guest lists. Work with Director to complete special projects or tasks relating to pipeline and prospect development.
• Develop and maintain suite of training materials for staff to include database entry, prospect strategies, prospect identification, and research requests. Train new staff members and assist with on-boarding of new development officers.
  
  

Requirements

Bachelor’s Degree and one to two (1-2) years of full-time experience in prospect management, prospect research, data analytics, or advancement services at a higher-educational institution, non-profit institution or equivalent. Candidates with an equivalent combination of experience and/or education are encouraged to apply.

The candidate should have excellent business and analytical skills; experience using data-driven insights; demonstrated project management and organizational skills; strong writing and communication skills and have the ability to interact effectively with a diverse group of fundraisers, advancement staff and other constituencies. The candidate is team-oriented and driven to achieve.

The candidate should have a working knowledge of prospect development and research methodologies and best practices; working knowledge of Blackbaud’s Raiser’s Edge and NXT database (or a similar CRM system); and, a strong familiarity with Blackbaud’s ResearchPoint and/or other research subscription services (e.g. Windfall, iWave, Candid, LinkedIn, LexisNexis, etc.). The candidate should have demonstrated project management skills, good attention to detail, and ability to prioritize workload and independently meet deadlines.

Advanced Microsoft skills (including Word, Excel, Teams, PowerPoint, etc.) and excellent verbal and written communication skills are required. Experience using and creating Power BI dashboards is preferred but not required.