Prospect Research Analyst II - HSC

Department:

Location:

Belknap Campus

Time Type:

Full time

Worker Type:

Regular

Job Req ID:

R107046

Minimum Requirements:

Bachelor's degree in a related field and two (2) years of relevant experience or an equivalent combination of education and experience. Grade 6 (Salaried)

Position Description:

The University of Louisville Philanthropy & Alumni Engagement is seeking a Prospect Research Analyst II to assist with donor prospects for the Health Science Campus (HSC). The Prospect Research Analyst provides full-scale prospect development services throughout the prospect life cycle. Using the account management model, the Prospect Research Analyst primarily manages the HSC fundraising teams and individual fundraisers, as assigned.  The assigned unit can change as needs arise. The Prospect Research Analyst collaborates with leadership, front-line development officers, and volunteers on pipeline management and activity, works independently on research and prospect identification projects, and collaborates on other prospect-related projects.

Essential Duties & Responsibilities

• Utilizes advanced research and analytical methodologies to identify, qualify, and rank a viable pool of highly qualified prospective donors and volunteers in support of the University’s strategic fundraising activities, including the annual, planned, major, and leadership gifts fundraising programs, and provides a recommended course of action.

• Collects, synthesizes, analyzes, and interprets biographical and financial data to produce briefings and reports that inform decision-making; these reports include calculated wealth estimates and capacity ratings (via forecasting and formulaic estimates) that indicate the ability and propensity of individuals, corporations and foundations to make philanthropic contributions to and serve in volunteer capacities for the university.

• Advises central development and constituent gift officers on comprehensive portfolio management and routinely reviews fundraising benchmarks with emphasis on strategic movement of prospects through the fundraising cycle (e.g., cultivation, solicitation, and stewardship).

• Reviews prospects with senior leadership and front-line fundraisers. Develop strategies related to fundraising readiness. Develops and executes proactive alert strategies for a core group of prospects and maintains an active awareness of the important news and events involving them.

• Collaborates and consults with campus contacts, including fundraisers, fundraising leadership, and other campus partners on matters related to portfolio development, solicitation strategy formulation, and information gathering through peer screenings.

• Provides consultative services and orientation sessions on research methodologies and resources to fundraisers, faculty, and other key campus partners involved in fundraising.

Preferred Qualifications

• Advanced degree (particularly a master’s degree) in a related field.

• Knowledge and understanding of current trends in philanthropy as well as fundraising principles.

• Experience (typically 2-4 years) in prospect/development research, prospect management/tracking within an academic, nonprofit, corporate, or consulting environment.

• Experience (typically 2-4 years) with web-based and online research databases and techniques.

• Experience (typically 2-4 years) using relational databases.

Competencies

• Understanding of business intelligence concepts.

• Analytical – strong analytical acumen required to retrieve, analyze, and interpret financial information and manage data.

• Technical – knowledge of a broad range of research techniques, web-based research as well as database operation and usage.

• Logical thinking and Intellectual Curiosity

• Organized – strong organizational skills with the proven ability to adapt to shifting priorities and manage multiple projects in a fast-paced, deadline-driven environment.

• Oral and written communication – the ability to translate analysis into an accessible format when interacting with nontechnical audiences.

• Project Management – demonstrated ability to exercise independent initiative, sound judgment and work under minimal supervision, and maintain strict confidentiality; handle sensitive information and material in a discretionary manner.

• Knowledge and understanding of the principles of fundraising.

*Please include a cover letter along with your resume.

Philanthropy & Alumni Engagement encourages candidates to apply wh