Job Listings

Prospect Research Analyst

Company:
Western Governors University
Job Location:
Salt Lake City, Utah
Category:
Development and Fundraising

Job Type: Full time

Job Number: JR-009385

Location: Home Office

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Job Profile Summary

Reporting to the Senior Manager of Data, Strategy & Research the Prospect Research Analyst provides profiles and reports on potential and identified fundraising and friend-raising prospects to include individuals, foundations, and corporations. The Analyst is responsible for identifying, researching, and analyzing prospects for cultivation and solicitation. The research and analysis performed by this role serves as the foundation for fundraising campaigns and directly contributes to the campaign's success.

The Research Analyst provides profiles and reports on potential and identified fundraising and friend-raising prospects to include individuals, foundations, and corporations. The Analyst is responsible for identifying, researching, and analyzing prospects for cultivation and solicitation. The research and analysis performed by this role serves as the foundation for fundraising campaigns and directly contributes to the campaign's success.

Essential Functions and Responsibilities:

  • Proactively identifies new and high-level annual and major gift prospects through electronic alerts, analysis, screening information, data mining techniques, and demographic searches to grow prospect pool.
  • Responsible for Portfolio Management.
  • Prepares prospect reports for use by Regional Development Officers, Corporation and Foundation Director, and the President of Advancement.
  • Maintains and analyzes prospective donor data.
  • Supports programs by creating research documents on prospects, including donors up for renewal.
  • Creates and modifies constituent records in the database.
  • Assists front line fundraisers with portfolio management.
  • Works closely with Stewardship Director and Marketing and Communications Manager to provide data to help inform decisions.
  • Performs other related duties as assigned.

Knowledge, Skill and Abilities

  • Strong qualitative and quantitative analytical and research skills.
  • Advanced proficiency in conducting donor research, with experience in recognizing and assessing wealth indicators and giving capacity.
  • Experiencing using and/or creating rubrics used to create scoring models.
  • Intermediate knowledge of donor types and understanding of fundraising processes and donor cycles.
  • Intermediate proficiency in locating relevant information in a variety of formats: including electronic, hard copy, telephone calls, conversations with staff and volunteers, then consolidating it in a well-organized report format.
  • Demonstrated ability to work effectively with high-level stakeholders, both internal and externally.
  • Able to solve complex problems and remove roadblocks to success in forward motion.
  • Demonstrated adaptability and excellent planning and organizing skills, manage multiple simultaneous requests for information, and prioritize to meet deadlines.
  • Exceptional communication skills (verbal and written).
  • Capacity to maintain confidentiality due to sensitivity of donor information.
  • Strong collaboration skills and demonstrated ability to effectively adapt to diverse audiences.
  • Detail oriented and strong organizational skills.
  • Proficient in MS Office Suite.
  • Ability to create reports and manipulate data within excel.
  • Knowledge of prospect research ethics, including statements by APRA and CASE and other professional fundraising associations.

Job Profile Summary

Reporting to the Senior Manager of Data, Strategy & Research the Prospect Research Analyst provides profiles and reports on potential and identified fundraising and friend-raising prospects to include individuals, foundations, and corporations. The Analyst is responsible for identifying, researching, and analyzing prospects for cultivation and solicitation. The research and analysis performed by this role serves as the foundation for fundraising campaigns and directly contributes to the campaign's success.

Essential Functions and Responsibilities

  • Proactively identifies new and high-level annual and major gift prospects through electronic alerts, analysis, screening information, data mining techniques, and demographic searches to grow prospect pool.
  • Responsible for Portfolio Management.
  • Prepares prospect reports for use by Regional Development Officers, Corporation and Foundation Director, and the President of Advancement.
  • Maintains and analyzes prospective donor data.
  • Supports programs by creating research documents on prospects, including donors up for renewal.
  • Creates and modifies constituent records in the database.
  • Assists front line fundraisers with portfolio management.
  • Works closely with Stewardship Director and Marketing and Communications Manager to provide data to help inform decisions.
  • Performs other related duties as assigned.

Knowledge, Skill and Abilities

  • Strong qualitative and quantitative analytical and research skills.
  • Advanced proficiency in conducting donor research, with experience in recognizing and assessing wealth indicators and giving capacity.
  • Experiencing using and/or creating rubrics used to create scoring models.
  • Intermediate knowledge of donor types and understanding of fundraising processes and donor cycles.
  • Intermediate proficiency in locating relevant information in a variety of formats: including electronic, hard copy, telephone calls, conversations with staff and volunteers, then consolidating it in a well-organized report format.
  • Demonstrated ability to work effectively with high-level stakeholders, both internal and externally.
  • Able to solve complex problems and remove roadblocks to success in forward motion.
  • Demonstrated adaptability and excellent planning and organizing skills, manage multiple simultaneous requests for information, and prioritize to meet deadlines.
  • Exceptional communication skills (verbal and written).
  • Capacity to maintain confidentiality due to sensitivity of donor information.
  • Strong collaboration skills and demonstrated ability to effectively adapt to diverse audiences.
  • Detail oriented and strong organizational skills.
  • Proficient in MS Office Suite.
  • Ability to create reports and manipulate data within excel.
  • Knowledge of prospect research ethics, including statements by APRA and CASE and other professional fundraising associations.

Competencies

Organizational Impact:

  • Works to achieve operational targets within job areas impacting department, function, or office results.
  • Work is performed independently on moderately complex projects and assignments with some guidance required for direction and complex tasks. Sets objectives for oneself to meet the goals of projects or assignments.

Problem Solving & Decision Making:

  • Responsible for employing adjustments or recommended enhancements to systems and processes to solve problems or improve the job area's effectiveness while leveraging a systems-thinking approach.
  • Problems faced may require an understanding of a broader set of issues and job areas.

Communication & Influence:

  • Collaborates with contacts typically within the job area to obtain or provide information requiring some explanation or interpretation.

Leadership & Talent Management

  • May provide guidance and assistance to entry-level professionals and or support employees.
  • Demonstrates the WGU leadership principles in all aspects of service to students, employees, and partners of WGU.
Qualifications
Minimum Qualifications:
  • Bachelor's degree, or equivalent, specializing in business administration or a related field.
  • Three years' professional experience in prospect research.
Preferred Qualifications:
  • Fundraising/development experience in a non-profit.
  • Salesforce experience.
  • Experience using iWave and Foundations Directory.
Working Conditions
Travel possible but will be rare if needed.

As an equal opportunity employer, WGU recognizes that our strength lies in our people. We are committed to diversity.

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