Senior Research and Prospect Management Analyst (Remote)
The Senior Research and Prospect Management Analyst plays a key role in the Foundation's ability to raise funds needed to support scholarships and programs at the University of Connecticut. The analyst identifies and analyzes information attributed to individuals, foundations, and corporations who could serve as prospective donors, compiling various reports (prospect research) to be used by Foundation staff, key volunteers, and the President's Office in fundraising efforts.
The Senior Research and Prospect Management Analyst is looked upon as a leader among the research analysts within the team and must at all times act with integrity and maintain the confidentiality of the information in which they are entrusted. The analyst serves in an advisory capacity for development staff regarding fundraising strategies and other institutional objectives and must ensure all research conducted is accurate, comprehensive, and produced in a timely manner.
- Conduct advanced prospect research utilizing a variety of research techniques and resources, including but not limited to print resources, archival files, the Internet, various online databases and other available public repositories of information.
- Identify new prospects (through use of news alerts and other prospecting strategies), respond to request inquiries, and prepare concise written reports which include (but are not limited to) providing detailed biographical information, giving trends & analysis, fully-developed financial analysis (net worth/asset analysis), and estimated giving capacity and affinity to the University. Reports include but are not limited to prospect profiles, background summaries, ratings, lists, spreadsheet, rankings, and assessments in formats consistent with the requirements expressed by the Director of Research and Prospect Management.
- Communicate with staff regarding reports produced, suggested strategies, prospect identification efforts, research methods, research status, & follow-up research requests.
- Complete special projects and other tasks related to research as assigned by the Director of Research and Prospect Management (i.e. screening analysis, etc.).
- Provide leadership, mentoring and training for other research staff, and provide project level research support. Requires an advanced understanding of the Foundation's mission, business practices, personnel, and systems.
- Identification and use of new products, methodologies, on-line databases, and software that will further enhance the department's ability to advance its mission using the most up-to-date and advanced methods in the most professional and accurate manner.
- Work in collaboration with the Director of Research & Prospect Management to evaluate the quality of prospect assignments, based on financial assessment and affinity to the University of Connecticut.
- Management and oversight of Research Requests and proofing of Research work products to ensure consistency and continuity of department work flow.
- Assist with routine building of caseloads to provide frontline fundraising staff with the optimal distribution of prospective donors to their portfolios and maximize access to information and insights required to manage relationships with these constituents.
- Other duties as assigned.
- Values diversity and inclusion in the workplace.
- Excellent analytical skills and the ability to identify, understand, and interpret financial and other information from a variety of sources.
- Ability to perform internet and database research and compose concise, focused research documents with attention to accuracy and detail to support the identification, cultivation, solicitation, and stewardship process.
- Ability to successfully manage multiple priorities, produce quality work, and meet strict deadlines.
- Demonstrates the ability to work collaboratively across multiple departments, build successful partnerships, and adapt to various communication styles.
- Ability to lead projects independently. Familiarity with fundraising databases and other available resources to retrieve information.
- Well-developed interpersonal skills and strong oral and written communication skills..
- Maturity of judgment, tact, and discretion in handling sensitive and confidential information.
- Ability to work to the demands of the position, which may exceed a 40 hour work week, and accommodate limited local travel.
Education and Experience
- High school diploma or equivalent.
- 5+ years of research experience.
- Proficient with Microsoft Office (i.e., Outlook, Word, PowerPoint, and Excel). Demonstrated ability to work in multiple system environments.
The University of Connecticut Foundation is an affirmative action, equal opportunity employer, committed to fostering diversity in its workforce.