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Prospect Research
2 months ago
The Prospect Research & Data Analyst will help set and support the Development team's data-driven strategy and build a data-fluent culture within the division. This role will demonstrate sound project management skills and a high level of professionalism, working both independently and in a team environment to ensure success. As a strategic partner, this role provides data-driven insights and strategy to help drive decision-making through prospect identification, wealth screenings, data analysis, reporting and completing robust prospect research profiles. This position is critical to overall Advancement success through the building of sustainable and broad-based annual, leadership, major, and principal gift pipelines.
FGCU is a member of the State University System of Florida and an Affirmative Action and Equal Employment Opportunity and Access Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, disability, sex, pregnancy, national origin, marital status, genetic predisposition, sexual orientation, gender identity/gender expression, veteran status, and any other protected class(es), as required by applicable state and federal law, as well as University regulations and policies.
Job Description
Typical duties may include but are not limited to:
- Develops methodologies, reports, research, analytics, visual aids, and aggregations of data to identify new prospects and prioritize current donors to create and grow a high-quality, robust prospect pool for fundraiser qualification.
- In partnership with the leadership team, designs and implements prospect management and fundraiser performance metrics tracking procedures and strategies, leveraging technological solutions to create efficiencies for fundraising success.
- Analyzes data and creates reports to assist with Development planning and projections including campaign readiness assessments, gift potential of prospect pools, and overall strategy and execution for annual fundraising or campaign goals.
- Conducts high-level research using a broad spectrum of public and specialized proprietary data sources. Retrieves, organizes, analyzes, synthesizes, and evaluates a prospect's financial capacity, ability to give, willingness to give, charitable interests, current and potential connections to the University, and philanthropic interests that align with FGCU's priorities.
- Proactively partners with the Director to create and manage portfolios and track fundraiser's progress.
- Uses independent judgment to assess comprehensive research and data analytics, providing insights and recommendations to fundraisers for informed targeted solicitations.
- Manages wealth screening initiatives by querying, segmenting, reporting, and analyzing results to refine and prioritize large groups of prospects, identifying those with the highest capability and potential to give.
- Oversees ResearchPoint Database, develops best practices and standards, runs batch screenings, oversees ResearchPoint to Raiser's Edge integration, and creates research lists for various segments.
- Executes annual Data Analytics screening. Works with internal partners for initial processing and final data integration. Completes data analysis, creates queries, makes recommendations on strategy, and provides prospect lists based on the assessments.
- Tracks, maintains, monitors, and reports on donor qualification and retention, prospect meetings, and solicitations.
- Collaborates with Advancement Services to export donor mailing lists for strategic events and oversees the data clean up and preparation of final mail house or email lists.
- Performs other projects as assigned.
Required Qualifications:
- This position requires either six years of directly related full-time experience or, as an alternative, a Bachelor's degree from an accredited institution in an appropriate area of specialization and two years of full-time experience directly related to the job functions.
- Professional experience in data analytics and/or prospect research.
- Computer experience in Microsoft Office (Outlook, Word, Excel, and Access).
- Any appropriate combination of relevant education, experience, and/or certifications may be considered.
- Master's Degree from an accredited institution in an appropriate area of specialization.
- Donor research and analysis experience in a higher education fundraising environment.
- Experience with Raiser's Edge or similar fundraising databases.
- Excellent verbal and written communication skills, including demonstrated ability to synthesize data found in research into clear and concise information.
- Excellent project management skills, attention to detail, and proficiency in writing clearly and concisely.
- Proficient in Microsoft Office (Outlook, Word, Excel, and Access) and other databases.
- Ability to interact in a professional manner with a diverse group of staff, faculty, students, and the community in a service-oriented environment.
- Ability to handle multiple tasks and work under stress.
- Ability to manage multiple and complex projects, meet deadlines, and adapt to changing priorities and needs.
- Ability to maintain confidentiality and discretion at all times.
- Ability to thrive in an organization that values the diversity of its student body and workforce and actively promotes an equitable environment.
