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Prospect Research Specialist

2 months ago

New York, United States Tandym Group Full time

A nonprofit services organization in New York City is currently seeking a new Prospect Research Specialist for a promising Remote opportunity National Fundraising team. In this role, the Prospect Research Specialist (Remote) will be responsible for assisting in identifying and ranking existing and new donors/prospects, collecting, compiling, analyzing, and verifying biographical and financial information, and ensuring the organization's donor database is updated with current and clean prospect information.

Responsibilities

The Prospect Research Specialist (Remote) will:

  • Provide research to drive cultivation and solicitation strategies
  • Conduct regular wealth screenings, validate wealth screening data, and update donor records, as needed
  • Update donor and prospect records adding new donor data, linking records to appropriate constituents, scrubbing old/outdated data, and creating new/additional records, as needed
  • Provide routine data quality control reviews, ensuring that all donor-related information in the database are correct and up-to-date
  • Synthesize information into insightful and accurate research profiles
  • Conduct in-depth financial and biographical research on constituents
  • Perform other duties, as needed

Qualifications

  • 3+ years of Donor and Prospect Research experience
  • Bachelor's Degree
  • Experience with identifying and qualifying prospects, deep online research and analyzing financial information
  • Knowledge of techniques and methodologies of donor and prospect research using both online and traditional print sources
  • Proficiency in the use of online research tools such as Wealth Engine, DonorSearch, RelSci, Foundation Directory Online, etc.
  • Solid problem solving and time management skill
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Strong attention to detail
  • Highly organized

Desired Skills:

  • Proficient in Salesforce or similar CRM systems
  • Previous work in a national organization with multiple satellite offices