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Prospect Development Analyst

4 months ago

Medford, United States Tufts University Full time

Overview:

The Office of Prospect Development (OPD) gathers and analyzes information on, and facilitates and tracks communication with, the universitys current and potential prospects and donors, including individuals, corporations and foundations. OPD is primarily responsible for one of UAs key strategic priorities: the expansion of the universitys base of support, which complements the other fundamental priorities of building relationships and raising funds. OPD addresses this need by conducting sophisticated research and analysis, identifying new prospects, and managing the processes of assigning the most promising prospects to development officer portfolios and assessing portfolio performance. OPD is also responsible for maintaining current and accurate information on all prospects and ensuring the AIM database represents UAs full kanowledge of prospect-related activity.?

What You'll Do:

Job Summary:
The Prospect Development Analyst provides critical information to maximize the philanthropic potential of Tufts prospect pool. They will work closely with managers to implement prospect identification projects with the goal of significantly increasing and diversifying the university's prospect pool. The analyst generates prospect analyses and reports for Advancement staff and university administrators using a variety of online resources. They will also manage prospect information within Advancements donor database.

Essential Functions:


Prospect Research


Reactive Research


Use broad range of information sources and in-house information to research and identify prospects, with emphasis on uncovering connections between potential funding sources and the needs of the University.
Collect and analyze relevant information on corporations, foundations, and individuals.
Interpret financial information from salary surveys, SEC documents, corporate press releases, real estate records, private company data and other market indicators to assess viability and potential capacity to contribute to Tufts.
Prepare short biographies and briefs as well as full profiles on corporations, foundations, and individuals.
Respond to research questions from Tufts staff.
Proactively facilitate information sharing between UA staff members and between gift officers and research staff, on high-level individual prospects and their relationships with the universitys corporation and foundation prospects.

Proactive Research


Proactively screen and identify prospective donors through routine reviews of newspapers, periodicals, and business publications.
Identify new prospects, and corporations and foundations, using a variety of tools including database mining, published print sources and electronic media.
Follow industry trends, rising new fields, promotions, M&A events, IPOs, etc. and update relevant database records.
Work collaboratively with Advancement staff to understand the specific needs of the unit or constituency including proactively analyzing data, trends and giving patterns to facilitate efficiency and helping to organize development efforts, and travel and management of prospect portfolios.
Review assigned publications and other resources to uncover current information about higher education, philanthropy, and trends in various constituency fields, and disseminate to appropriate development staff.

Data Management


Work with colleagues to review and maintain prospect data in the database.
Identify database areas that need improvement, including duplicate records, incomplete entity hierarchies, identifying employees within corporations and foundations who serve on corporate boards, etc.
Participate in the design and implementation of projects that aim at keeping the data dynamic and accurate.
Provide prospect analysis and strategies to fundraising staff.
Generate lists and database reports to assist development officers in working with their travel and visit plans.
Learn, understand, and actively utilize predictive models to effectively determine the most viable prospects.

General Responsibilities


Attend and participate in development group meetings.
Participate in organization-wide committees, task forces, or other appropriate groups.
Keep abreast of new trends, sources, and techniques in prospect research.
Identify and evaluate, in collaboration with the Research team, new research sources, tools, and publications to determine their viability.
Evaluate "free" web sources and share results with other researchers.
When applicable, share prospect research expertise with development officers and admins.
Develop core competency/expert area to complement the needs of the university and research team. Share knowledge through internal training and other opportunities.
Other projects, as assigned.

What We're Looking For:

Basic Requiements:

  • At least 1 year of prospect research or prospect management experience or have worked in a similar/related role for 1 year.
  • Bachelor's degree or high school diploma and substantial related experience.
  • Familiarity with complex fundraising databases/CRMs. Proficiency in office software including Microsoft Word, Excel, and PowerPoint.
  • Incumbent is required to have excellent business and analytical skills. They must have good writing and communication skills and the ability to interact effectively with internal staff. They should have demonstrated project management skills, good attention to detail, and the ability to prioritize and meet frequent deadlines. Candidates should possess effective interpersonal skills necessary to work and collaborate successfully with many different types of people.

Preferred Qualifications:

  • Knowledge of fundraising related aspects of a research university is highly desired.