General Summary of Position:
Reporting directly to the Director of Prospect Research, the Assistant Director of Prospect Research is responsible for the analysis and implementation of fundraising data to support University Advancement fundraising goals, and the application and oversight of strategic prospect research initiatives to help identify key areas to move prospects through major and leadership gift pipeline processes.
Additionally, the Assistant Director of Prospect Research is responsible for coding and ongoing tracking of individual, corporate, and foundation major gift prospects; the development and justification of financial and affinity prospect ratings; and the production of comprehensive proactive and reactive prospect research reports.
1. In consultation with the Director of Prospect Research, conduct annual prospect screenings and develop strategies to identify and qualify new prospects. Participate in database management efforts, including the input of wealth and evaluative codes; and the identification of codes/record markers to strategically classify prospects groups for evaluation and targeted initiative-specific approaches.
2. Interpret, evaluate and synthesize biographical and financial information on individuals, corporations, and foundations for fundraising efforts through the use of on-line databases, print-based reference tools, and in-house records. Create full donor profiles and snapshot event biographies and briefings.
3. Perform proactive research to ensure a steady flow of prospective major donors for assignment to qualify or cultivate. Assist in trip planning by providing appropriate travel lists and supporting research.
4. Perform reactive research to serve the appointment-driven needs of Advancement field staff. Provide accurate, capacity driven, high-level prospect research to serve the needs of University Executive Management, including faculty, department heads, Deans, the Chancellor, and the UMass System President as needed.
5. Assist in the management of the prospect assignment process and collaborate with the appropriate managers and fundraising staff. As needed, repopulate or develop new prospect portfolios through discovery processes, strategic evaluation based upon core priorities, and proper prospect management assignment determinations.
6. Supervise part time research associate and campus work study students who are responsible for assisting in prospect research projects.
Minimum Qualifications (Required):
- A Bachelor’s degree and a minimum of 4 years Prospect Research experience
- Expertise in Microsoft Office and network-based electronic environments
- Knowledge of online prospect research databases and the Internet
- Knowledge with fundraising programs/software
- Must be able to work independently as well as with a team
- Must have the ability to maintain sensitive and confidential information
- Exceptional verbal and written communication skills
Special Instructions to Applicants:
Only Internal Professional (SEIU 888 Professional Union) Bargaining candidates will be considered during the first 10 business days of the posting. All other candidates will be considered after that period.
Initial review of applications will begin immediately and continue until the position is filled. However, the position may close when an adequate number of qualified applications are received.
Please include a resume, cover letter. Please include a resume and cover letter with your application. Names and contact information of three references will be required at the time of application.