Assistant Director, Prospect Research and Management

Job description

Bentley University

Leadership Gifts

Employment Type

Summary of the Position

The Assistant Director of Prospect Research will gather, analyze, interpret and summarize biographical, SEC, corporate, financial, major world press and other types of information to identify prospects and further the engagement and solicitation of major gift prospects. The Assistant Director will work in close partnership with colleagues in Research & Prospect Management and Leadership Giving to manage prospect portfolios and track prospect activity. The Assistant Director reports to and works closely with the Director of Prospect Research and Management to ensure development staff are working with the University's most financially capable donors and that research efforts are effectively moving prospects through the development cycle.

This experienced researcher will possess strong writing, research and analytical skills, along with a commitment to producing high quality work. She/he has the ability to work on multiple projects simultaneously, utilizing a strong proficiency in prospect research resources, searching skills and research strategies. He/she will be detail-oriented, inquisitive and self-motivated, with an ability to work independently (with a minimum of supervision). This position will offer key support and insight around all aspects of prospect and portfolio maintenance and moves management. The Assistant Director will maintain a high degree of professionalism, ethical sensitivity, discretion and must possess ability to maintain confidentiality.

Essential Functions

• Provide accurate, timely and capacity driven research for development officers and Advancement leadership
• Provide key support and insight in the maintenance of viable portfolios via portfolio review sessions (including meeting preparation and follow up); provide ongoing analysis and analytics of portfolios, moves and stages
• Manage, train and hire student researchers and temporary help
• Take a proactive lead role in the Identification of new prospects and ratings upgrades using a variety of internal and external sources
• Provide corporate research as needed
• Prepare for and participate in prospect review meetings
• Assist in the management of external vendor prospect screenings and validating screen results
• Enhance and maintain policies and procedures documentation supporting best practices
• Other duties and projects as assigned

Minimum Qualifications (Education and Experience Requirements)

• BA/BS and a minimum of 7 years overall experience required including at least 2-3 years of professional research and prospect management experience in non-for-profit development environment
• Ability to effectively use available databases and public information to analyze complex financial information; fluency in a broad range of prospect research resources and techniques
• Commitment to confidentiality, tact and discretion, adhering to both Bentley University and APRA standards
• Excellent written and verbal communication skills and demonstrated ability to articulate complex ideas clearly, accurately, and concisely; strong editing and proof-reading skills
• Ability to analyze, synthesize, and clearly report on a high volume of complex information; ability to identify trends, make connections, and interpret patterns
• Impeccable attention to detail with an ability to prioritize work and provide accurate information under tight deadlines
• Demonstrated commitment to professional development and growth within the field
• Proven competence in advanced skill sets (APRA) and a commitment to ethical research practices
• Experience with Abila Millennium or comparable CRM/relational database
• Strong skills in Microsoft Office Suite and ability to learn new programs and software
• Ability to self-motivate, to work independently, with little supervision, as well as part of a team
• Ability to work on multiple projects simultaneously, set priorities, effectively manage time, and meet short deadlines required
• Supervisory experience helpful

Preferred Qualifications

• Strong preference for candidates with knowledge and experience with international prospect research
• Sense of humor

Special Instructions to Applicants

Bentley University requires reference checks and may conduct other pre-employment screening.

Documents Needed To Apply
Required Documents

  1. Resume
  2. Cover Letter

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Job No:
Posted: 5/10/2018
Application Due: 7/9/2018
Work Type: