PROSPECT RESEARCH ASSISTANT
Duties: Advancement Research & Analysis is the centrally-located unit that keeps frontline fundraisers up-to-date about potential and existing donors to the University of Pennsylvania. In addition to identifying potential new donors, ARA provides background information about donors' ability to, and interest in giving to the University, as well as managing the assignment of these donors.
Serve as a member of a research team which provides in-depth research services and products to staff in support of the University's fundraising and alumni relations goals. Reports directly to the Associate Director of Prospect Research. Responsible for conducting daily news searches using print and electronic resources, and handling daily research requests and proactive research projects.
Under general supervision, use departmental, DAR, University, Internet-based & other external sources to compile, organize, summarize and prepare, for assigned Schools, Centers, and Central Programs, qualitative research reports containing biographic, demographic and financial information on prospective donors and alumni leaders, assess the giving ability and inclination of prospects using established departmental guidelines to improve the overall quality of assigned Schools, Centers, and Central Programs' prospect pools. Update records accordingly.
Conduct daily news searches using print and electronic resources in order to both proactively identify prospects and update research on existing prospects. Prepare analysis for all DAR staff and update records accordingly.
Work proactively with assigned Schools, Centers and Central Programs to identify and define their fundraising needs, and develop and maintain a plan to meet these needs including, but not limited to, portfolio optimization, prospect identification and research, data analysis, and industry trends and analysis. Work closely with fellow departmental staff to develop, coordinate and implement these plans.
Engage in professional development activity, including a minimum of 2 conferences or seminars and 2 webinars. Additional activity may include continuing education classes. Be prepared to present findings at regular staff meetings. Professional development activities should be relevant to research, analytics, fundraising, technology and software used for such activity, and applicable professional growth.
Use guidelines to contribute to overall prospect pool growth and quality.
Use aforementioned resources to summarize and/or update alumni records.
Log research assignments into office activity log and update regularly.
Upload and format completed research documents.
Will be required to work Homecoming and Alumni Weekend.
Other duties as assigned.
Qualifications: High School Diploma required. Bachelor's Degree from an accredited institution of higher education preferred. 3-5 years of experience or equivalent combination of education and experience. Familiarity with Internet-based searches required. Familiarity with research resources such as LexisNexis, EDGAR or NewsBank highly desirable. Detail orientation with demonstrated ability to compile, organize and communicate information from diverse sources required. Excellent organizational and interpersonal skills required. Excellent working knowledge of office procedures, practices and methods, including Microsoft Word, Excel, and Access. Excellent basic writing & proofreading skills necessary. Ability to work on multiple projects and meet tight deadlines essential. Demonstrated ability to work independently or as a team member essential. Ability to staff events as needed. Ability to lift up to 25 pounds.
Reference Number: 90-29024
Salary Grade: 024
Employment Type: Non-Exempt
Org: Research and Analysis
Special Requirements: Background check required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.
Job Family: C-General Clerical