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Prospect Analyst

Job description



I. JOB OVERVIEW

Job Description Summary:

The Division of Development and Alumni Relations (DAR) is seeking a prospect analyst within the central Research & Relationship Management (RRM) office. DAR is responsible for leading the university's alumni and fundraising efforts and seeks to promote a culture of philanthropy throughout the university community, including alumni, students, parents, faculty, staff, corporations and foundations, patients and other friends. Our goal is to advance GW's mission of excellence in education, research, scholarship, and patient care.

RRM provides prospect development services to DAR by focusing on three key areas: relationship management, proactive research, and reactive research; this ensures that the best prospects are identified and moved through the donor continuum to increase solicitations and, ultimately, overall attainment.

RRM is seeking a full-time Prospect Analyst who is passionate about philanthropy and dedicated to furthering GW's mission. This position analyzes, synthesizes, interprets, and appropriately disseminates data and information in a user-friendly format, working to match charitable interests and economic capabilities of prospective donors at macro and micro levels. Reporting to the Associate Director, Relationship Management, this position conducts portfolio reviews, acts on prospecting needs, negotiates and completes research requests, and partners with fundraisers as a trusted advisor to ensure DAR is accomplishing its philanthropic goals.

Duties:

Identify, understand, condense, and analyze financial, biographical, legal, and philanthropic information on prospects and donors to produce high-quality research products for clients. Apply multiple screening strategies and methodologies. Provide capacity ratings for different purposes and different prospect types.

Employ a wide variety of proactive prospecting techniques to build GW's philanthropic pipeline, monitor top prospects via news alerts and push technology, and disseminate relevant updates to team members and clients.

Lead development and regular reviews of client portfolios and pipelines, with strategic emphasis on effectively moving assigned prospects and donors to solicitation. Strengthen constituent relationships by translating wealth assessment and philanthropic information into analyses that fundraisers use for successful strategies.

Combine data from several programs, including business intelligence dashboards, to create visualizations that illustrate the status of a client's portfolio in a variety of ways. Make data-driven recommendations to increase GW's overall philanthropic pipeline and assist in the management of client portfolios.

Proactively and regularly liaise with clients. Clearly communicate existing RRM policies, standards, procedures, and protocols and serve as trusted advisor to clients, while contributing to the development of new processes. Positively represent RRM by facilitating strong and consistent dialog between the department and clients in order to maintain the highest level of partnership.

Foster enthusiasm and commitment to achieving excellence at all institutional levels. Promote the contributions and needs of RRM to colleagues and leadership by using data-driven information that ties to the organizational mission. Communicate industry trends of the prospect development profession.

Take ownership of and invest in own professional development, seeking out opportunities to elevate current abilities and acquire new skills. Apply resulting edification in concrete ways.

Performs other work related duties as assigned. The omission of specific duties does not preclude the supervisor from assigning duties that are logically related to the position.

Minimum Qualifications:

Qualified candidates will hold a Bachelor's degree in an appropriate area of specialization. Degree must be conferred by the start date of the position. Degree requirements may be substituted with an equivalent combination of education, training and experience.

Additional Required Licenses/Certifications/Posting Specific Minimum Qualifications: Preferred Qualifications:

Experience within fundraising, preferably in prospect development and/or higher education.

Excellent oral and written communication skills as well as interpersonal skills and diplomacy required to function effectively among fundraisers. Proven track record of editing work products for delivery with minimal error.

Experience in employing active listening techniques in order to provide satisfaction for clients within the suite of available resources and departmental parameters. Ability to work effectively in a team environment with all types of staff, including remote colleagues.

Ability to compile, report, analyze, and present information, including creating data visualizations, from diverse sources to explain, illustrate, and highlight key points to achieve results. Demonstrated ability to complete tasks with thoroughness, accuracy, and efficiency, ensuring deliverables are precise and free of errors.

Ability to prioritize workload and manage multiple, diverse, and competing priorities while meeting dynamic deadlines that may shift. Strong problem-solving skills and demonstrated ability to work in a demanding environment.

Familiarity with one or more formal project management models as a tool to achieve specific project goals and objectives successfully.

Proficiency with one or more relational databases, the Microsoft Office suite, and the G Suite; experience with online resources such as Nexis for Development Professionals, WealthEngine, Foundation Center, ResearchPoint, and iWave; comprehension of differences between primary and secondary sources.

Experience in driving own learning and taking initiative to meet professional development goals. Achieves high-level competency as defined by the Association of Professional Researchers for Advancement (Apra) Body of Knowledge.

Proficient application of privacy laws (HIPAA, FERPA, etc.), ethical standards, ethics statements and guidelines of related professional organizations (Apra, CASE, etc.), and protocols in dealing with highly sensitive information with a high degree of judgment and discretion.


II. JOB DETAILS

Campus Location: Foggy Bottom, Washington, D.C. College/School/Department: Development & Alumni Relations Family Dev & Alumni Relations Sub-Family Prospect Management and Research Stream Individual Contributor Level Level 1 Full-Time/Part-Time: Full-Time Hours Per Week: 40 Work Schedule: Monday - Friday (daytime hours) Position Designation: Essential: Employees who perform functions that have been deemed essential to maintaining business or academic operations. Employees are generally expected to work from home during an event and may be asked to physically report to work. Telework: No Required Background Check: Criminal History Screening, Education/Degree/Certifications Verification, Social Security Number Trace, and Sex Offender Registry Search Special Instructions to Applicants:

Employer will not sponsor for employment Visa status

Internal Applicants Only? No Posting Number: S007401 Job Open Date: 07/05/2018 Job Close Date: If temporary, grant funded or limited term appointment, position funded until: Background Screening Successful Completion of a Background Screening will be required as a condition of hire. EEO Statement:

The university is an Equal Employment Opportunity/Affirmative Action employer that does not unlawfully discriminate in any of its programs or activities on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or expression, or on any other basis prohibited by applicable law.


Posting Specific Questions
Required fields are indicated with an asterisk (*).
  1. * Do you have a Bachelors degree or an equivalent combination of education, training and experience?
    • Yes
    • No
  2. * What is your salary range expectation?
    (Open Ended Question)



Applicant Documents
Required Documents
  1. Resume
  2. Cover Letter
Optional Documents




    Documents needed to Apply
    Required Documents
    1. Resume
    2. Cover Letter
    Optional Documents

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      Job No:
      Posted: 7/6/2018
      Application Due: 7/25/2018
      Work Type:
      Salary: