Duties: Reporting to the Associate Director of Research and Prospect Management, the Prospect Researcher serves as a member of the Wharton External Affairs Research and Prospect Management team, which provides in-depth research services and prospect management to staff in support of Wharton External Affairs' fundraising and alumni relations goals. Manages a significant workload of proactive prospect identification projects to grow the Wharton External Affairs prospect pool. Completes resulting research documents to assess the giving capacity of prospective donors.
Work collaboratively as a member of the Wharton External Affairs Research and Prospect Management team to find proactive prospect identification leads generated through wealth screenings, news alerts and segmentation to grow Wharton External Affairs prospect pool.
Develop strategies for future proactive research to reach proactive research goals
Using established guidelines, use a variety of data sources to compile information and prepare qualitative research reports to assess the giving ability of prospective donors both domestic and international. Documents include wealth assessments, research profiles, meeting briefings, and event briefings for senior leadership and development staff at Wharton External Affairs.
Assist Associate Director with reactive research from Major Gifts and Principal Gifts teams.
Assist the Research and Prospect Management team with preparation of background documents for Wharton Board meetings and events.
Perform other duties as assigned.
Qualifications: BA/BS in field relevant to research activities of department or equivalent work experience. At least 1 to 2 years experience in prospect research required, preferably in higher education or business setting. Experience with proactive research and prospect identification preferred. Ability to gather, analyze, and write detailed reports in a high-volume department required. Ability to work on multiple projects while meeting tight deadlines essential. Ability to work effectively with large, diverse group of development officers to achieve department and fundraising goals essential. Knowledge of computer databases and Internet resources used for prospect research required. Excellent verbal and written communication skills required. Experience with Microsoft Word, Excel, and Access required. Capacity to work as a team member is essential.
Reference Number: 07-30361
Salary Grade: 025
Employment Type: Exempt
Org: External Affairs
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: F-Development/Fundraising/Marketing