Analyst, Prospect Research

Job description

Posting Information

Position TypePermanent Staff (SHRA)Is this an internal only recruitment?NoPosition TitleUniversity Program Associate - JourneyWorking TitleAnalyst, Prospect ResearchPosition Number20012399Vacancy IDP011931Budgeted Hiring Range$38,000 - $41,000Pay Band Information

To learn more about the pay band for this branch and role, please see the Career Banding rates spreadsheet.

Salary Grade EquivalentGN07Full-time/Part-time Permanent/Time-LimitedFull-Time PermanentIf time-limited, estimated duration of appointmentHours per week40Work Schedule

Monday – Friday, 8:00 – 5:00

Department Name and NumberUniversity Development Office-250100Date First Posted09/01/2020Closing Date09/30/2020Position LocationChapel Hill, NCPosition Posting CategoryDevelopment and FundraisingDepartment Description

University Development’s purpose is to support the mission of the university by raising private resources from alumni, friends, and other constituents to enhance financial support for students, faculty, programs, and facilities. University Development provides leadership and centralized development services to the 25+ other development offices across campus, serving as a focal point for annual giving; application development and support; campaign management; constituent programs; corporate and foundation relations; development operations; donor relations; events; gift planning; gift services; information services; marketing and communications; parents giving; principal gifts; prospect management, research and analytics; regional programs; scholarships and student aid; talent management; and volunteer engagement.

Equal Opportunity Employer

The University of North Carolina at Chapel Hill is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, gender, gender expression, gender identity, genetic information, race, national origin, religion, sex, sexual orientation, or status as a protected veteran.

Position Description

The Analyst, Prospect Research is responsible for delivering activities and functions of the university pipeline development program on behalf of the office of pipeline development within University Development’s department of Prospect Management, Research and Analytics (PMRA), a department consisting of four separate, collaborative offices — prospect management, pipeline development, principal gifts research and analysis, and prospect analytics. Reporting to the Associate Director, Prospect Management and Pipeline Development, and working in conjunction with colleagues from PMRA, the Analyst supports Carolina’s development activities for the leadership annual giving, major giving and leadership giving prospect segments by providing prospect research services and products to the university-wide development community, within the context of a comprehensive capital campaign. This individual serves in a collaborative, client-facing, liaison, strategy partner role, working closely and regularly with assigned development areas at the university.

The Analyst has the following primary duties and responsibilities: Deliver activities and functions of the university pipeline development program. Validate relevant prospects to support fundraising priorities. Conduct biographical, wealth, financial and philanthropic research on prospects, analyze and interpret findings, prepare research products and assign gift capacity ratings. Help develop new tools and strategies to assist the development community in making data-driven decisions to achieve campaign objectives, including segmentation and ranking products, services and visualizations. Provide customer service to clients. Assist with providing prospect research training sessions to the university-wide development community. Collaborate with colleagues in principal gifts research and analysis on prospect identification, validating relevant prospects and other items of shared interest. Collaborate with colleagues in prospect management to facilitate the movement of validated prospects through the pipeline. Develop and maintain effective relationships with internal clients and collaborators across the university-wide development community to deliver the program and achieve program goals. Plan, coordinate and complete pipeline development operations. Interpret, apply and implement pipeline development practices.

Minimum Education and Experience Requirements

Bachelor’s degree; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.

Essential Skills, Knowledge and Abilities

Ability to deliver program elements for the pipeline development office within the department of Prospect Management, Research and Analytics. Ability to develop and maintain productive and collaborative work relationships. Ability to understand client needs, define objectives and determine project scope and deadlines. Ability to evaluate information and make appropriate decisions and recommendations based on that information and assessment. Ability to translate analysis and conclusions into accessible and understandable formats. Ability to remain flexible to meet constantly changing and sometimes opposing demands, white continuing to meet deadlines. Ability to model positive attitude and solid productivity in evolving work climate. Client-focused, service-oriented, collaborative, creative, resourceful, ethical and good natured, with solid interpersonal, communication and negotiating skills. Strong writing, data, analysis, consulting, reporting, project management and technology skills; attention to detail; organized.

Preferred Qualifications

Demonstrated knowledge of prospect development principles, practices and the tools of the trade. Experience in a complex fundraising organization, preferably within the higher education industry. Familiarity with Blackbaud CRM.

Required Licenses/Certifications Special Physical and Mental RequirementsPosition/Schedule RequirementsPosition AttributesStimulus/ARRA FundedNoQuick Link of Human Resources Contact Information

If you experience any problems accessing the system or have questions about the application process, please contact the Office of Human Resources at (919) 843-2300 or send an email to [email protected]

Please note: The Office of Human Resources will not be able to provide specific updates regarding position or application status.

Applicant DocumentsRequired Documents
  1. Cover Letter
  2. Curriculum Vitae / Resume
Optional Documents
    Posting Supplemental Questions

    Required fields are indicated with an asterisk (*).

    1. * Please select the response below that best describes your experience/education for the University Program Associate position.
      • High school diploma/GED and at least 4 years of related experience
      • Bachelor's, Master's, or Doctorate in any field
      • Combination of post-high school education and experience in a related area to equal at least 4 years (ex: Associate's degree and 2 years of experience)
      • Did not complete high school but have a combination of high school education and related experience to equal at least 8 years (ex. 1 year of high school and 7 years of experience)
      • None of the above
    2. * Please describe your experience conducting research.

      (Open Ended Question)

    3. * Please describe your experience using Microsoft Excel. [i.e. formulas, pivot tables, etc.]

      (Open Ended Question)

    4. * Please describe your experience using and/or building data visualizations [i.e. Microsoft Power BI, Tableau, SAS VA, etc.]

      (Open Ended Question)

    5. * Please describe your experience collaborating with colleagues.

      (Open Ended Question)




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    Job No:
    Posted: 9/9/2020
    Application Due: 10/1/2020
    Work Type: