The Prospect Strategy & Research Analyst
- Employer
- The University of North Carolina at Charlotte
- Location
- Foundation Building
View more
- Administrative Jobs
- Academic Affairs, Research Staff & Technicians, Institutional & Business Affairs, Alumni Relations & Development
- Employment Type
- Full Time
- Institution Type
- Four-Year Institution
Job Details
All Candidates
Employment Type:Permanent - Full-time
Hours per week:40
Months per year:12
Position Number:000421
NC Salary Grade Equivalency:72
Classification Title:Social Research Specialist - Journey
Working Title:The Prospect Strategy & Research Analyst
Salary Range:$45,131- $54,000
Anticipate Hiring Range:$45,131- $54,000
FLSA Status:Exempt
Division:University Advancement
Department:University Advance Operations (Adm)
Work Unit:UA Business Operations
Work Schedule:8:00 am – 5:00 pm; Monday – Friday.
Primary Purpose of Position:The Prospect Strategy & Research Analyst is responsible for the overall coordination and entering of development officer proposals, strategies, and projects as recorded in Banner Advancement and other Prospect Management systems for tracking, analysis and planning purposes of the University Advancement Senior Staff; coordination of University Advancement prospect management practices with stated University Advancement Senior Staff and UNC Charlotte Foundation Board strategic mission/goals; Researching UNCCharlotte constituents for development purposes as needed; and on an as needed analysis projects basis as directed by the Vice Chancellor of University Advancement and/or Executive Director of Advancement Operations. This position reports to, and is supervised by, the Director of Prospect Strategy & Research.
Minimum Education/Experience:Required Minimum Qualifications:
Four-year degree in a discipline related to the field assigned and one year of related training or experience, or combination of training and experience necessary to perform the work.
University Preferred Qualifications:
Completion of coursework for a four-year college degree in a discipline related to the field assigned, and two years of progressively responsible experience in gathering, editing, and analyzing data for social and economic research, or an equivalent combination of education and experience.
Essential Job Duties:• Oversee and review the daily task list of the Prospect Strategy & Research team to ensure all requests are handled and deadlines are met. Provide guidance to junior staff and supervise team in Director’s absence
• Meets proactive identification goals by uncovering high potential prospects through research or database analysis and write compelling profiles and summaries on the prospects for fundraisers to review, understand and pursue. Present these recommendations to the development staff, or other campus partners as appropriate
• Review research requests, which are sometimes vague, and determine which type of research needs to be performed, which research sources need to be utilized and which report formats are required. Advise division members on strategy and best course of action when the request is unclear
• Use quantitative and qualitative data to build models that assist in identifying new high potential prospects
• Analyze and interpret complex business and financial information
• Maintain and update the research project database and create reports on the number and type of research projects and the volume and type of projects by researcher
• Provide back-up support to the Director of Prospect Strategy & Research when necessary
• Supervise and train all student employees for the Prospect Strategy &Research Team, manage their workloads and schedules, and complete any timekeeping and reporting required. Complete evaluations and provide constructive feedback on performance as appropriate
• Generate reports, graphs, maps and statistics to measure progress qualifying prospects and advancing prospects
• Assist the Director of Prospect Strategy & Research in identifying new resources for research, data mining and electronic screenings
• Partner with the Director of Prospect Strategy & Research to implement strategy, trainings, and other processes that will enhance team efficiencies and overall divisional knowledge of team activities
• Train staff as necessary on new databases, methods, policies, or other new procedures
• Work as primary editor for Research Analyst reports
• Field divisional and university requests for research, assign individual requests for reactive research to Researchers
• Monitor workflow and manage request backlog
• Coordinate and monitor prospecting projects for team
• Maintain and seek new knowledge of prospect research techniques, resources and strategies, including oversight of Data Analytics Projects
• Assist fundraisers in reviewing and prioritizing their prospect portfolios and helping to create strategies for fundraiser’s prospects
• Prepare briefing materials for Chancellor cultivation meetings and events
• Work with college units, Alumni Affairs and others to understand their strategies and ideas. Recommend research projects and analyses to help them achieve their goals
• Work with the Data Analyst on the Prospect Strategy & Research team to implement prospect assignments, stage changes, qualifications, trustee engagement tracking, and other team procedures
• Work closely with University Advancement’s IT Services team to strategize and develop the Research Team’s server, software, databases, and electronic files and identify better ways for users to get profiles and reports directly
• Other tasks and responsibilities as assigned
• Bachelor’s degree, preferably in Library Science, English, Business, Market Research or Communications. Master’s degree preferred.
• Three years direct research experience in a fundraising and/or higher education field or comparable experience in a research-oriented environment.
• Three years of direct experience in prospect management in a fundraising and/or higher education environment.
• Excellent writing and verbal communications.
• Proven skills and experience using data mining and predictive modeling analysis software (SPSS, SAS, Mini-Tab) and other statistical software.
• Ability to handle deadlines and changing priorities with good judgment.
• Well-developed sense of curiosity, ingenuity, perseverance and good judgment.
• Be self-motivated and a self-starter.
• A commitment to UNC Charlotte’s mission.
• Three to five years’ experience in public higher education with a concentration of experience in prospect research and prospect management.
• Supervisory experience.
• Experience with LexisNexis, iWave, ResearchPoint or similar systems.
• Experience with Banner Advancement system (or similar fundraising and donor CRM Software).
Foundation Building, Room 119
Posting date:02/24/2021
Closing date:03/09/2021
Proposed Hire Date:04/01/2021
Special Notes to Applicants:Please ensure your full range of knowledge, skills, abilities, experience and education are listed on your application.
- Do not write ‘see resume’ on your application when completing the job duties section.
If you answer the questions at the end of the application, please ensure your application reflects the knowledge, skills, abilities and experiences to support your answers (see job duties section of previous employment).
- Failure to answer the questions at the end of the application will not preclude your application from being considered but may result in your application not receiving full consideration of your knowledge, skills, and abilities.
Please submit a resume and cover letter with your application.
- These documents will be used to evaluate your written communication skills as well as supporting documents of your knowledge, skills, abilities, education and professional experience.
Organization
About Us
UNC Charlotte is North Carolina's urban research university. It leverages its location in the state's largest city to offer internationally competitive programs of research and creative activity, exemplary undergraduate, graduate and professional programs, and a focused set of community engagement initiatives. UNC Charlotte maintains a particular commitment to addressing the cultural, economic, educational, environmental, health, and social needs of the greater Charlotte region.
Located in the state’s largest metropolitan area, UNC Charlotte is among the fastest growing universities in the UNC System. A large public university with a small college feel, UNC Charlotte’s 1,000-acre campus is the home away from home for more than 29,000 students. The University offers internationally competitive research and creative activity opportunities and exemplary undergraduate, graduate and professional programs coupled with a focused set of community engagement initiatives that enrich the region’s quality of life.
In fulfilling our mission, we envision a University that promises:
- An accessible and affordable quality education that equips students with intellectual and professional skills, ethical principles, and an international perspective.
- A strong foundation in liberal arts and opportunities for experiential education to enhance students’ personal and professional growth.
- A robust intellectual environment that values social and cultural diversity, free expression, collegiality, integrity, and mutual respect.
- A safe, diverse, team-oriented, ethically responsible, and respectful workplace environment that develops the professional capacities of our faculty and staff.
To achieve a leadership position in higher education, we will:
- Rigorously assess our progress toward our institutional, academic, and administrative plans using benchmarks appropriate to the goals articulated by our programs and in our plans.
- Serve as faithful stewards of the public and private resources entrusted to us and provide effective and efficient administrative services that exceed the expectations of our diverse constituencies.
- Create meaningful collaborations among university, business, and community leaders to address issues and opportunities of the region.
- Develop an infrastructure that makes learning accessible to those on campus and in our community and supports the scholarly activities of the faculty.
- Pursue opportunities to enhance personal wellness through artistic, athletic, or recreational activities.
- Operate an attractive, environmentally responsible and sustainable campus integrated with the retail and residential neighborhoods that surround us.
Dual Career
The University of North Carolina at Charlotte is committed to the recruitment and retention of highly qualified and productive faculty, administrators, and other professional staff members. We recognize that career decisions are influenced by family considerations. For up to one year from the date of an employee’s relocation to Charlotte, the University will assist the employee’s spouse or domestic partner with efforts to find employment within the University and/or within the surrounding area.
Diversity at UNC Charlotte
UNC Charlotte is committed to cultivating diversity and inclusion throughout the campus. Our campus community is comprised of people who represent the wide breadth of gender identities, sexualities, races and ethnicities, faith traditions, nationalities, and other social groups and backgrounds. All of these identities and experiences enrich the University as a whole. UNC Charlotte strives to celebrate and leverage the benefits of this diversity, and to sustain an inclusive and welcoming environment for all students, faculty, and staff.
To learn more about plans, programs, resources and news and events relating to diversity and inclusion at UNC Charlotte please use the following link: https://diversity.uncc.edu/
To access the full text of the UNC Charlotte Plan for Campus Diversity, Access and Inclusion please use the following link: https://diversity.uncc.edu/sites/diversity.uncc.edu/files/media/Campus%20Plan%20for%20Diversity%2C%20Access%2C%20and%20Inclusion%202016.pdf
Optional text if space allows….
Overview of the UNC Charlotte Plan for Campus Diversity, Access and Inclusion.
The goal of quality education for all at UNC Charlotte is the foundation for our Diversity Plan. At its fullest potential, higher education allows students to interact with people from different backgrounds and to engage a range of ideas and perspectives. This educational experience cultivates the skills that graduates will need to function adeptly in a global society.
As North Carolina and the Charlotte region undergo rapid population growth and demographic change, UNC Charlotte must respond to the needs of a more diverse student population. It is imperative that the University prepare its students to become leaders and thriving citizens in a pluralistic and multicultural society. In adopting our Diversity Plan, we affirm that:
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- We believe that a diverse faculty, staff and student body are critical in advancing teaching, scholarship, and community engagement at UNC Charlotte.
- We are committed to enhancing opportunities for living, working and learning in a diverse environment
- We are committed to educating our students to interact effectively and respectfully in the global community.
The Plan identifies components of a diverse campus community and outlines steps toward building an inclusive environment that promotes the success of all students, faculty, and staff. It is a living document that affirms our institutional values and is designed to offer guidance to University departments and units for achieving the University goals for diversity. The seven broad objectives of the Diversity Plan are:
1: Promote a broad understanding of goals for diversity, access, and inclusion for the University through active outreach to the campus community.
2: Recruit and graduate a diverse student body that reflects community diversity and addresses the state’s need to increase access to higher education for historically underrepresented and economically disadvantaged students.
3: Increase the recruitment of underrepresented faculty and advance their progression through the faculty ranks.
4: Increase the representation of staff from underrepresented groups.
5: Ensure the presence of institutional environments and course development that enhance learning and appreciation for the full range of diversity.
6: Develop external relationships with the community to enhance diversity on and off campus.
7: Ensure the Success of the Plan through Assessment, Accountability, and Recognition.
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