Prospect Strategy Analyst

Main Campus (Gainesville, FL)
Apr 28, 2021
Employment Type
Full Time
Institution Type
Four-Year Institution

Job no: 516464
Work type: Staff Full-Time
Location: Main Campus (Gainesville, FL)
Categories: Advancement
Department:50010000 - AD-VP ADVANCEMENT

Classification Title:

Prospect Strategy Analyst I

Job Description:

The Prospect Strategy Analyst serves as a key partner to colleges/units with regard to prospect strategy, research and analysis. The position ensures excellence in service to fundraisers in pipeline development and portfolio management, including training and communication. This position will collaborate closely with Data Services and Strategy & Operations teams on institution-wide strategic initiatives and to develop and implement departmental and organizational policies and procedures.

Portfolio Management

  • Act as a strategic partner for approximately 1-15 development officers of assigned colleges/units in prospect strategy development and documentation.
  • Review contact reports of each development officer in assigned colleges/units for updates to prospect plans and strategies.
  • Identify creative, strategic methods to help development officers engage prospects.
  • Recommend prospect assignments and quality prospect pools to development officers.
  • Meet regularly with assigned DOs to fully comprehend and gain thorough knowledge and understanding of assigned campaign priorities, DO portfolios and short/long term prospect goals.
  • Conduct quarterly Gator Portfolio Support (GPS) meetings with all assigned DOs to facilitate strategic conversations regarding the management of prospects, pipeline development and portfolio strength.
  • Provide key support and insight in the maintenance of viable portfolios via portfolio review sessions (including meeting preparation and follow up); provide ongoing analysis and analytics of portfolios, moves and stages.
  • Make updates in Advance related to development officer portfolio and relationship manager assignments.
  • Strategic Research

    • Provide professional prospect development, research and information services in support of the fundraising goals and objectives of UF Advancement.
    • Identify, qualify, rate and assign major gift prospects to DOs in support of fundraising goals and objectives.
    • Prepare thorough, accurate and timely profiles on UF alumni, friends, parents, corporations and foundations as needed to support fundraising initiatives.
      • Use a variety of analytical techniques to resolve or provide information regarding complex research and data problems.
      • Provide corporate/foundation research as needed.

    Special Projects

  • Attend and participate in meetings, workgroups, committees and other internal responsibilities.
  • Execute special campaign projects as identified by leadership, which may include leading a workgroup, conducting targeted research and analysis, partnering with units and internal groups, and developing and executing recommendations.
  • Special Assignments:
  • Work on assigned special projects (e.g. student interns, internal training, external training, etc.), as assigned by the Associate Director of PSR.
  • In this capacity you will be responsible for all planning, tracking and communication regarding assigned project.
  • Specific metrics for the special project will be assigned during the annual performance appraisal and planning process.
  • Tools, Training & Communication

  • Drive a consistent approach to research and prospect management across units through regular communication with unit leadership and staff, ongoing training, and alignment with campaign priorities.
  • Provide consultative services and orientation sessions.
  • Contribute to evaluation of research tools and department policies and procedures.
  • Provide training and database support to DOs on research resources and policies.
  • Assess unit training needs and develop individualized training plans, including onsite training.
  • Recognize when issues, activities, and/or decisions need to be elevated to management, and communicate information effectively to others.
  • Work under guidelines governed by unit procedures, processes, and manuals.
  • Expected Salary:

    Salary commensurate with education and experience.

    Minimum Requirements:

    Bachelor’s degree in an appropriate area of specialization and two years of relevant experience.

    Preferred Qualifications:

  • Two years’ experience in prospect management and/or research or fundraising in a higher education setting
  • Exceptional analytical skills to synthesize a high volume of information from a variety of sources and perform complex analysis to produce reports that are usable and actionable to a variety of fundraising professionals
  • Must be an outstanding communicator and possess excellent written and verbal communication skills; interpersonal skills; and the ability to work collegially and interact effectively with a diverse constituency.
  • Collaborative, collegial and customer service focused orientation, eager and able to engage a diverse stakeholder base, and able to build strong professional relationships
  • Demonstrated success in program development and execution
  • Exceptional listening and judgment skills
  • Strong consultative approach with ability to advise and influence internal clients through formal and informal presentations
  • Clear understanding of the cultivation cycle
  • Effective in problem solving across organizational lines
  • Ability to work at strategic level and influence outcomes of strategic initiatives
  • Strong project management and time management skills; ability to handle multiple projects with critical deadlines and changing priorities simultaneously and accurately
  • Understand institutional mission and strategic initiatives
  • Knowledge of ethical and best practices of profession
  • Strong familiarity with standard research resources and information such as LinkedIn, Advizor, Lexis Nexis, iWave, SEC filings and wealth screenings
  • High level of knowledge of software applications for analysis and project delivery
  • Proficient with Advance (or comparable alumni/donor database) and thorough understanding of the reports produced by and for prospect management purposes
  • Experience with Microsoft Office Suites: Word, Power Point, Excel, Access, OneNote
  • An appreciation for and support of diversity in the workplace in all its forms; proven success working with stakeholders; project management skills; experience in a data-driven environment; organizational skills; and the ability to lead, influence and motivate others are required.
  • Special Instructions to Applicants:

    In order to be considered, you must upload your cover letter, resume and three references.

    Application must be submitted by 11:55 p.m. (ET) of the posting end date.

    Health Assessment Required:


    Advertised: 26 Apr 2021 Eastern Daylight Time
    Applications close: 11 May 2021 Eastern Daylight Time