S2902

998654

Social/Clinical Research Spec

Prospect Development Analyst

Staff

Located in North Carolina’s third largest city, UNC Greensboro is among the most diverse, learner-centered public research universities in the state, with 18,000 students in eight colleges and schools pursuing more than 150 areas of undergraduate and over 200 areas of graduate study. UNCG continues to be recognized nationally for academic excellence, access, and affordability. UNCG is ranked No. 1 most affordable institution in North Carolina for net cost by the N.Y. Times and No. 1 in North Carolina for social mobility by The Wall Street Journal — helping first-generation and lower-income students find paths to prosperity. Designated an Innovation and Economic Prosperity University by the Association of Public and Land-grant Universities, UNCG is a community-engaged research institution with a portfolio of more than $67M in research and creative activity. The University’s 2,600 staff help create an annual economic impact for the Piedmont Triad region in excess of $1B.

University Advancement staff members are dedicated to developing and maintaining strong and lasting connections to the University. How one perceives, interacts with, and supports UNC Greensboro forms the basis of all that we do. Whether we’re engaging alumni, friends, community members, or corporate partners (and in many cases, even current students), we share a collective responsibility and passion for cultivating a wide variety of partnerships and experiences across the University, our community, and beyond.

A number of professionally diverse units with specific charges come together to comprise University Advancement and support our shared mission.

Mission Statement
Our mission is to inspire connections, investments, and engagements that drive excellence and opportunity. Our vision is of a University that illuminates potential, eliminates barriers, and ignites achievement.

University Advancement includes: Development, Alumni Engagement, University Special Events, Advancement Operations, Donor and Board Engagement, Planned Giving, and Advancement Communications.

The Prospect Development Analyst is a member of the Advancement Operations staff, reporting to the Director of Prospect Management and Research. The position supports fundraising efforts by identifying, researching, and rating prospective University constituents (i.e., individuals, corporations, and foundations) using on-line databases and other sources of information. Conducts database queries and data analysis in support of prospect identification, qualification, and management. Prepares detailed profiles and reports using Microsoft Word and Excel. Assists in maintaining prospect tracking database, reviewing fundraising staff documentation for prospect management updates, and implementing other prospect data projects as assigned. Works closely with a core group of fundraisers to meet their prospect research and data analysis needs.

FOUR-YEAR DEGREE IN A DISCIPLINE RELATED TO THE FIELD ASSIGNED AND ONE YEAR OF RELATED TRAINING OR EXPERIENCE; OR EQUIVALENT COMBINATION OF TRAINING AND EXPERIENCE. ALL DEGREES MUST BE RECEIVED FROM APPROPRIATELY ACCREDITED INSTITUTIONS.

• Two years of research and data analysis/management experience.
• Experience in prospect research and management within an academic, nonprofit, corporate, or consulting environment.
• Experience working with CRM platforms.
• Experience with Ellucian Banner.
• Knowledge and understanding of fundraising and donor relations concepts, principles, techniques, procedures, and practices.
• Knowledge of key information resources, including biographical, news, financial, corporate and government sources.
• Strong client service orientation and follow-through.
• Collaborative style, combined with the ability and desire to work in a team-based environment.
• Strong oral and written communication skills to interact effectively with fundraisers and staff, and to prepare prospect reports.
• Excellent judgment to deal with and disseminate confidential information.
• Experience working with Microsoft Office suite of products, including Excel and Word.
• Demonstrated ability to work independently, prioritize work, and manage multiple, diverse, and competing priorities while meeting deadlines.

If no applicants apply who meet the required competency level and training & experience requirements, then management may consider other applicants. Salary would be determined based on competencies, equity, budget, and market considerations.

Applicants are required to upload a list of at least three (3) professional references that includes:

1. Name,
2. Company Name,
3. Type of reference (Professional, Supervisor, Colleague, Academic, or Personal). One (1) of those references will need to be a current or previous supervisor.
4. Email Address
5. Contact Phone Number

$63,875 - $64,002

Advancement Operations - 33701

8 A.M - 5 P.M., M-F

12

Administrative & Managerial

Social/Clinical Research Spec

11/25/2024

01/03/2025

1.000

Non-Exempt

Prospect Research

• Independently evaluates and synthesizes biographical and financial data to assess a prospect’s gift capability, philanthropic interests, and relationships.
• Organizes, edits, and presents information in formats that will best meet the research requestor’s needs.
• Accesses and gathers biographical and financial data on individuals, corporations, and foundations from in-house files, online services, Internet sources, campus and public libraries, county and state offices, and other external sources. Full knowledge of electronic and printed prospect research resources is essential.
• Interpret and synthesize biographical and financial data and provide written profiles for purposes of prospect qualification.
• Reviews and discusses research findings with fundraisers and recommends cultivation and solicitation strategies. Must exercise sound judgment skills and can handle confidential materials and situations with sensitivity and diplomacy.
• Work independently and prioritize multiple assignments in order to meet competing deadlines from a core group of fundraisers.

Prospect Identification

• Utilizes technology and software products to find new prospects and assess prospect gift capability. Disseminates findings to fundraisers.
• Assists in carrying out electronic screening and data mining projects.
• Reviews printed and electronic news sources in order to identify potential donors (individuals, corporations, and foundations).
• Collects, summarizes, interprets, and disseminates information to fundraisers that verifies prospect wealth, interests, inclination to give, and relationships to other University constituents and programs.
• Determines and assigns initial prospect rating on prospect tracking system.
• Monitor electronic news sources for information on selected constituents; evaluates quality of information before disseminating to fundraisers. Proactively utilizes electronic screening and data mining tools such as iWave and EverTrue to produce prospect lead reports .
• Recommends and helps evaluate new tools and services to aid in the identification and research of prospective donors.

Prospect and Data Management

• Responsible for insuring the accuracy, validity and integrity of data being added to the prospect tracking portion of the Banner alumni/development database which pertains to the University’s major gift prospects.
• Reviews and analyzes action items from call reports of fundraisers and makes decisions regarding updates to prospect solicitation, capability, and interest data.
• Participates in scheduled prospect review sessions with fundraisers.
• Assists in on-going database enhancement projects.
• Contributes to the quality control and assurance process with regard to biographical/gift data maintained on Banner by reporting inconsistencies to Data Manager.

Database Inquiry and Reporting

• Determines appropriate criteria for meeting on-going prospect data and reporting needs of staff.
• Creates data extracts for analysis purposes.
• Interprets and evaluates data. Prepares reports and communicates results.
• Must be capable of creating queries and data extracts using Banner reporting tools, Microsoft Excel, and EverTrue.
• Determine which database elements to include in analysis following a needs assessment with fundraising staff members.
• Conducts segmentation and analysis of large and complex sets of alumni and donor data for purposes of prospect identification and qualification.
• Communicates verbally and in writing. Must be proficient at using Microsoft Word and Microsoft Excel.
• Provides counsel to fundraising staff regarding interpretation of prospect and gift data.

Knowledge - Professional

• Demonstrates full knowledge of social/clinical research principles, study design, methods of data/information collection and analysis to independently manage projects and/or programs.
• Demonstrates knowledge of statistics and related information technology to analyze and report data/information.

Journey

Data/Information Analysis/Management

• Analyzes data/information for accuracy, validity and integrity.
• Maintains quality control and assurance.
• Applies criteria or parameters for extract of data/information; creates databases.
• Interprets and evaluates results; prepares reports and/or presentations.
• Analyzes data/information to determine potential relationships.
• Develop guidelines for production of estimates, including identification and preparation of input data, operational definitions, implementation of tools and methods, and evaluation of results.
• Evaluate estimates for appropriateness, reasonableness, validity, and suppression.
• Prepare documentation for both technical and non-technical audiences, describing estimation procedures and interpreting results.

Journey

Communication

• Leads exchange of research information through technical assistance and instruction.
• Contributes to preparation of and presents publications, reports or policies.
• Assists in grant writing and proposal development.
• Independently provides consultation to clients or others related to the specific project/program.
• Develops and/or create informational products.
• May provide or assist with design.

Journey

Social/Clinical Research Project/Program Administration

• Plans work to meet objectives and deadlines; assesses the needs of the project(s)/program(s) and makes changes in process, work flow and/or assignments.
• May monitor work of others, giving assignments and instruction as needed.
• Leads multiple, concurrent assignments or a multi-faceted/some complexity project(s)/program(s).
• Follows established guidelines for assessing compliance with protocol and manuals of procedures and suggests possible ways to improve on the monitoring process.
• Writes comprehensive reports summarizing the results of the site visit and conveys the major points of the report to field center staff/PI and supervisory personnel.

Journey

Finger Dexterity - F, Reading - F, Writing - F, Hearing - F, Talking - F, Sitting - F, Lifting-0-30 lbs. - R

Inside - C, Outside - R