|Primary Duties and|
As a member of the
Advancement Services team, the Prospect
Research Analyst provides development
staff, deans, senior leaders and alumni relations with in-depth research and
reports on Belmont University constituents, stakeholders and other prospective
donors. The Researcher’s primary responsibility is the
identification, research, and tracking of individual, corporate, and foundation
prospects, helping the advancement division build fundraising capacity and
successfully acquire support for the projects, programs and priorities of the
University. The Prospect Research Analyst also plays integral roles in both the
administration of prospect/moves management processes and the management of related
data. This position reports to the Director of Advancement Services and
Information Systems and provides advancement services support to the Director
as assigned including assisting with various
report and list creation, systems data and record upkeep.
Essential Job Functions:
- Perform prospect research,
analyze, synthesize and summarize information in the form of written
prospect profiles and reports.
- Identify and qualify major gift
and leadership annual giving prospects by researching and analyzing
individual, foundation and corporate entities for linkage (connections to
Belmont); personal and philanthropic interests; affinity (engagement and
propensity to donate to Belmont); and giving capacity
to grow the prospect pipeline and ensure the best prospects are actively
qualified and managed by development officers (moves management).
- Mine internal databases, external publications, online
resources, and leadership networks to identify individual, corporate, and
foundation prospects for major gift solicitation assignments.
- Prepare detailed, accurate research briefings on
prospects and/or groups of prospects for alumni relations, development
staff, and senior leaders.
- Manage new parent information by migrating parent data
into the advancement module. Facilitate regular wealth screenings efforts
including annual screening of parent constituents. Take the lead, in
consultation with the Director, screening the lists and importing the
results back into the database, disseminating the results, and
prioritizing the lists.
- Partner with fundraising
professionals in evaluating prospects based on estimated wealth and
assets, giving capacities, engagement, as well as other factors, in order
to determine cultivation and solicitation strategies. Including
participation in regular development prospect review meetings.
- Independently monitor new
research trends and techniques and communicate with staff. Support regular
evaluation of research tools and products, and make recommendations on new
resources as appropriate.
- Record, organize and maintain prospect information in
electronic files, paper files, and other information systems.
- Assist the Advancement Services Director and
development staff with various prospect management tasks, including (but
not limited to) prospect coding, tracking, status monitoring, reporting, and
the review of dynamic information such as contact notes and account
- Assist the Director with advancement list creation,
analysis and support prospect management reporting.
- Assist the Director
with running custom scripts to import data.
- Cross-train with
other Advancement Services staff and assist with records management and
gift processing during busy periods. Share responsibility for database
- Provide supervision
to student workers when needed.
|Required Qualifications:||Belmont University seeks to attract and retain highly qualified faculty and staff that share the University's values and will contribute to its mission and vision to be a leader among teaching universities bringing together the best of liberal arts and professional education in a Christian community of learning and service. |
- Demonstrated proficiency in all areas of knowledge management (capturing, synthesizing, sharing, and applying information), including the use of online resources.
- Demonstrated proficiency with various research resources including advanced searching techniques using online databases; including capturing, analyzing, synthesizing, disseminating, and applying information. Experience with LexisNexis is preferred.
- Demonstrated ability to analyze and synthesize data from a wide variety of sources, and present the resulting information in a clear summary.
- Ability and initiative to identify new sources of research-related information as they become necessary and/or available.
- Ability to organize and manage a diverse range of assignments and projects with high efficiency, yet thorough attention to detail and timely follow-through.
- Strong written and oral communication skills.
- Familiarity with and appreciation of the mission, purpose and values of Belmont University.
- Demonstrated competence in a variety of computer applications, including donor databases, Microsoft Excel, Access, and Word; preferred experience importing and exporting data from relational databases.
- Ability to handle sensitive and confidential information appropriately and with discretion.
- Strengths in anticipating and seeking out information related to the immediate priorities of development and alumni relations staff.
- Ability to work both independently and within the framework of an integrated development program and team-oriented environment.
- Self-starter with the ability to adjust to changing priorities and meet deadlines.
- Experience working in a fast-paced environment and the ability to respond effectively to high-pressure situations.
- Willingness to work beyond the normal office hours of 8:00 am – 4:30 pm. during busy seasons.
- Ability to work effectively with
a wide range of constituencies in a diverse community.
|Required Experience||• Two to three years of directly related professional experience, preferably in nonprofit prospect research, prospect management, development and/or information management in a higher education environment.
• Experience investigating, researching, analyzing and synthesizing large quantities of information in a concise format.