General Information
| Payroll Title | ANL 3 | Title Code | 007236 | Grade/Step | 09 | Working Title | Senior Prospect Research Analyst |
|---|---|---|---|---|---|---|---|
| Department Name | Development | Supervisor | Nguyen, Hieu T | Department Head | Nguyen, Hieu T |
Special Requirements and Conditions
| Critical Position |
| Valid Driver License |
Level of Supervision Received
| General Direction |
Items Used
| Standard Office Equipment |
Position Purpose
| Working under the direction of the Director, Constituent and Research Development, the Senior Prospect Research Analyst supports the Development program by performing research functions in support of the Development staff's efforts to manage, identify, cultivate, solicit, and steward major gift prospects. |
Essential Functions
| Essential Function | % Time |
|---|---|
| Research/Analysis/Evaluation | 30 |
| Analyze and assess information from local, national, and international print and online resources; subscription services; financial and philanthropy reports; references (both printed and electronic); other Internet resources; and University files. Utilize quantitative criteria, including income, assets, liabilities, and giving patterns to evaluate each identified prospect's potential and propensity to give. Identify, obtain, and interpret detailed financial and legal disclosures including corporate reports (10K, proxy statements), foundation tax reports (IRS 990-PF), and state, county, and court documents (corporate records, assessment records, probate cases). Accessing complex state-of-the-art database services (WealthEngine, Lexis-Nexis, etc.), design effective search strategies based on variable database-specific search protocols to identify corporate, foundation, and individual major gift prospects. Employ data mining techniques to further efforts to identify the best major gift partners, target the best donors, and achieve the best return-on-investment. |
|
| Prospect Management | 30 |
| Work with development staff to maintain the prospect management system. Proactively audit data and work with development staff to ensure correct entry. |
|
| Writing and Consultation | 20 |
| As a result of research and analysis, write documents (profiles, bios and project summaries) using style, grammar, and content appropriate to the specific audience. Interpret and translate complex financial, legal and corporate language into easily comprehensible terms while adhering to University standards of discretion and confidentiality. Extract and communicate key information which directs the cultivation and solicitation strategy. Append prospect knowledge gleaned through research and analysis (e.g., ratings, interests, and relationships) appropriately to the Advancement database so that it is accessible to campus-wide fundraising staff to be used to develop future cultivation strategies. As a liaison to a portfolio of development directors, consult with a diverse system of contacts on matters related to prospect identification and research analysis that are used to form prospect cultivation and solicitation strategies. |
|
| Major Gift Prospect Identification | 20 |
| Identify sources of major gift ($25,000+) private support for fundraising initiatives. Recommend strategies for cultivation and solicitation of major gifts. Advise development officers of interdisciplinary campus relationships, interests, capacity and other areas which influence or impact cultivation and solicitation strategies. Serve as a member of Prospect Meetings as required. |
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Minimum Requirements
| Minimum Requirement | Display Ranking |
|---|---|
| 1 | |
| Three to five years of experience in prospect research, development, library research or related field preferably in an academic environment. Bachelor's degree or an equivalent combination of education and experience. | |
| 2 | |
| General fundraising skills, including proficiency at supporting and participating in prospect management. | |
| 3 | |
| Skill in analyzing and organizing information to identify philanthropic patterns, tendencies, and relationships among individuals, corporations, and foundations. |
|
| 4 | |
| Demonstrated ability to conceptualize and develop proactive prospecting methodologies to support organization goals; identify prospects (through constituent list segmentation, push technology, electronic database screening, and peer/constituency screening and rating); and understand wealth indicators, including income (estimated or public) and assets. | |
| 5 | |
| Excellent customer service skills. | |
| 6 | |
| Exceptional writing and oral communication skills. Demonstrated skill in writing and editing logical, detailed, and analytical reports that support planning and decision making. Ability to prepare information in appropriate form for different audiences. |
|
| 7 | |
| Knowledge of relational database systems and the types of data necessary to support constituent relations. Strong computer skills using Excel, MS Word, and the Web. |
|
| 8 | |
| Demonstrated experience working with a culturally diverse workforce and constituency. Ability to work in a team environment. |
|
| 9 | |
| Demonstrated ability to work independently, prioritize work and independently manage multiple, diverse and competing priorities while meeting deadlines; plan and develop meaningful objectives; and integrate the work of prospect research into overall advancement office goals. Strong problem solving skills and demonstrated ability to work under pressure. |
|
| 10 | |
| Ability to maintain confidentiality and work with sensitive information. |
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Preferred Qualifications
| Preferred Qualification | Display Ranking |
|---|---|
| 1 | |
|
Education and experience equivalent to a Master's degree. |
|
| 2 | |
|
Knowledge of philosophical and practical aspects of institutional advancement research methods. |
|
| 3 | |
|
Advanced analytical skills and ability to interpret/analyze complex financial and legal disclosures, technical and trade documents, including court and tax records, annual reports, SEC filings, and real property files. |
|
| 4 | |
|
Demonstrated skill in utilizing multiple electronic resources such as Lexis/Nexis, Dialog, and Dun and Bradstreet to locate and compile business and biographic information. |
|
| 5 | |
|
Raiser's Edge experience. |
|
| 6 | |
|
Knowledge of data mining techniques. |
|
| 7 | |
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Knowledge of current trends within philanthropy and higher education. |
|
| Posted Position Purpose |
|---|
| Working under the direction of the Director, Constituent and Research Development, the Senior Prospect Research Analyst supports the Development program by performing research functions in support of the Development staff's efforts to manage, identify, cultivate, solicit, and steward major gift prospects.
The UCR Office of Development is a proud partner with the thousands of alumni, parents and friends who have chosen to take a key role in shaping the face and future of this rapidly growing campus. The generosity of our donors not only enhances the quality of the UCR educational experience, it helps countless young people attain the skills and knowledge they need to succeed and lead in the 21st century.
University Advancement: (http://advancement.ucr.edu). Under the leadership of Vice Chancellor Peter A. Hayashida, the UC Riverside University Advancement team: Raises public awareness of UCR's excellence in research, teaching and service; Encourages, promotes, and secures public and private resources to support: Recruitment and retention of world-class faculty; High-quality education for the best and brightest students who are reflective of California's diverse population; Leading-edge facilities and equipment necessary for inquiry and the creation of knowledge for the 21st century and beyond.
About UCR: The University of California, Riverside (www.ucr.edu) is a doctoral research university, a living laboratory for groundbreaking exploration of issues critical to Inland Southern California, the state and communities around the world. Reflecting California's diverse culture, UCR's enrollment has exceeded 21,000 students. The campus opened a medical school in 2013 and has reached the heart of the Coachella Valley by way of the UCR Palm Desert Center. The campus has an annual statewide economic impact of more than $1 billion. UCR is the most diverse campus in the prestigious 10 campus UC system and it is the eighth most diverse university in the nation. Recently named a "Next Generation University", UCR has earned a national reputation for excellence in research, teaching and service. For the second consecutive year, UCR has been recognized by The Princeton Review as one of the top green colleges in North America and for (2013) the Washington Monthly magazine ranked the University of California, Riverside second among national universities in their ninth-annual College Ranking Survey. Measures of social mobility, including enrollment of low-income students, net price and having a better-than-predicted graduation rate, helped propel UCR to the No. 2 overall ranking with an overall score of 93.5 out of a possible 100 points. |
| Posted Minimum Requirements |
| -Three to five years of experience in prospect research, development, library research or related field preferably in an academic environment. Bachelor's degree or an equivalent combination of education and experience. -General fundraising skills including proficiency at supporting and participating in prospect management. -Skill in organizing information to identify philanthropic patterns, tendencies, and relationships among individuals, corporations, and foundations. -Demonstrated ability to conceptualize and develop proactive prospecting methodologies to support organization goals; identify prospects (through constituent list segmentation, push technology, electronic database screening, and peer/constituency screening and rating); and understand wealth indicators, including income (estimated or public) and assets. -Excellent customer service skills. -Exceptional writing and oral communication skills. Demonstrated skill in writing and editing logical, detailed, and analytical reports that support planning and decision making. Ability to prepare information in appropriate form for different audiences. -Knowledge of relational database systems and the types of data necessary to support constituent relations. Strong computer skills using Excel, MS Word, and the Web. -Demonstrated experience working with a culturally diverse workforce and constituency. Ability to work in a team environment. -Demonstrated ability to work independently, prioritize work and independently manage multiple, diverse and competing priorities while meeting deadlines; plan and develop meaningful objectives; and integrate the work of prospect research into overall advancement office goals. Strong problem solving skills and demonstrated ability to work under pressure. -Ability to maintain confidentiality and work with sensitive information |
| Posted Preferred Qualifications |
| -Education and experience equivalent to a Master's degree. -Knowledge of philosophical and practical aspects of institutional advancement research methods. -Advanced analytical skills and ability to interpret/analyze complex financial and legal disclosures, technical and trade documents, including court and tax records, annual reports, SEC filings, and real property files. -Demonstrated skill in utilizing multiple electronic resources such as Lexis/Nexis, Dialog, and Dun and Bradstreet to locate and compile business and biographic information. -Raiser's Edge experience. -Knowledge of data mining techniques. -Knowledge of current trends within philanthropy and higher education. |