Location: Saratoga Springs, NY
Category: Professional
Posted On: Tue May 9 2023
Job Description:
Empire State University Office for Advancement seeks a Prospect Research Analyst (State Title: Staff Assistant) to be responsible for all aspects of prospect research and management, including the identification, analysis, and pipeline management of potential donors to the SUNY Empire State Foundation. The primary responsibilities are to identify and research individual, corporation, and foundation prospects, build prospect pools for identified priorities and assist in the proper management of prospect portfolios for development staff.
Responsibilities:
- Conduct proactive and reactive comprehensive biographical, financial, and informational research on current individual, corporation, and foundation prospects.
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Using electronic screening results, data mining and modeling techniques, develop and implement proactive research strategies to identify new prospects for major giving, planned giving, and leadership annual giving.
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Compose confidential, in-depth profiles on specific individuals, corporations and foundations regarding financial assets, potential for philanthropic support, areas of interest and organization affiliations.
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Support the development of well-prioritized and high-quality prospect pools for development staff; create and maintain comprehensive regional and initiative suspect files.
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Manage multiple priorities of qualifying information from prospect screening programs, monitoring daily gift reports and other sources to identify new prospects, and by responding to internal prospect research requests.
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Collaborate with colleagues in developing and monitoring corporation and foundation funding priorities and proactively scanning the landscape to help identify potential partners and supporters.
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Utilize the alumni and donor development system (Ellucian's CRM Advance) and a prospect screening database (Blackbaud's ResearchPoint), to record staff assignments, prospect statuses and stages, research data, and completed research projects.
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Serve as prospect manager by providing oversight and support for the management of prospects assigned to development staff through the identification, qualification, cultivation, solicitation, and stewardship cycle.
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Assist development staff in maintaining best practices in prospect management through periodic portfolio review sessions; convene and run the monthly prospect review meetings.
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Help maintain guidelines, procedures and reporting functions for the prospect research and management program.
Job Requirements:
Required Qualifications:
- Bachelor's Degree
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Two or more years of related experience in prospect research, fundraising or advancement operations.
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Demonstrated knowledge of tools and techniques for collecting, analyzing, and presenting data.
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Well-developed writing and research skills with the ability to prepare clear, concise reports with attention to accuracy and detail.
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Proficiency with Microsoft Office suite, experience with development database systems and web-based applications.
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Commitment to ethical research practices, and ability to maintain strict confidentiality and handle sensitive information and material in a discrete manner.
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A self-starter with exceptional organizational skills who can work both independently and in teams, to think strategically, anticipate needs and show initiative in managing and promoting new projects.
Preferred Qualifications:
- Experience in prospect research, prospect development, prospect management and proactive prospecting methodologies.
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Professional experience working in a higher education institution or nonprofit organization setting.
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Experience working with wealth screening data and reporting tools.
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Direct experience with Ellucian's Advancement solutions and/or Blackbaud's ResearchPoint.
Special Information:
- VISA sponsorship is not available for this position.
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This position will be located in Saratoga Springs, NY.
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SUNY Empire provides employees with a flexible work environment with a part-time telecommuting option per the current SUNY Telecommuting Policy which has been extended to June 30, 2023.
Additional Information:
Rank/Salary: SL2/ $50,000
Empire State University is an EOE employer.
We are pleased to offer our employees an excellent benefit package which includes; NYS health insurance, free dental and vision, competitive retirement options, and generous vacation, sick and holiday accruals; and a strong emphasis on work-life balance. We also offer professional-development activities for professionals and support staff.
IF YOU NEED A DISABILITY-RELATED ACCOMMODATION, PLEASE CALL THE ADA COORDINATOR AT (518) 587-2100, ext. 2240. IN ACCORDANCE WITH THE TITLE II CRIME AWARENESS AND SECURITY ACT, A COPY OF OUR CRIME STATISTICS IS AVAILABLE UPON REQUEST BY CALLING (518) 587-2100, ext. 2800. IT CAN ALSO BE VIEWED ON-LINE AT THE SAFETY AND SECURITY WEBSITE AT www.sunyempire.edu/safety-security.