Prospect Research Analyst

Location
Oregon, United States
Salary
Salary Not specified
Posted
May 06, 2021
Employment Level
Administrative
Employment Type
Full Time


Prospect Research Analyst

Posting Number: R0003565
Location: Salem Campus

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Instructions for Applicants:

Please read the following carefully before beginning the online application process.

To be considered for employment at Willamette University, please complete our online employment application. Your application and all required attachments -- listed at the bottom of the page -- must be submitted for each individual job post that you are interested in applying for. If there is an application deadline, please ensure that your application is submitted by the deadline. Once you submit your application you will not be able to edit your application.

Position Summary:
The Analyst conducts prospect research, prospect management, and data analysis activities at the direction of the department director. The prospect research program includes the qualification and identification of prospects at all level, with a focus on major gift prospects and above.

The prospect management program focuses on the implementation of policies and procedures for prospect tracking and management that support a fully integrated system of fund raising. The data management and analysis program focuses on the compilation, analysis, and presentation of data about the prospect pool and fund raising at Willamette to inform and support strategic planning at the individual, department, and division level.

Justification Statement
This position is responsible to proactively and reactively conduct prospect research, rate prospects, maintain prospect information in Raiser's Edge, and facilitates prospect management.

Reasonable Accommodations Statement
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
JOB DESCRIPTION:

Ethics and Data Stewardship
  • Adhere to the ethical guidelines set forth in the APRA Ethics Statement and Willamette University policies on privacy and data usage
  • Carefully review every resource utilized to ensure that measures are being taken to use only appropriate data for all research and prospect management activity
  • Stay abreast of privacy issues as they relate to research in advancement


Prospect Research

Demonstrate:
  • A knowledge of donor types and gift vehicles (outright and planned)
  • An understanding of the volunteer and donor development continuum's and the role of prospect research at each stage of the continuum
  • A mastery of Willamette's alumni database (Raiser's Edge and NXT) for information storage, retrieval, and basic queries
  • Proficiency in recognizing wealth indicators (locating relevant information from text, electronic, and Human Resources) and translating wealth indicators into capacity ratings
  • Mastery of search techniques on a variety of databases and search engines
  • The ability to present summary and analysis of Prospect research results in written and oral form
  • The ability to implement and manage research alerts and,
  • A mastery of department standard formats for information storage and delivery
  • An understanding of campaign cycles and the role of information at each stage of the campaign
  • The ability to identify and evaluate prospect research resources for effectiveness
  • The ability to train others on prospect research & management components of the alumni database


Prospect Management
  • The ability to gather data from the alumni database or other sources and to represent that data graphically and explain it in writing or orally
  • An understanding of prospect management principles and a mastery of the Willamette prospect management policy


Partner Relationships and Communication
  • Maintain a commitment to high quality research products and excellent relationship management with key division and campus partners
  • Serve as an ambassador for the Prospect Development team and consistently demonstrate an understanding of the connection between the work of prospect development and the mission of the Advancement division and the University
  • Demonstrate creativity in problem solving
  • Demonstrate reliability and dependability by meeting deadlines, participating actively in team and division meetings
  • Participate in campus events, including Reunion and Homecoming, when requested
  • Demonstrate the ability to present new information in informal and formal settings for maximum understanding and learning


MINIMUM QUALIFICATIONS:

Any combination of education, training, and experience that provides the required knowledge, skills, and abilities to perform the essential functions of the position.

  • Proficiency with standard research tools including fundraising databases, wealth screening vendors and on-line services
  • Demonstrated knowledge of effective strategies for working with and serving diverse staff, faculty, and external constituents
  • Excellent attention to detail, organization, and project management skills
  • Excellent oral and written communication skills, and interpersonal / relationship management skills
  • A commitment to higher education and philanthropy
  • Experience in higher education fundraising and/or higher education administration preferred
  • Knowledge of modern data management practices and techniques preferred
  • Computer Skills: Proficiency with Microsoft Office Suite and the ability to learn and adapt quickly to new software
  • Experience with relational databases, Raiser's Edge / NXT preferred
  • Applicants should have a thorough understanding of Willamette and of the value of a private liberal arts education. A strong candidate will have excellent interpersonal and communication skills and an exceptional ability to analyze data. Strong initiative, creativity, high energy-level, and demonstrated ability to lead and motivate people are essential.
  • Thorough knowledge of general office practices and procedures.
  • Able to maintain confidential information, navigate relationships with finesse, and work to the highest ethical standards as outlined by the Council for Advancement and Support of Education (CASE)
  • Attendance and punctuality, sense of humor, and a positive team-oriented attitude are highly valued.
  • Ability to work occasional evenings and weekends for signature events and activities including Alumni Reunion Weekend.


  • Past experience in a higher education or complex non-profit setting preferred.
  • Experience working in a performance-based environment with tracking of performance metrics preferred.


TYPICAL WORK SCHEDULE:

Business hours are Monday to Friday from 8 a.m. to 5 p.m. Typical work schedule is flexible once a pattern of performance is established.

PHYSICAL DEMANDS & WORKING CONDITIONS:

Typical work is performed indoors in a normal work environment. This role will be on site at Willamette University in Salem, OR with the occasional opportunity to work remotely.

SALARY RANGE: $43,000 - $47,610

Advancement Diversity, Equity, and Inclusion Statement:

Advancement is committed to fostering an equitable and inclusive work environment that values diversity. We engage and work with our constituents, our potential employees, and our colleagues in an inclusive and respectful manner to cultivate and support a diverse community. We work hard to ensure that our organizational culture affirms the value of each member and acknowledges the differences in our lived realities through ongoing learning and change.

Applications will be reviewed on a rolling basis as received until the position is filled.

All University positions require that candidates submit to a criminal conviction record check prior to hire. Conviction does not automatically preclude candidates from being hired. Nature of conviction will be considered relative to the duties of the position.

You will need to upload the following two documents as part of your application materials in the "My Experience" section labeled Resume:
  • Cover letter addressing the required/desired qualifications and presenting any other applicant characteristics which deserve emphasis
  • Current Resume


‚ÄčIncomplete applications will not be considered. A cover letter is required for consideration.



Apply online at https://willamette.wd1.myworkdayjobs.com/en-US/willametteuniversityjobs/job/Salem-Campus/Prospect-Research-Analyst_R0003565

Believing that diversity contributes to academic excellence and to rich and rewarding communities, WU is committed to recruiting and retaining a diverse faculty, staff and student body. We seek candidates, particularly those from historically under-represented groups, whose work furthers diversity and who bring to campus varied experiences, perspectives and backgrounds.

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