Associate Director of Research and Prospect Management

Associate Director of Research and Prospect Management

Job Category: Staff
Division: University Relations
Department: Development
Opened Date:
Classification: AF
Hours:
Benefits:

Summary:
The Associate Director of Research & Prospect Management serves as the lead researcher and prospect identifier for University Relations and manages all work related to research and prospect management. This position actively supports the University's fundraising efforts by working closely with University Relations personnel to track movement though the donor cycle, analyze moves management and key fundraising metrics, and develops tools to make data visible. This position is responsible for the identification and collection of information relevant to developing long-term philanthropic relations with alumni, parents, and friends of the University.

The University of Portland is a thriving community of more than 4,000 students who come from around the nation and the world, as well as over 1,000 faculty and staff. The University is located on a bluff in a residential neighborhood overlooking the Willamette River and the beautiful, dynamic City of Portland. Since its inception in 1901, the University has been guided by the Congregation of Holy Cross, a Catholic religious congregation of priests and brothers. Through its mission of teaching and learning, faith and formation, and service and leadership, UP prepares people who respond to the needs of the world and its human family.

The University of Portland is an equal opportunity employer dedicated to achieving a diverse faculty and staff. The University of Portland does not discriminate in its educational programs, admissions policies, scholarship and loan programs, athletic and other school-administered programs, or employment on the basis of race, color, national or ethnic origin, sex, disability, age, sexual orientation, or any other basis protected by and consistent with the law. The University expressly reserves its rights and obligations to maintain its commitment to its Catholic identity and the doctrines of the Catholic Church.

We offer our employees a competitive benefits package which includes:

Comprehensive, affordable medical and dental insurance plans for you and your dependents which include vision and alternative care options

403(b) retirement plan which includes employer contribution after two years of full-time service

Tuition Remission for employees after 90 days of full-time service; spouses and dependents eligible after two years of full-time service

13 Paid Holidays in 2022 calendar year along with a 10-day vacation accrual upon hire

Home Loan Benefit Program

Access to Beauchamp Recreational & Wellness Fitness Center and Clark Library at no cost

Discounts across University of Portland campus including Bookstore, Athletics events, Outdoor Pursuits/Bike Shop and Performing & Fine Art productions

This is a full-time, exempt position with benefits. Link to the full job description is available here: https://bit.ly/3fub3SH


Responsibilities:

Take a leadership role in the design, implementation, and maintenance of the prospect management system in order to identify, evaluate, categorize, and report on the progress of major gift prospects. Additionally, design, develop, implement, and coordinate the methodologies for prospect management and criteria for analysis and review, procedures for written materials, and systems for distribution and retrieval as well as prospect pool analysis and data analytics.

Proactively identify prospects through daily review of daily donor reports and news alerts, share relevant information with colleagues, and update constituent records.

Assist in the planning, coordination, and execution of principal and leadership gift level approaches to key individuals, corporations, foundations, and other organizations.

Conduct market, prospect, and donor research; analyze and summarize qualitative and quantitative data; prepare detailed reports on individuals and others identified as prospects; may recommend strategies to specific segments or departments; may prepare presentations to summarize findings.

Compose individualized reports, briefs, and other documents (profiles, biographies, project summaries) using style, grammar, and content appropriate to specific audiences.

Maintain frequent contact with University leaders, fundraisers, and department leadership, and routinely meet with these areas/colleagues to discuss prospects, projects, state of portfolios, review activity metrics, and ensure that donor cycle stage progression is being appropriately recorded.

Ensure all biographical (family, employment, address and telephone append/updates) and prospect tracking information for our constituents (alumni, parents, friends, corporations, foundations, and other organizations) is recorded in the database in a timely, consistent, and reportable format.

Develop and maintain University's system for tracking prospect activity/information; provide historical records of prospect/donor relationship with the institution and other philanthropic organizations.

In concert with the relevant leadership and colleagues, develop and implement policies, procedures, processes, standards, templates, systems, methods, and rating formulas relevant to prospect and development research.

Act as the University's expert regarding prospect tracking in areas of applications and databases as well as prospect management policies.

Take a leadership role in the design, modification, and testing of report and dashboard templates to track prospect management work related to portfolio composition, prospect activity tracking, stage-aging, and proposal review.

Act as lead with database mapping and donor coding projects and fields that affect University Relations.

May communicate and educate fundraisers and research team about trends in industry and philanthropy and in sources of wealth.

May supervise, train, coach, and review the work of other staff or student employees as assigned.

Other duties as relevant to the duties of the position or as assigned by supervisor or designee.

Please note that the above list of duties is not comprehensive but generally demonstrates the types of matters under this position’s purview and responsibility.


Requirements:
Education and Experience

Required: Associate's degree, bachelor's degree preferred.

Required: 4+ years of experience in fundraising or a similar experience in the corporate or business sector.

Required: Experience using electronic, print, and informal prospect research tools.

Preferred: Experience with iWave, Raiser’s Edge RENXT, Argos, and Tableau.

Or a combination of equivalent education and/or experience.

Knowledge, Skills and Abilities

Excellent ability to conduct research, generally in electronic format.

Excellent project management skills. Proven success in following through with and completing projects, including multiple projects being worked on at the same time.

Excellent verbal and written communication skills. Strong writing, editing, and proofreading skills.

Strong orientation towards taking initiative and ownership of projects and assignments and being proactive with projects, assignments, quality, professional development, and process improvements.

Ability to prioritize, multitask, be flexible with changing circumstances, and meet deadlines.

Excellent organizational skills and attention to detail.

Excellent analytical, critical thinking, and problem-solving skills.

Excellent ability to routinely and independently exercise sound judgment in making decisions.

Ability to maintain and promote confidentiality of information and effectively handle highly sensitive and confidential information with sound judgment, tact, and discretion. Strong ability practice a high level of data privacy.

Excellent customer service, interpersonal skills, and diplomatic ability.

Ability to work independently, to effectively receive supervisory input and directions, and to effectively work as part of and contribute to a team.

Competence with and commitment to diversity and inclusion; ability to be an effective partner with diverse students, faculty, and staff.

Ability to establish effective working relationships, professional rapport, and effectively accomplish work within a University setting that includes a wide array of individuals, groups, policies, and processes.

Excellent ability to quickly learn and use computer information systems and database software. Effective ability to use and learn computers, technology, software, and applications at level of sophistication required for the duties of the position, including, without limitation, Microsoft Office (Outlook, Word, Excel, and PowerPoint), the internet, and computerized maintenance management systems.*

*All University of Portland positions require the ability to quickly learn and use new technologies, software, and applications in depth and at level of proficiency required for duties of the position. In most situations, the necessity of learning, using, and supporting new technologies, software, and/or applications does not change a job description nor make the position one that involves higher level duties.

Application Instructions:

Click the apply to job button. You will be directed to create a free account and begin your application.

A cover letter, resume, list of references, and response to a supplemental question are required. In your cover letter please respond to the following questions:

Why are you interested in this position at the University of Portland?

What are your areas of work-related strength and what areas would you like to grow?

Supplemental Question:

If you were selected for this position, how would you use your skills and experience to contribute to supporting diversity, equity, and inclusion in this position at the University of Portland?

The University of Portland has a COVID-19 vaccination requirement that will apply to all university employees. To learn more about COVID policies and guidelines for University of Portland employees, please visit: https://www.up.edu/pilotsprevent/vaccinations/vaccination-policy.html.

For those requiring a reasonable accommodation to apply: Applicants who have a disability and would like to request a reasonable accommodation regarding the application or hiring process should contact Human Resources at (503) 943-8484 or recruitment@up.edu.


Required Documents: Cover Letter, References, Resume, Supplemental Questions

To apply, visit https://up.hiretouch.com/job-details?jobID=78601&job=associate-director-of-research-and-prospect-management

Founded in 1901, the University of Portland is a private, comprehensive, Catholic university with a mission of teaching and learning, faith and formation, service and leadership. The University of Portland is an equal opportunity employer fully dedicated to achieving a diverse faculty and staff. The University of Portland does not discriminate in its educational programs, admissions policies, scholarship and loan programs, athletic and other school-administered programs, or employment on the basis of race, color, national or ethnic origin, sex, disability, age, sexual orientation, or any other basis protected by and consistent with the law. The University expressly reserves its rights and obligations to maintain its commitment to its Catholic identity and the doctrines of the Catholic Church.





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