Prospect Management Analyst, I

Duke Alumni Engagement and Development; Durham (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Duke Alumni Engagement and Development is seeking a Prospect Management Analyst to collect, analyze, and document data on prospective donors. You will partner with fundraisers university-wide to move prospects through the solicitation cycle and report to the Associate Director of Prospect Management.

You will support strategy development with data, assist in coordinating prospect management activities, and help implement metrics and tools across the organization.

Qualifications

• Education/Training: Bachelor's degree.
• Experience: ~1 year in development research or related field; research methodology experience preferred.
• Equivalency: Any other equivalent combination of relevant education and/or experience.

Responsibilities

• Process prospect management department requests (individual, bulk, inquiries, data corrections, board clearances).
• Produce reports, pyramids, and gift tables; develop strategies to grow the managed prospect pool University-wide.
• Use segmentation tools to explain activity, strategy, and assignment recommendations.
• Assist in prospect strategy meetings, providing data to influence next steps and outcomes.
• Assist implementation and maintenance of a comprehensive prospect management program for transparency and coordination.
• Support development of metrics, system modifications, and tools to support prospect management.

Skills

Communication skills

Excel

Tableau

SQL

Independent judgment

Data confidentiality

Microsoft Office

Analytical skills

Interpersonal skills

Development research

Prospect management

Education

Bachelor's degree

Job description

The Prospect Management Analyst in Prospect Development will perform a variety of duties involving the collection, analysis, and documentation of data on prospective donors. The Prospect Management Analyst will partner with fundraisers from across the university to ensure prospective donors are effectively moving through the solicitation cycle. This position reports to the Associate Director of Prospect Management.

Prospect Management

• Process prospect management department requests, including but not limited to: individual and bulk prospect team requests, prospect management inquiries, data corrections, and board clearances.
• Drive strategies to grow the size and value of the managed prospect pool university-wide through maintenance and analysis of information including producing reports, pyramids, and gift tables and working to develop strategies and solutions that advance programs, services, and offerings.
• Utilize organizational knowledge and constituency data, including prospect segmentation tools, to explain and make recommendations for activity, strategy, and assignment.
• Assist and support prospect strategy meetings providing data to influence or shape successful strategy, next steps, and outcomes. Demonstrate ability to adapt and customize prospect strategy management, tracking, and reporting for various prospect segments (annual gift prospects, major gift prospects, and principal gift prospects).
• Assist in implementation, training, and maintaining a comprehensive prospect management program that provides organization wide transparency, consistency, coordination and collaboration of fundraiser engagement and solicitation activities.
• Provide support in the development and implementation of metrics, system modifications and tools to support prospect management efforts across the organization.

Relationship Management

• Assist in building mutually respectful relationships with stakeholders that result in community standard socialization, partnership, and best outcomes.
• Assist in conversations on all aspects of Prospect Management including portfolio optimization, system training, and process change management.
• Assist in identifying community needs and opportunities for improvement. Listen, translate, and act on recommendations from leadership.
• Assist in implementing best practices for distributing information to a complex decentralized network of interested parties.
• Facilitate conversations regarding size, balance, value, and yield to measure portfolio and pool performance. Assist fundraising managers with portfolio management across fundraising teams using existing resources and best practices. Plan and lead portfolio management/moves management, strategy, and optimization meetings with fundraisers.
• Promote policies, processes, projects, and strategies that drive effective donor solicitation and relationship development.

The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description

Required Qualifications

Education/Training - Work requires the skills and knowledge normally acquired through completion of a Bachelor's degree.

Experience - Work generally requires one year of experience in development research or a related field. Work experience in research methodology strongly preferred.

OR ANY OTHER EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE.

Preferred Skills

• Well-developed written and oral communication skills with the ability to synthesize and accurately present relevant information.
• Mastery of Microsoft Excel. Basic proficiency with standard analytic tools including Tableau and/or SQL.
• Ability to apply independent judgment and initiative. Must be able to share success and integrate ideas.
• Strong commitment to maintaining the integrity and confidentiality of development data.

Preferred Experience

• A minimum of one year of related experience – preference for prospect development or institutions of higher education experience.
• Prior experience with university constituent database systems preferred.

Skills

• Knowledge of Microsoft suite products and internet search capability.
• Strong analytical skills; Strong interpersonal skills.
• Knowledge and familiarity with development, research and prospect management practices.
• Ability to handle multiple priorities with attention to detail and timeliness.