Prospect Management Analyst I

Duke Clinical Research Institute; Durham (NC); On-site; USD 61,000 - 88,000; Full time

Job summary

Duke University invites applications for the Prospect Management Analyst in Prospect Development. The role partners with fundraisers across the university to analyze data on prospective donors and move them through the solicitation cycle under the Associate Director.

Responsibilities include processing requests, producing reports and gift tables, supporting portfolio optimization, and helping implement a comprehensive prospect management program across the organization.

Qualifications

• Bachelor's degree required.
• One year of development research experience preferred.
• Experience with research methodology preferred.
• Equivalent combination of education and/or experience may be considered.

Responsibilities

• Process prospect management department requests and inquiries.
• Produce reports, pyramids, and gift tables; analyze data to grow the prospect pool.
• Explain and recommend activity, strategy, and assignments using data.
• Support portfolio optimization, system training, and process changes.

Skills

Analytical skills

Written and verbal communication

Interpersonal skills

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Excel

Tableau

SQL

Job description

Be You.

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.

Be Bold.

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

What You'll Bring

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.

Choose Duke.

At Duke, you'll find more than a job-you'll discover a community dedicated to excellence, innovation, and purpose. You'll have opportunities to collaborate with talented professionals across schools, units, and disciplines while supporting philanthropic efforts that make a global impact.

When you join Duke, you become part of an institution committed to:

• Advancing world-class education, research, and healthcare.
• Fostering an inclusive and collaborative workplace.
• Supporting professional growth and career development.
• Empowering employees to contribute ideas, solve challenges, and create meaningful change.
• Making a lasting difference in the lives of students, patients, faculty, and communities around the world.

Be You. Be Bold. Choose Duke.

Anticipated Pay Range: Duke University provides an annual base salary range for this position as USD $61,026.00 to USD $88,434.00. Duke University considers factors such as (but not limited to) scope and responsibilities of the position; candidate's work experience, education/training, and key skills; internal peer equity; as well as market and organizational considerations when extending an offer.

Your total compensation goes beyond the dollars on your paycheck. Duke provides comprehensive and competitive medical and dental care programs, generous retirement benefits, and a wide array of family-friendly and cultural programs to eligible team members. Learn more at: https://hr.duke.edu/benefits/

Equal Opportunity Employer: Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy- related conditions), sexual orientation, or military status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

Essential Physical Job Functions:

Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and reasonable accommodation(s) can be requested with Duke Access and Accommodations Services (email: [e-mail]; phone: [phone]).