Prospect Research Analyst II

ULSA University of Louisville; Fort Worth (TX); On-site; USD 60,000 - 76,000; Full time

Job summary

The University of Louisville is seeking a Prospect Research Analyst II to provide full-scale prospect development across the fundraising life cycle at Belknap Campus.

You will identify qualified donors, analyze biographical and financial data, forecast wealth estimates, and advise fundraising teams on portfolio strategy.

The role requires collaboration with leadership and front-line fundraisers, independent research, and a master’s degree is preferred.

Qualifications

• Advanced degree (particularly a master’s degree) in a related field.
• Knowledge of current trends in philanthropy and fundraising principles.
• Experience (typically 2–4 years) in prospect/development research or related environment.
• Experience (typically 2–4 years) with web-based research databases and techniques.
• Experience (typically 2–4 years) using relational databases.

Responsibilities

• Utilizes advanced research and analytical methodologies to identify, qualify, and rank a pool of prospective donors.
• Collects, synthesizes, analyzes, and interprets data to produce briefings and reports with wealth estimates.
• Advises fundraising officers on portfolio management and stewardship.
• Reviews prospects with senior leadership and frontline fundraisers.
• Develops strategies related to fundraising readiness.
• Collaborates with campus partners on portfolio development and research methods.

Skills

Prospect research

Portfolio management

Data analysis

Forecasting

Confidentiality

Education

Master's degree

Job description

Location: Belknap Campus

Time Type: Full time

Worker Type: Regular

Position Description

The University of Louisville is seeking to hire a Prospect Research Analyst II. The Prospect Research Analyst provides full-scale prospect development services throughout the prospect life cycle. Using the account management model, the Prospect Research Analyst manages several fundraising teams and individual fundraisers, as assigned. The assigned unit can change as needs arise. The Prospect Research Analyst collaborates with leadership, front-line development officers, and volunteers on pipeline management and activity, works independently on research and prospect identification projects, and collaborates on other prospect-related projects.

Philanthropy & Alumni Engagement encourages candidates to apply who have demonstrated the capacity to create supportive work environments, collaborate effectively on teams, and serve the students we admit and aim to attract.

Duties & Responsibilities

• Utilizes advanced research and analytical methodologies to identify, qualify, and rank a viable pool of highly qualified prospective donors and volunteers in support of the University’s strategic fundraising activities, including the annual, planned, major, and leadership gifts fundraising programs, and provides a recommended course of action.
• Collects, synthesizes, analyzes, and interprets biographical and financial data to produce briefings and reports that inform decision-making; these reports include calculated wealth estimates and capacity ratings (via forecasting and formulaic estimates) that indicate the ability and propensity of individuals, corporations, and foundations to make philanthropic contributions to and serve in volunteer capacities for the university.
• Advises central development and constituent gift officers on comprehensive portfolio management and routinely reviews fundraising benchmarks with emphasis on strategic movement of prospects through the fundraising cycle (e.g., cultivation, solicitation, and stewardship).
• Reviews prospects with senior leadership and front-line fundraisers.
• Develop strategies related to fundraising readiness.
• Develops and executes proactive alert strategies for a core group of prospects and maintains an active awareness of the important news and events involving them.
• Collaborates and consults with campus contacts, including fundraisers, fundraising leadership, and other campus partners, on matters related to portfolio development, solicitation strategy formulation, and information gathering through peer screenings.
• Provides consultative services and orientation sessions on research methodologies and resources to fundraisers, faculty, and other key campus partners involved in fundraising.

Preferred Qualifications

• Advanced degree (particularly a master’s degree) in a related field.
• Knowledge and understanding of current trends in philanthropy as well as fundraising principles.
• Experience (typically 2-4 years) in prospect/development research, prospect management/tracking within an academic, nonprofit, corporate, or consulting environment.
• Experience (typically 2-4 years) with web-based and online research databases and techniques.
• Experience (typically 2-4 years) using relational databases.
• Knowledge and understanding of the principles of fundraising.

Competencies

• Understanding of business intelligence concepts.
• Analytical – strong analytical acumen required to retrieve, analyze, and interpret financial information and manage data.
• Technical – knowledge of a broad range of research techniques, web-based research, as well as database operation and usage.
• Logical thinking and Intellectual Curiosity.
• Organized – strong organizational skills with the proven ability to adapt to shifting priorities and manage multiple projects in a fast-paced, deadline-driven environment.
• Oral and written communication – the ability to translate analysis into an accessible format when interacting with nontechnical audiences.
• Project Management – demonstrated ability to exercise independent initiative, sound judgment, and work under minimal supervision, and maintain strict confidentiality; handle sensitive information and material in a discretionary manner.

Benefits

The University of Louisville has an exceptional benefits package; to learn more about our benefits please visit here Compensation will be commensurate to candidate experience.

Equal Employment Opportunity

The University of Louisville is an Equal Employment Opportunity employer. The University strives to provide equal employment opportunity on the basis of merit and without unlawful discrimination on the basis of race, sex, age, color, national origin, ethnicity, creed, religion, disability, genetic information, sexual orientation, gender, gender identity or expression, veteran status, marital status, or pregnancy. In accordance with the Rehabilitation Act of 1973 and the Vietnam Era Veteran Readjustment Act of 1974, the University prohibits job discrimination of individuals with disabilities, Vietnam era veterans, qualified special disabled veterans, recently separated veterans, and other protected veterans. The University acknowledges its obligations to ensure affirmative steps are taken to ensure equal employment opportunities for all employees and applicants for employment. It is the policy of the University that no employee or applicant for employment be subject to unlawful discrimination in terms of recruitment, hiring, promotion, contract, contract renewal, tenure, compensation, benefits, and/or working conditions. No employee or applicant for employment is required to endorse or condemn a specific ideology, political viewpoint, or social viewpoint to be eligible for hiring, contract renewal, tenure, or promotion. Consistent with applicable law, demographic information is collected for aggregate reporting requirements. Demographic information provided through this application is not available to hiring managers/committees and is not considered in hiring or employment decisions.

Assistance and Accommodations

Computers are available for application submission at the Human Resources Department located at 2315 South First Street Walk, Room 02C - Louisville, Kentucky 40292. If you require assistance or accommodation with our online application process, please contact us by email at [e-mail] or by phone [phone].

Employer Commitment

The University of Louisville is committed to being a great place to work, learn and invest. It is a place where you will thrive in a community of inclusivity, cultivate your innovative power and work where you’ll discover your purpose. Join the Cardinal Family today. Learn more about the University at our About Us page.