Prospect Research Officer - Development, Hybrid

Boston Medical Center (BMC); Boston (MA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Boston Medical Center (BMC) is seeking a Prospect Research Officer to drive philanthropic revenue by identifying potential supporters and optimizing fundraiser portfolios through data-driven techniques. You will ensure data accuracy in the department CRM and contribute to portfolio strategy under the Director of Prospect Development.

The role involves analyzing wealth indicators, preparing donor profiles, and producing concise research products for individuals, corporations, and foundations

Qualifications

• Bachelor's degree required; 5 years in a development office or similar.
• Experience with data management systems preferred, especially Blackbaud’s Raiser’s Edge, MS Office.
• Experience with analytics and predictive models.
• Must be detail oriented with ability to manage multiple tasks.
• Strong written and verbal communication skills.
• Ability to work with diverse stakeholders and maintain confidentiality per APRA/HIPAA.
• Knowledge of donor research resources (LexisNexis, iWave, Relationship Science, SEC Edgar).

Responsibilities

• Identify individual, corporate and foundation prospects based on analysis of wealth indicators, philanthropy, interests, engagement and connections to BMC.
• Analyze, interpret, and summarize data from a wide range of sources, including financial disclosure documents, to determine potential gift capacity.
• Compose research profiles for individuals, including trustee bios, event bios, and prospect profiles that are carefully proofread and edited for accuracy, completeness, and clarity.
• Create concise, accurate, and timely corporate and foundation research products that include organizational history, financial data, news, philanthropic priorities and potential Boston Medical Center connections.
• Conduct wealth screenings, analysis, and verification of data; review, segment, and analyze large data sets to provide recommendations for portfolios.
• Assist the Director with the prospect management process and participate in portfolio strategy meetings.
• Ensure accurate record keeping in the CRM database.
• Track and disseminate news and information about donors and prospects as well as relevant local and industry news.
• Uphold the ethical and confidentiality guidelines of BMC, HIPAA and APRA.
• Assist with other Development initiatives and projects as needed.

Skills

Detail oriented

Written & verbal communication

Interpersonal skills

Project coordination

Problem solving

Willingness to learn

Research databases

Education

Bachelor's degree

Tools

Raiser’s Edge

MS Office

MS Outlook

iWave

Relationship Science

SEC Edgar

Job description

Position Summary

The Prospect Research Officer will serve as an integral part of the BMC’s Development Department, providing strategy and insight to drive philanthropic revenue. Reporting to the Director of Prospect Development, the Prospect Research Officer will use data-driven techniques to identify potential supporters and optimize fundraiser portfolios. The Prospect Research Officer will be responsible for data accuracy and management in the department database.

The Prospect Research Officer will serve as an integral part of the BMC’s Development Department, providing strategy and insight to drive philanthropic revenue. Reporting to the Director of Prospect Development, the Prospect Research Officer will use data-driven techniques to identify potential supporters and optimize fundraiser portfolios. The Prospect Research Officer will be responsible for data accuracy and management in the department database. This is a unique opportunity to join a growing Office of Development that is driving a bold vision to elevate Boston Medical Center Health System’s philanthropic profile among individual, foundation, and corporate donors in the region and nationally. We are mission driven and passionate, visionary and strategic, nimble and collaborative. Working within our office and across the hospital, we’re nurturing and growing a community of supporters who share BMCHS’s commitment to clinical excellence and inclusive research that combine to serve as a national model for equity in healthcare. Our team works alongside world renowned physicians, scientists, philanthropists, government officials and high-profile community members all striving to make a meaningful impact in our community and beyond. We offer our employees an array of wellbeing services, competitive pay, and a wide range of benefits, including a highly subsidized health care plan for employees and their family members. BMC is proud to be one of Forbes Best Employers for Diversity and Best Employers for Women, and also earned a 4.5-star rating as one of Newsweek’s Greatest Places to Work.

About Boston Medical Center (BMC)

As an employer, Boston Medical Center is one of a kind—delivering the benefits of well-regarded institutions with the innovative spirit found in smaller organizations. BMC is a leading academic medical center with a deep commitment to health equity and a proud history of serving all who come to us for care. BMC provides high-quality healthcare and wrap around support that treats the whole person, extending beyond our physical campus into our vibrant and diverse communities. This ranges from food and transportation all the way to economic mobility initiatives including jobs and financial literacy. The work does not stop there. Behind the scenes, BMC is a proud advocate for social, racial and environmental justice, and engages with the community to create two-way dialogues to best inform our work. BMC is advancing medicine, while training the next generation of healthcare providers and researchers as the primary teaching affiliate of Boston University Chobanian & Avedisian School of Medicine.

Position: Prospect Research Officer

Department: Development Support

Schedule: Full Time (Hybrid)

Essential Responsibilities / Duties

• Identify individual, corporate and foundation prospects based on analysis of wealth indicators, philanthropy, interests, engagement and connections to BMC.
• Analyze, interpret, and summarize data from a wide range of sources, including financial disclosure documents, to determine potential gift capacity.
• Compose research profiles for individuals, including trustee bios, event bios, and prospect profiles that are carefully proofread and edited for accuracy, completeness, and clarity.
• Create concise, accurate, and timely corporate and foundation research products that include organizational history, financial data, news, philanthropic priorities and potential Boston Medical Center connections.
• Conduct wealth screenings, analysis, and verification of data. Review, segment, and analyze large data sets and synthesize information to provide suggestions and recommendations, especially for enhancing portfolios and identification pools.
• Assist the Director with the prospect management process and participate in and support prospect and portfolio strategy meetings.
• Ensure accurate record keeping in the CRM database.
• Track and disseminate news and information about donors and prospects as well relevant local and industry news.
• Uphold the ethical and confidentiality guidelines of BMC, HIPAA and the Association of Professional Researchers for Advancement (APRA).
• Assist with other Development initiatives and projects as needed.

(The above statements in this job description are intended to depict the general nature and level of work assigned to the employee(s) in this job. The above is not intended to represent an exhaustive list of accountable duties and responsibilities required).

Job Requirements

REQUIRED EDUCATION AND EXPERIENCE:

• Bachelor's degree and 5 years’ experience in a development office or similar environment with related experience.

Preferred Education And Experience

• Experience with data management systems strongly preferred, preferably Blackbaud’s Raiser’s Edge software, Microsoft Windows, MS Office (Word and Excel), and MS Outlook
• Experience with analytics and predictive models

KNOWLEDGE, SKILLS & ABILITIES (KSAs)

• Must be extremely detail oriented and able to perform well under pressure while managing multiple tasks/projects effectively and efficiently.
• Superior written and verbal communication skills; must effectively communicate in a highly professional manner.
• Flexibility, excellent interpersonal skills, project coordination experience, and the ability to work well with all levels of internal management and staff, as well as with outside clients and vendors.
• Ability to problem-solve, triage, independently make decisions, and prioritize tasks.
• Desire to learn and implement knowledge across assigned tasks and workflow.
• Familiarity and or/proficiency with Internet search strategies and use of electronic databases and subscription resources preferred such as: Lexis-Nexis for Development Professionals, iWave, Relationship Science, SEC Edgar, etc.

Compensation Range

$89,500.00- $130,000.00

This range offers an estimate based on the minimum job qualifications. However, our approach to determining base pay is comprehensive, and a broad range of factors is considered when making an offer. This includes education, experience, skills, and certifications/licensures as they directly relate to position requirements; as well as business/organizational needs, internal equity, and market-competitiveness. In addition, BMCHS offers generous total compensation that includes, but is not limited to, benefits (medical, dental, vision, pharmacy), discretionary annual bonuses and merit increases, Flexible Spending Accounts, 403(b) savings matches, paid time off, career advancement opportunities, and resources to support employee and family well-being.

NOTE

This range is based on Boston-area data, and is subject to modification based on geographic location.