Prospect Research Officer - Development, Hybrid

bmc; United States; Hybrid; USD 65,000 - 95,000; Full time

Job summary

Boston Medical Center is seeking a Prospect Research Officer to join the Development Support team. You will identify individual, corporate and foundation prospects, analyze wealth indicators and philanthropy, and produce concise profiles to inform donor engagement and portfolio strategies.

Reporting to the Director of Prospect Development, you will maintain data accuracy in the CRM, support strategy meetings, and ensure ethical conduct and confidentiality in line with APRA guidelines.

Qualifications

• Bachelor's degree and 5 years' experience in a development office or similar environment.
• Experience with data management systems is strongly preferred.

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 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.

Skills

Attention to detail

Analytical thinking

Research skills

Education

Bachelor's degree

Tools

Raiser's Edge

MS Office (Word, Excel)

MS Outlook

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.

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 a