Prospect Research Analyst I, Business Intelligence, Duke Alumni Engagement and Development (AED)

PROSPECT RESEARCH ANALYST I

Occupational Summary

The Prospect Research Analyst I performs a variety of duties involving the collection, interpretation, analysis, and documentation of data on prospective donors. The Prospect Research Analyst I will submit reports to leadership and gift officers across schools/units/initiatives with strategic recommendations regarding identification, cultivation, solicitation, and stewardship of donors to Duke University. This position reports to the Associate Director of Research in Prospect Development.

Work Performed

Prospect Identification, Research, and Analysis

• Identify and research new prospects for strategic priorities and objectives for annual, planned, major, and principal giving.
• Partner with frontline fundraisers on routine research requests and to identify specific research needs.
• Monitor news sources for information on prospective and existing donors and trends in business, higher education, and philanthropy. Distribute news alerts as appropriate.
• Maintain, update, and query donor records in the university database; provide system-generated reports for analysis and interpretation.
• Respond to routine requests for giving capacity, business details, areas of philanthropic interest, and other information for a variety of individuals and programs across the university. Respond to requests in a timely, thoughtful, and complete manner.
• Focusing on wealth screening data, conduct research to determine donor giving capability and assess donor interest in various programs across the university.

• Discover, record, and interpret evidence of philanthropic interests in organizations and evaluate impact.
• Using hard, soft, and public wealth indicators identify, evaluate, and track highly appreciated assets and estimate donor gift capacity through the analysis of complex individual, corporate, and foundation financial information. 
• Summarize information relevant to the timing of a gift synthesizing large amounts of data to create a concise and confidential research report in a variety of formats.
• Present information in a variety of written formats including emails, reports, summaries, and abstracts.

• Build strategic partnerships with development officers in schools and units across the university.
• Assist in preparing presidential and dean briefings, bios, and related documentation as necessary. Aid in the development and/or coordination of written strategies for briefings and bios.

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.

Preferred Education

• Bachelor’s degree required with demonstrated skills in research, writing, and editing.

Preferred Experience

• One year of prospect development experience in a non-profit or institution of higher education or related experience.
• Highly developed scanning, skimming, and reading comprehension skills are essential, as well as superior ability to assess the relative value of, synthesize, and summarize relevant information into coherent, well-written documents.
• Ability to take initiative and exercise sound independent judgement.
• Ability to comfortably handle multiple priorities with attention to detail and timeliness.

Preferred Skills

• Well-developed interpersonal skills and excellent written and oral communication skills with an aptitude for critical thinking and problem-solving; ability to work well under pressure and maintain flexibility. Ability to support peers and leaders is essential.
• Ability to learn to navigate unfamiliar information systems and use a variety of computer applications with little guidance.
• Position requires diplomacy and sensitivity related to institutional prioritization of needs.
• Skillful problem solving, curiosity, discretion, and continuous attention to detail
• Excellent analytical skills and ability to interpret and analyze data

Behavioral Competencies

• Self-Management
• Curiosity and Information Seeking
• Planning, Prioritizing, and Multitasking
• Decisiveness and Judgment
• Initiative
• Attention to Detail
• Expressing Ideas Orally and in Writing

Duke is an Affirmative Action/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, sexual orientation, or veteran 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 essentialjob functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.