Prospect Research Analyst

Details

Posted: 20-Mar-24

Location: Lexington, Virginia

Type: Full-time

Categories:

Other Staff/Administrative
Staff/Administrative

Employment Type:

Full-time

Organization Type:

Higher Education Institution

Required Education:

Bachelor’s

Internal Number: R1004

The Prospect Research Analyst works strategically with Advancement Research and Strategy team members to provide research data and support to Development, Law School Advancement and Alumni Engagement. They are responsible for prospect identification, screening, data mining, entry, and analysis to identify individuals and organizations with the potential to contribute financially or engage in volunteer leadership. The Prospect Research Analyst reports to the Director of Advancement Research and Strategy and collaborates with colleagues in University Advancement to help meet the goals of the division.
University Advancement is committed to the development of an inclusive environment and we strive to advance diverse perspectives and approaches in carrying out the mission of Washington and Lee University.

Essential Functions:

• Provides biographical, financial, corporate, foundation, and other types of research proactively and as requested utilizing best practices. Works with gift officers to inform them of data availability and significant data changes, as well as how to request pertinent prospect research.

• In partnership with the Associate Director, manages a formalized proactive prospect identification system for identifying new leadership gifts suspects and prospects using a variety of techniques. Maintains and enhances a rating process for evaluating financial capacity, inclination and engagement.

• Manages the general W&L and top prospect Google Alerts ensuring pertinent information is updated and relayed to gift officers and/or Director of Prospect Development. This includes biographical, professional and fundraising updates.

• Uses industry best practice and technologies to streamline Advancement Operations and Prospect Research/Development processes. Completes necessary electronic database screening and analytics processes consistent with industry best practices.

• Produces high-quality, comprehensive donor profiles for the president and university administration, using information from University records, publicly available information, and subscription resources on donors and other prospects. Creates a systematic process to capture and report the data from the database into the profile.

• Produces research for reports and meeting bios for University leadership and gift officers. Administers a systematic method for producing materials and trains the gift officers and administrative support staff on how to execute.

• Proactively looks through contact reports and daily gift reports for potential leadership prospects, major changes (relationships, employment, financial, etc) and/or prospect research opportunities. Share updates with appropriate staff.

• Analyzes gifts, wealth screens, financial data and employment data to identify new leadership prospects for the Discovery Pool and provide reports to the Director of to aid in management and prioritization of assignments.

• Supports the prospect research program with quarterly proactive and as-requested prospect research for assigned prospects. this includes assigned prospects and those in the Discovery Pool.

• Conducts in-depth research on undergraduate and law new incoming parents and reunion classes annually.

• Supports all of University Advancement including Development, Law Advancement, Alumni Engagement, and Special Events, building productive working relationships across units.

Minimum Qualifications:

• Bachelor’s degree required

• Two or more years’ experience in prospect development role or non-profit environment is preferred.

• Proficiency with relational databases, hands-on experience with the Microsoft Office Suite, and advanced internet search technique is required. Experience with information management, electronic screening tools, and The Raiser’s Edge is preferred.

• Strong interpersonal and communication skills

• Proficiency in writing clearly and concisely

• Ability to appropriately use and manage sensitive and confidential data

• Excellent time management skills, including the ability to work well under deadlines and manage multiple projects simultaneously

• Ability to analyze and utilize data and to make it available to others in a user-friendly format;

• Ability and desire to work independently and as part of a team.

Minimum Pay: $59,038 – Pay Commensurate with Experience

Application Instructions: 

Review of applications will begin immediately and continue until the position is filled.  Please upload a resume and cover letter in your application. You will be asked to provide names and contact information for three professional references.

Application instructions and information about Washington and Lee University can be located at https://www.wlu.edu/employment-opportunities .

Physical Requirements:

• Fingering: Picking, pinching, typing or otherwise working, primarily with fingers rather than with whole hand or arm as in handling.

• Grasping: Applying pressure to an object with the fingers and palm.

• Repetitive motions: Making substantial movements (motions) of the wrists, hands, and/or fingers.

Working Conditions: The worker is not substantially exposed to adverse environmental conditions.

Types of Work: Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

Position Type:

Exempt, Full Time, Benefit Eligible

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About Washington and Lee University
Washington and Lee is a top-ranked, private institution in Lexington, Virginia where we integrate the rigorous inquiry and critical thinking of a liberal arts curriculum with nationally accredited undergraduate programs in business and journalism, and a graduate School of Law. Our graduates, mentored by a faculty of teacher-scholars, are ready to make a meaningful impact wherever they go in the world.The campus is a national historical landmark, the city offers small-town charm, and the Allegheny and Blue Ridge Mountains provide unparalleled surroundings. Washington and Lee affirms that diverse perspectives and backgrounds enhance our community. We are committed to the recruitment, enrichment, and retention of students, faculty, and staff who embody many experiences, cultures, points of view, interests, and identities. As engaged citizens in a global and diverse society, we seek to advance a positive learning and working environment for all through open and substantive dialogue.Washington and Lee is an Equal Opportunity Employer. As such, we are interested in candidates who are committed to high standards of scholarship, performance and professionalism and to the development of a ...campus climate that supports equality and diversity in our faculty, staff and student body. Job description requirements are representative, but not all-inclusive of the knowledge, skill, and abilities needed to successfully perform this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.
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