Prospect Strategy Analyst

Apply now (https://secure.dc4.pageuppeople.com/apply/674/gateway/default.aspx?c=apply&lJobID=531916&lJobSourceTypeID=796&sLanguage=en-us) Job no: 531916

Work type: Staff Full-Time

Location: Remote/Flexible

Categories: Advancement

Department: 50010000 - AD-VP ADVANCEMENT

Classification Title:

Prospect Strategy Analyst II

Job Description:

The Prospect Strategy Analyst serves as a key partner to colleges/units with regard to prospect strategy, research, and analysis. The position ensures excellence in service to fundraisers in pipeline development and portfolio management, including training and communication. This position will collaborate closely with Advancement Intelligence teams on institution-wide strategic initiatives and to develop and implement departmental and organizational policies and procedures.

Strategic Research

• Provide professional prospect development, analytical research and information services in support of the fundraising goals and objectives of UF Advancement.

• Identify and assess financial capacity, philanthropic tendencies, giving propensity and connections to UF for major gift prospects in support of fundraising goals and objectives.

• Prepare thorough, accurate and timely profiles on UF constituents (alumni, friends, parents, corporations and foundations) as needed to support fundraising initiatives. Use a variety of analytical techniques to resolve or provide information regarding complex research and data problems.

• Utilize a variety of reference materials, online databases, Internet, and governmental or other agency resources to obtain information on prospects or funding sources for gifts to the University.

• Develop a comprehensive knowledge of the donor database and expertise in retrieval of information. Work closely with Data Integrity and other departments to update critical information and maintain integrity in the database.

Special Projects

• Attend and participate in meetings, workgroups, committees, and other internal responsibilities.

• Execute special campaign projects as identified by leadership, which may include leading a workgroup, conducting targeted research and analysis, partnering with units and internal groups, and developing and executing recommendations.

• Support PSR operations and priority initiatives by serving as a technical subject matter expert in an assigned area.

• Participate in Data Governance committees as Subject Matter Experts representing PSR and Development staff.

• Other Special Assignments:

• Work on other special projects as assigned (e.g. University priority projects, planning and conducting internal and/or external training, etc.), as assigned by the Director and/or Assistant Director of your assigned vertical.

• In this capacity you will be responsible for all planning, tracking and communication regarding the assigned project.

• Specific metrics for the special project will be assigned during the annual performance appraisal and planning process.

Portfolio Management

• Act as a strategic partner for assigned development officers (DOs) within colleges/units in prospect strategy development and documentation.

• Identify creative, strategic methods to help development officers engage prospects.

• Recommend and implement prospect assignments and develop quality prospect pools for development officers.

• Meet regularly with assigned DOs to fully comprehend and gain thorough knowledge and understanding of assigned campaign priorities, DO portfolios and short/long term prospect goals.

• Conduct quarterly Gator Portfolio Support (GPS) meetings with all assigned DOs to facilitate strategic conversations regarding the management of prospects, pipeline development and portfolio strength.

• Provide ongoing analysis of portfolios, moves and stages.

Tools, Training & Communication

• Drive a consistent approach to research and prospect management across units through regular communication with unit leadership and staff, ongoing training, and alignment with campaign priorities.

• Contribute to evaluation and refinement of research tools and department policies and procedures.

• Provide training and database support to DOs including orientation services, consultative services on research resources and policies.

• Proactively elevate issues, activities and/or decisions to management as appropriate, and communicate information effectively to others.

• Adhere to guidelines governed by unit procedures, processes, and manuals.

Expected Salary:

Commensurate with education and experience. The University of Florida offers a competitive benefits package including health, retirement, paid time off, discount programs, professional development and work life support. Learn more. (https://benefits.hr.ufl.edu/)

Minimum Requirements:

Master’s degree in an appropriate area; or a bachelor’s degree in an appropriate area and two years of relevant experience.

Preferred Qualifications:

The ideal candidate will possess:

• Bachelor’s degree and at least two years’ experience in prospect management and/or research or fundraising in a higher education setting.

• Exceptional analytical skills to synthesize a high volume of information from a variety of sources and perform complex analyses to produce reports that are usable and actionable to a variety of fundraising professionals.

• Must be an outstanding communicator with excellent written and verbal communication skills; interpersonal skills; and the ability to work collegially and interact effectively with a diverse constituency.

• Collaborative, collegial and customer service focused orientation, eager and able to engage a diverse stakeholder base, and able to build strong professional relationships.

• Demonstrated success in program development and execution.

• Exceptional listening and judgment skills.

• Strong consultative approach with ability to advise and influence internal clients through formal and informal presentations.

• Clear understanding of the cultivation cycle.

• Effective in problem solving across organizational lines.

• Ability to work at strategic level and influence outcomes of strategic initiatives.

• Strong project management and time management skills befitting a fast-paced environment; ability to handle multiple projects with critical deadlines and changing priorities simultaneously and accurately.

• Understand institutional mission and strategic initiatives.

• Knowledge of ethical and best practices of profession.

• Knowledge of the Health Insurance Portability and Accountability Act (HIPAA).

• Strong familiarity with standard research resources and information such as DonorSearch, LinkedIn, Lexis Nexis, Foundation Search, iWave, SEC filings and wealth screenings.

• High level of knowledge of software applications for analysis and project delivery.

• Proficient with SalesForce (or comparable alumni/donor database) and thorough understanding of the reports produced by and for prospect management purposes.

• Experience with PLSQL and Microsoft Office Suites: Word, Power Point, Excel, Access, OneNote and MS Teams. Specific Excel knowledge in advanced filtering and sorting, Pivot Tables and formulas.

• An appreciation for and support of diversity in the workplace in all its forms; proven success working with stakeholders; project management skills; experience in a data-driven environment; organizational skills; and the ability to lead, influence and motivate others are required.

• The ability and willingness to travel. A valid driver license and good driving record are essential.*

Special Instructions to Applicants:

In order to be considered, you must upload your cover letter, resume and three references. Application must be submitted by 11:55 p.m. (ET) of the posting end date.

Health Assessment Required:No

Advertised: 11 Jun 2024 Eastern Daylight Time

Applications close: 25 Jun 2024 Eastern Daylight Time