Prospect Research And Management Analyst

Position Title: Prospect Research and Management Analyst

Department: Advancement Operations and Strategy

Reports To: Director of Advancement Operations and Strategy

Classification: Exempt FTE: 1.0 Salary: $50,000 - $56,000

Essential Job Duties:

• Prospect Research

• Divisional lead for knowledge and reporting on college's donor prospect pool. Verify wealth capacity and scope of relationship with the college in order to determine which constituents have assets and affinity to contribute at a major gift level.

• Provide meaningful prospect research deliverables that are accurate, actionable and efficient. Examples include profiles summarizing key information on college donors and board members.

• Serve as subject matter expert on a suite of search tools to accomplish the tasks above, including data mining software and public records search engines.

2.Relationship and Portfolio Management

• Facilitate twice-yearly portfolio reviews with gift officers and Advancement leadership.

• Provide compelling data to assess overall portfolio health, track gift officer activity, and measure progress toward performance metrics goals.

• Strategize and collaborate with gift officers to support the development of optimized, high-capacity portfolios. Recalibrate portfolios as needed to maximize performance.

• Develop and maintain a comprehensive prospect management policy.

• Maintain accurate, up-to-date moves management coding within database of record.

• Serve as subject matter expert on prospect management best practices, creating and distributing educational materials to staff on a regular basis.

3.Business Process Improvement, Project Management, and Implementation

• Regularly review business processes for improvement opportunities and execute in collaboration with Development and AOS team.

• Serve as project management and implementation lead for cross-divisional projects relevant to prospect research and management.

4.Supervision, mentoring, and collaboration

• Hire, train and supervise a team of analytical support student workers.

• Collaborate with Constituent Records and Research Specialist to execute prospect research and management tasks above.

5.Support, respect, and commit to embracing diverse backgrounds, values, and points of view to build a strong and inclusive community.

6.Complete and meet deadlines for required training and performance management cycle.

7.Perform other duties as assigned

Work Schedule:

Term: Year-round

Shift: The standard 40-hour work schedule is Monday

• Friday, 8:00 am

• 5:00 pm; flexible work arrangements can be proposed and are subject to approval by HR and relevant supervisors; occasional evening or weekend work as need required.

Required Qualifications:

• Education: Bachelor's degree or equivalent work experience.

• Experience: 2+ years of experience in a prospect research role or related research, data, project management, or fundraising-focused role.

Preferred Qualifications:

• Education: Bachelor's degree

• Experience: 3+ years of experience in a prospect research role or related research, project management, data, or fundraising-focused role. Experience in utilizing CRM software and Google Workspace, including Sheets, Slides, and Looker Studio. Self-motivated with strong project management and interpersonal skills.

Prerequisites:

Employment in this position is conditioned upon successful completion of a background check, which may include criminal background checks, reference checks, verification of work history, verification of any required academic credentials, licenses, and/or certifications, a motor vehicle check, verification of a DOT certification, a credit check, employment eligibility verification, and/or a pre-employment physical. Whether a background check is deemed successfully completed will be at the sole discretion of St. Olaf College. Please note that St. Olaf College reserves the right, at its sole discretion, to conduct periodic background checks.

Disclaimer:

This job description is for general information purposes. It is not intended to list all duties and responsibilities of the position. This job description is subject to change at any time, with or without prior notice, by St. Olaf College.

Working Conditions: Physical Activities and Environment

Ergonomics and Handling

Utilize full body range of motion including walking, using stairs, bending, twisting/turning, kneeling, squatting

Occasionally (1-33%)

Lift/carry objects from the ground to a height higher than three feet

Occasionally (1-33%)

Objects being lifted/carried could weigh up to:

0-10 pounds

Push/Pull Objects

Occasionally (1-33%)

Objects being pushed/pulled could weigh up to:

0-25 pounds

Reach overhead

Occasionally (1-33%)

Routinely repeat motions that may include the wrist(s), hand(s) and/or finger(s)

Frequently (34-66%)

Remain in a stationary position, often standing or sitting for prolonged periods

Frequently (34-66%)

Communication

Routinely comprehend and communicate to exchange information to accomplish tasks

Continuously (67-100%)

Asbestos

Disturb (break, cut into) possibly asbestos-containing materials (e.g., floor tiles/walls, popcorn ceilings)

Never (0%)

Bodily Fluids

Routinely exposed to human blood or other bodily fluids

Never (0%)

Working Hazards

Chemical Hazards: Use chemicals in a non-laboratory setting (e.g., paints/solvents/oils, art/theater chemicals, cleaning chemicals, etc.)

Never (0%)

Lab Hazards: Work in a laboratory or stockroom

Never (0%)

Physical Hazards: Work indoors and/or outdoors in high and/or low temperatures

Never (0%)

Physical Hazards: Work in areas with limited ventilation

Never (0%)

Physical Hazards: Routinely exposed to loud noise (e.g., lawn mower, concert stage)

Never (0%)

Physical Hazards: Conduct hot work (e.g., welding, grinding, foundry)

Never (0%)

Physical Hazards: Work with lasers (non-ionizing radiation)

Never (0%)

Physical Hazards: Work with electricity (e.g., run electrical wires, rewire equipment)

Never (0%)

Physical Hazards: Work with stored/hazardous energy (e.g., electrical, mechanical, hydraulic)

Never (0%)

Heights/Spaces

Work in a confined space with a limited or restricted means of entry, one not designed for continuous occupancy but large enough so that a person can perform tasks

Never (0%)

Work at heights (e.g., catwalks, roofs), or in situations where a person could fall more than 4 feet (e.g., if there is an opening beneath). Does not apply to working solely on a ladder.

Never (0%)

Work with scaffolds and/or ladders with a top greater than 32 inches above the ground

Never (0%)

Work with manlifts, aerial lifts, etc.

Never (0%)

Power Tools

Operate shop equipment (e.g., table saw, drill press, grinder) or other stationary machinery

Never (0%)

Operate hand or portable tools

Never (0%)

Personal Protective Equipment

Utilize college-issued personal protective equipment (e.g., gloves, eyewear, pants, steel toe shoes, hard hats, back support)

Never (0%)

Utilize college-issued ear plugs for hearing protection

Never (0%)

Utilize a college-issued respirator or dust mask

Never (0%)

Vehicles

Operate motor vehicles

Occasionally (1-33%)

Operate utility vehicles (e.g., golf carts and/or gators)

Never (0%)

Operate heavy equipment (e.g., front-end loaders, snowplows, riding lawn mowers, dump trucks, Zambonis)

Never (0%)

Work in or along roadways and/or parking lots directing traffic, parking, unloading vehicles, answering questions

Never (0%)