16 days old

Prospect Research Officer

Loyola University Maryland
Baltimore, MD 21210
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Loyola University Maryland's Advancement division is seeking an enthusiastic advancement professional to join the prospect management and research office as the Prospect Research Officer. The position will support and participate in Advancement prospect management and research efforts. The incumbent will work directly with fund-raising staff to optimize pipeline and portfolios, conduct prospect research. Please reference the job posting for more details.

The Prospect Research Officer is an integral member of the Advancement Services team and performs a variety of duties for the Prospect Management and Research Office including conducting prospect research; evaluating and maintaining gift officer portfolios; analyzing data and compiling reports used for gift solicitation; maintaining the research library and donor files, and providing back-up and support to other key research functions.

Specific duties include:

Prospect Management: Assist Advancement Services team in maintaining the prospect management system. Ensure accurate records of discovery, cultivation, and solicitation activities. Track and manage gift officer portfolio assignments in the University Advancement system module; actively participate in routine portfolio review sessions with fundraising staff. Field requests for assigning, redistributing or removing assignments from gift officer portfolios. Participate in routine prospect meetings. Maintain expert knowledge of the database and develop systems for collecting and managing existing and potential donor data including discovery, cultivation, and solicitation activities.

Prospect Research: Identity, research, and analyze new and existing donors and prospects for cultivation and solicitation through review and strategic analysis of media, financial documents, files, databases, online information systems and other resources. Prepare thorough, accurate, and concisely written research reports to include biographical and financial information, potential for philanthropic support, areas of interest, and affiliations of individuals; as well as research on corporations and foundations. Utilize wealth data screenings on current and potential donors; analyze and disseminate screening results as required. Participate in the evaluation of new products, services, or processes related to prospect research. Adhere to all legal privacy requirements and ethical standards upheld by regulatory bodies and professional organizations.

Manage Research Library: Organize and manage the Advancement research library, including reference materials, online services, and prospect research files; continually update resources, using the most current technologies and techniques. Work closely with Advancement Services' Program Assistant to ensure that donor files and supplies in the library are properly maintained and in order; ensure timely stocking of returned files. Create new donor files as needed. Assist advancement staff with questions and/or lend assistance locating files.

General Support of Research Operations: Assist in coordination and delivery of training on fundamental research techniques in support of fundraising efforts. Maintain an understanding of prospect management policies and procedures. Maintain fluency in the University's Advancement system, related reporting tools, and research resources in order to support colleagues effectively with research and the broader Advancement efforts. Assist in preparing biographical briefings of donors and prospects attending University events; and other research projects as needed. Safeguard the confidentiality of donor information at all times. Operate under the ethical and confidentiality guidelines of the University and Association of Professional Researchers for Advancement (APRA) and department and University procedures.

Required Qualifications:

Bachelor's degree and 1 3 years of related experience.

Ability to interact well with all levels of the University administration for the purpose of soliciting information in support of the advancement initiative

Ability to prioritize effectively

Self-motivated and able to work as a team member

Ability to interact with customers in a friendly, professional manner and respond quickly and appropriately to customer requests

Possess traits of good judgment, confidentiality, and discretion in communicating with colleagues and constituents

Proficient in MS Office Suite, including Word, Excel, and PowerPoint

Ability to be resourceful and independent, but comfortable working within the framework of an integrated development program and team-oriented environment

Ability to adjust to changing priorities and meet deadlines

Familiarity and appreciation of the mission, purpose, and values of Loyola University Maryland

Excellent research skills with the ability to gather, analyze and synthesize data from a wide variety of sources, and present the resulting information in a clear summary

Must possess demonstrated analytical skills

Highly developed organizational skills with strong attention to detail

Strong ability to set priorities and manage workflow to fulfill objectives and meet goals according to deadlines in a high-paced work environment

Ability to identify and independently solve problems

Strong commitment to accuracy and excellent judgment

Preferred Qualifications:

Experience working in a university environment, and functional knowledge of Blackbaud's suite of fund raising systems and research tools.


Posted: 2021-04-22 Expires: 2021-05-24

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Prospect Research Officer

Loyola University Maryland
Baltimore, MD 21210

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