SUMMARY: Reporting to the Associate Director on the Research and Prospect Management team. Performs in-depth research on prospects. Conducts comprehensive research and works with confidential as well as publicly accessible information, with a view to assessing donor interest and viability. Develops research profiles and analysis, prospect lists, ratings and wealth analysis for purposes of fundraising University-wide. Uses in-house and external resources to identify new prospects. Interprets biographical and financial information on individuals, corporations, and foundations based on fundraising strategies and objectives. Performs philanthropic capacity estimations and assigns ratings based on publicly available information, including insider holdings, real estate, and general demographic assessments. Works with Assistant Directors to analyze complex financial disclosure documents to further determine financial capabilities. Keeps abreast of current events, philanthropic trends, and Harvard's fundraising objectives.
DUTIES AND RESPONSIBILITIES:
*1. Conducts focused research and evaluation of financial capabilities of new prospects and existing donors. Identify new potential donors through screening of news sources.
*2. Work with confidential information and with publicly accessible information, with a view of assessing donor viability. Make wealth estimations using salary surveys and other demographic information, as well as interpreting and analyzing complex financial documents under the supervision of senior researchers.
*3. Work in partnership with senior level researchers and fundraisers to determine research strategies for identifying new prospects.
*4. Work with Prospect Management to review prospects identified and provides additional information needed for assignment.
*5. Participate in bimonthly Research staff meetings and Tools & Techniques meetings.
*6. Ability to use extreme discretion when working with highly confidential information.
*7. Ability to use sound judgement and apply ethical considerations with confidential information. Ability to think creatively with resources available.
*8. Keep abreast of alumni in the news, philanthropic trends, and Harvard current events and fundraising priorities.
*9. Excellent verbal and written communication skills.
*10. Ability to multi-task on different projects and initiatives simultaneously. Ability to work in a team effort to reach organizational goals.
*11. Ability to analyze, interpret, and summarize complex information into a coherent and accurate presentation. Ability to work under strict deadlines.
*12. Must complete a three-month University probationary period. Must maintain an excellent attendance record.
Please include a cover letter with your application.
Skills testing may be a component of the interview process for this position.
The department of Alumni Affairs and Development at Harvard University is committed to diversity. We welcome applicants who bring varied experience, thought, and practice to the department's mission to maintain and enhance an engaged community of alumni and friends worldwide and to lead the University's fundraising efforts.
Harvard University Benefits Package Vacation/Sick/Personal/Holidays: Harvard offers 3 (union roles) - 4 (exempt) weeks paid vacation, a paid holiday break between Christmas and New Year's Day, 12 paid sick days, 11.5 paid holidays, and 3 paid personal days each year. Medical/Dental/Vision Benefit: Harvard offers a variety of excellent medical, dental, and vision plans which all begin on the first day of employment. Retirement: University-funded retirement plan with full vesting after 3 years of service. Tuition Assistance Program: Competitive tuition assistance program, $40 per class at the Harvard Extension School and discounted study options through participating Harvard Graduate Schools. Transportation: Harvard offers a 50% discounted MBTA pass as well as parking options to assist employees in their daily commute to campus. Wellness Options: Harvard offers programs and classes at little or no cost, including stress management, massages, nutrition, meditation, and complimentary health services. There are also fee-based athletic facility memberships available at various locations around the university for employees.
Salary Grade: 056
Union: 55 - Hvd Union Cler & Tech Workers
Bachelor's degree at an accredited university with a minimum of three years of research-focused experience in a development, library, or legal research environment required.
Knowledge of Lexis-Nexis, Capital IQ, Foundation Center, Rel Sci and other fee-based resources helpful. Awareness of the type and scope of data available online, and of search techniques required.
Ability to use extreme discretion when working with highly confidential information.
Previous development experience preferred.
Understanding of the role information plays in prospect development throughout the prospect cultivation cycle.
Requires sound judgment, strong self-direction and self-motivation.
Strong attention to accuracy and detail.
Demonstrated ability to collaborate with people at all levels, and willingness to function as part of a team.
Excellent writing and organizational skills; excellent computer skills; ability to prioritize and analyze confidential information with discretion.
Strong interpersonal and communications skills.
EQUAL OPPORTUNITY EMPLOYER: We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Harvard University is devoted to excellence in teaching, learning, and research, and to developing leaders in many disciplines who make a difference globally. The University, which is based in Cambridge and Boston, Massachusetts, has an enrollment of over 20,000 degree candidates, including undergraduate, graduate, and professional students. Harvard has more than 360,000 alumni around the world. T...he University has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a truly global education. Established in 1636, Harvard is the oldest institution of higher education in the United States.