The Associate Director of Prospect Research will report directly to the Director of Special Gifts and Campaigns and is a key member of the Institutional Advancement team who provides proactive and reactive prospect research and prospect management. The Associate Director oversees the identification and assessment of potential donors and the optimization of prospect pools to ensure the maximization of gift officer portfolios, building a strong prospect pipeline. Working closely with the Director of Special Gifts and Campaigns, the Associate Director is a key fundraising strategist who oversees the development, maintenance, and improvement of the research and prospect management program by employing fundraising knowledge, combined with research and analytical techniques, to efficiently move prospects through the development cycle.
- Oversees strategies for identifying and rating the capacity of potential prospects, including analyzing hard and soft financial data in the context of gift capacity.
- Proactively identifies new major gift and planned giving prospects through data mining techniques, push technology, demographic, and other searches.
- Collaborates with the Vice President for Institutional Advancement, Director of Annual Giving, Director of Planned Giving and Major Gifts, Director of Development Events and Donor Relations, Executive Director of Alumni Relations and others as needed to optimize prospect management efforts.
- Provides the Alumni Relations team research information on major gift prospects and/or suspects for their signature events and chapter events as appropriate.
- Works closely with the Fundraisers and Development Events team to develop solicitation strategies, and sustain a diverse and inclusive fundraising community.
- Leads data analysis efforts and implements a proactive plan for identifying new and emerging prospects specific to the Institute's current and future fundraising goals and priorities.
- Ensures proper system and data maintenance are in place to support the fundraising efforts of Institutional Advancement.
- Supervises the Research Manager to help ensure successful fundraising efforts.
- Responsible for developing, implementing, and maintaining a prospect management program that ensures maximum function of major gift officer portfolios.
- Ensures that all research requests are completed accurately and in a timely manner.
- Helps with the preparation of briefing reports for the President, Vice President, Senior Leaders and Gift Officers as needed.
- Ensures fundraisers are informed and alerted regarding new information about the gift capacity and funding interests of top prospects and potential prospects.
- Provides training to the fundraisers and support staff on the prospect tracking system, proposal tracking system, and training on contact report guidelines.
- Oversees data integrity efforts for prospect information stored in Raiser's Edge, the fundraising database of record.
- Collaborates with the Advancement Operations team to streamline database processes, procedures, and best practices.
- Coordinates with colleagues across campus to ensure data synchronization related to parent records.
- Manages sensitive information and adheres to confidentiality policies regarding privacy of database information.
- Monitors news and publicly-available financial information on major gift prospects and suspects from SEC filings, professional publications, and press.
- Remains informed of central issues in the development profession.
- Maintains professional standards of research and conduct work in a manner that is ethical and sensitive to the needs to donors, development staff members, and Pratt Institute.
- Participates in on-going professional development activities as relevant, to maintain and enhance skills and abilities and stay abreast of current prospect management trends and research techniques.
- Provides support for other Institutional Advancement functions and activities as needed, including occasional evening and weekend events.
- Other duties as assigned.
Education: Bachelor's degree required.
Experience: Must have at least five years' experience in prospect research and portfolio management.
Knowledge and Skills:
- Demonstrated knowledge of electronic databases (e.g. Lexis Nexis, iWave, Foundation Search) and prospect research and management methods needed to enable major gift fundraising required.
- Proficiency in Raiser's Edge.
- Ability to perform in-depth research using a wide variety of sources, both hard copy and electronic.
- Understanding of basic financial principles and knowledge of industry publications and business trends.
- Ability to problem-solve, using investigative research and analytical skills to implement creative solutions.
- Experience with wealth screening, feasibility analysis, and campaign prospecting.
- Demonstrated skills and experience in data mining, report creation, and moves management policies and procedures.
- Demonstrated ability to oversee data integrity and to coordinate systems that improve efficiency.
- At least one to two years of hiring, training, supervising, and evaluating staff.
- Proven ability to perform duties in a quality service manner, effectively prioritize a large number of project and research requests, manage multiple tasks simultaneously, and work as a member of a team.
- Strong analytical skills and strategic thinking with a high level of attention to detail.
- Must have excellent research, writing, organizational and interpersonal communication skills; and proficiency in Microsoft Word, Excel, and PowerPoint.
- Must demonstrate inter-cultural competence with an understanding of the importance of diversity in higher education, as well as demonstrate ability to work effectively with a wide range of constituencies in a diverse community.
Please submit your cover letter, resume including salary history and requirements, and the names and contact information for three professional references.
PRATT INSTITUTE IS AN EQUAL OPPORTUNITY EMPLOYER AND RECOGNIZES AND VALUES THE BENEFITS OF A DIVERSE WORKFORCE