SUMMARY: Reporting to the Associate Director of Research. Performs in-depth research and analysis on prospects. Conceptualizes and develops proactive prospecting methodologies to support fundraising objectives. Analyzes, interprets and summarizes complex financial disclosure documents for purposes of wealth assessment. Experience in international research preferred. Acts as a resource for junior level researchers. Uses specialized electronic resources to gather and analyze information and works with confidential as well as publicly accessible information, with a view to assessing donor interest and viability. Develops focused research profiles, prospect lists, identifies networks and analysis of philanthropic interests for fundraising staff University-wide. Proactively identifies opportunities for prospect identification and qualification, and may help lead group projects to carry out strategies. 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. Keeps abreast of current events, philanthropic trends and Harvard's fundraising objectives. Experience with BSR Advance preferred.
EXPECTATIONS AND RESPONSIBILITIES: 1. Expertise with rating methodologies and analysis a. Proven experience with accurately and efficiently analyzing complex financial disclosure documents, real estate and other wealth indicators for the purpose of determining accurate University Capacity Ratings. Experience with private company valuation and valuation of options, as well as analysis of hedge funds, venture capital and private equity for the purpose of determining estimated wealth and identifying upcoming wealth events. 2. Ability to prioritize a. Apply knowledge and experience with various research outcomes, as well as direct communication with fundraisers to assess prioritization and recommend research strategies. Independently manage workload. 3. Time management a. With the endless availability of electronic resources, one of the most difficult things to learn is to know when to stop researching. The Assistant Director will apply extensive knowledge of resources to know when reasonable efforts have been exhausted. 4. Project Management a. Ability to create, lead and manage and analyze research-driven projects from inception to presentation of results. 5. Push back with solutions a. Identify opportunities for more effective and efficient alternatives to fundraiser requests when appropriate. 6. Problem Solving a. Independently analyze problem and identify options for resolving. 7. Mentoring a. Provide research guidance and mentorship for Research Analysts. Set a good example through actions. 8. Proactive a. Actively and regularly identify and qualify new prospects. Identify independent and/or team projects that would help in prospect identification and qualification. Get on the agenda of fundraiser meetings when appropriate. 9. Clarity a. Clear and succinct written and verbal communication. 10. Independent thinker a. Ability to come to sound conclusions independently. Rational, logical and efficient thought process. 11. Strong presentation skills a. Comfort and confidence with presenting research-related projects, issues or opportunities at various meetings 12. Self starter a. Actively identify opportunities for adding value and following them through to conclusion 13. Team Player a. Actively participate in research meetings, offering solutions or strategies when appropriate.
We have posted the Assistant Director role at both a Grade 56 and Grade 57 level and plan on hiring only one position.
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: 057
Union: 00 - Non Union, Exempt or Temporary
Bachelor's degree from an accredited university with a minimum of four years of research-related experience required, preferably in a development, library, academic or legal environment.
Strong interpersonal and communications skills required.
All candidates for Assistant Director must have solid working knowledge of complex financial SEC documents for purposes of wealth analysis.
Development or development-related experience strongly preferred;
Ability to use extreme discretion when working with highly confidential information;
Proficiency at planning and setting meaningful objectives, integrating the work of prospect research into overall advancement goals;
Ability to understand, communicate, and promote the strategic plan of the department;
Proficiency with business terms, documents, and practices preferred;
Proficiency with wealth indicators and ability to locate and analyze complex financial disclosure documents;
Requires sound judgment, strong self-direction and self-motivation;
Demonstrated ability to collaborate with people at all levels, and willingness to function as part of a team;
Knowledge of specialized fee-based research databases helpful;
Proficiency at formulating an online search strategy;
Excellent writing and organizational skills; excellent computer skills; ability to prioritize and analyze confidential information with discretion; ;
Strong attention to accuracy and detail; and
Ability to multi-task on different projects and initiatives. Ability to work under strict deadlines.
Experience with BSR Advance preferred.
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.
About Harvard University Alumni Affairs and Development
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.