Prospect Management Analyst, Prospect Development
Yale University, New Haven, CT, United States
Prospect Management Analyst
Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New Haven Hiring Initiative, or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale! Overview
The Prospect Management Analyst is a key member of the Prospect Development team in the Yale Office of Development, providing critical support for fundraising initiatives. Prospect Management provides governance and best practice recommendations for portfolio management and moves management processes across Yale's diverse fundraising units. Principal Responsibilities
1. Identifies, investigates, analyzes, organizes and evaluates information yielded from a variety of sources to determine a donor prospect's financial capacity, ability to give, philanthropic interests, and relationship to the University. 2. Devises research strategies and methods to identify potential donors and/or new donor prospects. Identifies the type of information to look for and determines what relevant donor information (biographical and financial, philanthropic interest, history of previous donations, prior university solicitation, etc.) is needed to craft fundraising and cultivation strategies. 3. Identifies new sources of wealth and tracks existing sources to strengthen donor relationships with the University. 4. Analyzes financial publications and corporates disclosures to deepen relationships with current donors and to identify new donor prospects to build a robust University donor base. 5. Writes donor prospect briefings for development team. 6. Investigates new donor prospects and constantly re-evaluates and monitors established donor sources. 7. Participates in planning long and short-term development strategies with the team to solicit funds and meet department fundraising targets. 8. Assesses client needs, manage own schedules. 9. May present lectures at industry conferences. 10. May perform other duties as assigned. Required Skills & Abilities
1: Ability to review, interpret, and synthesize a large volume of data into clear, concise analysis while working in a deadline-orientated environment. Strong computer skills. 2: Superior written and oral communication skills. Ability to maintain strict confidentiality. Ability to deliver analysis with an appropriate balance of brevity and substance and convey financial, statistical, and industry information in accessible language. 3: Excellent organizational and problem-solving skills with ability to initiate and apply creative solutions. Native curiosity and interest in learning new things. Capable of generating new approaches to uncovering difficult to find or difficult to determine information. 4: Dependable, tactful, good ethical judgment. Ability to work well both independently and as part of a team. Ability to maintain high standards for self and others, take interest and pride in improving skills, surpass expectations and put forth best product as an individual and as a team. 5: Commitment to an inclusive workplace. Preferred Education, Experience and Skills:
Background in data analysis, fundraising operations and/or other field(s) requiring high attention to detail and data-driven decision making. Proficient in Microsoft Excel. Experience with fundraising or other constituent relationship management databases.
Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New Haven Hiring Initiative, or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale! Overview
The Prospect Management Analyst is a key member of the Prospect Development team in the Yale Office of Development, providing critical support for fundraising initiatives. Prospect Management provides governance and best practice recommendations for portfolio management and moves management processes across Yale's diverse fundraising units. Principal Responsibilities
1. Identifies, investigates, analyzes, organizes and evaluates information yielded from a variety of sources to determine a donor prospect's financial capacity, ability to give, philanthropic interests, and relationship to the University. 2. Devises research strategies and methods to identify potential donors and/or new donor prospects. Identifies the type of information to look for and determines what relevant donor information (biographical and financial, philanthropic interest, history of previous donations, prior university solicitation, etc.) is needed to craft fundraising and cultivation strategies. 3. Identifies new sources of wealth and tracks existing sources to strengthen donor relationships with the University. 4. Analyzes financial publications and corporates disclosures to deepen relationships with current donors and to identify new donor prospects to build a robust University donor base. 5. Writes donor prospect briefings for development team. 6. Investigates new donor prospects and constantly re-evaluates and monitors established donor sources. 7. Participates in planning long and short-term development strategies with the team to solicit funds and meet department fundraising targets. 8. Assesses client needs, manage own schedules. 9. May present lectures at industry conferences. 10. May perform other duties as assigned. Required Skills & Abilities
1: Ability to review, interpret, and synthesize a large volume of data into clear, concise analysis while working in a deadline-orientated environment. Strong computer skills. 2: Superior written and oral communication skills. Ability to maintain strict confidentiality. Ability to deliver analysis with an appropriate balance of brevity and substance and convey financial, statistical, and industry information in accessible language. 3: Excellent organizational and problem-solving skills with ability to initiate and apply creative solutions. Native curiosity and interest in learning new things. Capable of generating new approaches to uncovering difficult to find or difficult to determine information. 4: Dependable, tactful, good ethical judgment. Ability to work well both independently and as part of a team. Ability to maintain high standards for self and others, take interest and pride in improving skills, surpass expectations and put forth best product as an individual and as a team. 5: Commitment to an inclusive workplace. Preferred Education, Experience and Skills:
Background in data analysis, fundraising operations and/or other field(s) requiring high attention to detail and data-driven decision making. Proficient in Microsoft Excel. Experience with fundraising or other constituent relationship management databases.