Prospect Information Analyst
Position Title: Prospect Information Analyst
Reports to: Director of Prospect Analytics
Job Classification: Administrative
Maintain Prospect Management records in the Advance database including all data entry and produce reports on current and potential donor prospects and their relationship status with the University. Assist the Prospect Development Department with daily functions.
Detailed Duties and Responsibilities:
- According to established guidelines, maintain moves management data in the Advance database by creating prospect records with the appropriate stage and classification and making prospect manager assignments.
- Attend portfolio review meetings and moves management meetings with development officers.
- Work with IAIS staff in maintaining prospect management records.
- Participate in clean-up efforts in existing prospect management records.
- Provide reports both proactively and as requested on individual or collective gift officer prospect pools, including analysis of portfolio size and activity.
- Maintain policies and procedures on Prospect Management and serve as central resource for questions regarding Prospect Management policies and procedures.
- Enter Prospect Development requests in assignment database and upload documents to electronic library and alumni database.
- Assist with the preparation of the weekly and monthly Alumni Promotions and Awards Report (Alumni Report) by processing news articles, confirming alumni information in alumni database and other electronic databases.
- Provide assistance with the preparation of research documents by utilizing online research databases and compiling research into Word documents and/or Excel spreadsheets
- Provide assistance with research projects that involve using online databases and compiling data in spreadsheets.
- Facilitate meetings of Prospect Development staff with gift officers and others, compiling and disseminating minutes and agendas as necessary.
- Other duties as assigned.
Time to Task Allocation:
Prospect Record Creation and Assignment Changes
Prospect Record Maintenance
Prospect Record Reports
Prospect Development Administrative Tasks – processing news articles, entering assignments in FileMaker Assignment Database and uploading documents to Advance database.
Qualities and Characteristics:
- 3-5 years related experience in a non-profit research or advancement services position or an equivalent combination of acceptable training and experience;
- Working knowledge of database integrity and maintenance required;
- Working knowledge of Ellucian Advance or non-profit alumni/donor database preferred;
- Working knowledge of online databases and the internet
- Demonstrated attention to detail, particularly around financial, professional and/or confidential information
- Working knowledge of Microsoft Office, including Word, Outlook, Excel and PowerPoint;
- Commitment to excellence in customer service;
- Well-developed organizational and interpersonal skills;
- Strong oral and written communication skills;
- Sensitivity to confidential information and discretionary judgment for making disclosures and keeping confidences;
- Ability to function independently and to contribute to a team effort;
- Willingness to learn and improve.
Professional presentation & actions clause as a requirement for employment
- Demonstrates integrity, confidence, enthusiasm, initiative, analytical ability, a sense of humor, the capacity to inspire cooperation, excellent verbal and written communications, understanding of the vital importance of applied and experiential higher education, and understanding of the breadth and complexity of a major research university.
- Proven skills in organization, listening skills and ability to function as a team player.
Success in the workplace depends on a strong commitment to the tasks assigned, respect for others and confidentiality in handling, and dealing with prospects, and sensitive constituent information. Honesty, integrity and treating others with respect are expected at all times. Additionally, all employees are expected to have good presentation skills and excellent verbal and written skills.
Drexel University is an Equal Opportunity/Affirmative Action employer, welcomes individuals from diverse backgrounds and perspectives, and believes that an inclusive and respectful environment enriches the University community and the educational and employment experience of its members. The University prohibits discrimination against individuals on the basis of race, color, national origin, religion, sex, sexual orientation, disability, age, status as a veteran or special disabled veteran, gender identity or expression, genetic information, pregnancy, childbirth or related medical conditions and any other prohibited characteristic. Please visit our website to view all University Policies and Workplace Postings.
Background investigations are required for all new hires as a condition of employment, after the job offer is made. Employment may not begin until the University accepts the results of the background investigations.
For additional information please contact Shelley Kardon, email: firstname.lastname@example.org phone: 215-895-0484 or apply on Drexel Jobs.