Research and Prospect Management Analyst
Job Details
Experienced
Portland State University Foundation - Portland, OR
Full Time
Bachelor's Degree or equivalent
$47,819.00 - $62,164.00 Salary/year
Day
Research

At the PSU Foundation, we believe in the power of higher education to transform lives. We are a mission-driven organization focused on advancing Portland State University through relationships, community connections and philanthropy. As part of our team, you’ll join a group of passionate, committed and engaged individuals working to empower students, faculty and the communities we serve. Join us.

 

The Opportunity:

The PSU Foundation is currently searching for a creative, thoughtful and detail-oriented Research and Prospect Management Analyst to join our team of highly talented individuals who work together to advance the mission of higher education. The Research and Prospect Management Analyst is responsible for a variety of research and prospect management activities in support of the fundraising efforts of Portland State University. The person in this role performs prospect identification, research, portfolio and plan analysis, audits and updates in the constituent relationship management database (CRM), and assists with development of donor engagement strategies. This position reports to the Director of Research and Prospect Management.

 

Essential Duties:

  • Conducts a variety of proactive and reactive research on current and prospective donors, from basic demographic information to in-depth biographical, relational, financial and philanthropic research.
  • Locates and evaluates financial, philanthropic and biographical data from both internal and external sources.
  • Produces research deliverables that provide the requested information accurately and effectively and ensure the research is documented in the CRM (Blackbaud CRM).
  • Monitors and maintains the integrity of data related to research and prospect management, including portfolios, plans, opportunities, contact reports, constituent information and research deliverables.
  • Analyzes portfolios and prospect plans, follow up with development staff regarding missing or incomplete information and provide feedback on portfolios, keeping prospects moving through the fundraising cycle.
  • Trains and advises development staff to navigate the CRM to find research data and prospect management information and promote best practices for data-driven major gift fundraising.
  • Identifies prospective donors to maintain a pool of leads for monitoring and referral to development staff.
  • Participates in strategy sessions, providing research to assist with development of donor engagement strategies.
  • Recommends improvements or modifications to prospect management reports, dashboards, and audits.
  • Other research and prospect management duties and special projects as assigned.

 

Required Qualifications:

  • Bachelor’s degree, preferably in a research-based discipline.
  • Two years of experience in fundraising research and/or prospect management.
  • Strong proficiency in Microsoft Office, Excel, Outlook, and the Google suite of products.
  • Highly organized, detail-oriented and efficient, with demonstrated ability to accurately and effectively manage complex projects and handle confidential information.
  • Excellent analytical skills and knowledge of research techniques, including ability to locate and evaluate financial, philanthropic and biographical data from both internal and external sources.
  • Problem solving skills with proven ability to strategize, prioritize and multi-task to meet goals and deadlines.
  • Excellent written communication skills with the ability to compose and edit a variety of materials.
  • Ability to work both independently and with a team of diverse stakeholders.
  • Successful completion of a background check is required.

 

Preferred Qualifications:

  • Experience working with Blackbaud CRM.
  • Research and prospect management experience in higher education.

 

Characteristics and Cultural Competencies:

  • Results-oriented professional who can set, pursue, and achieve goals.
  • Ability to manage multiple projects and duties, while paying careful attention to details and meeting deadlines.
  • Enjoy grasping complex subjects and synthesizing them into compelling messages.
  • Seeks opportunities to gain experience working and collaborating in diverse, multicultural, and inclusive settings with a willingness to change for continual improvement.
  • Service-oriented and able to build productive professional relationships.
  • Strong interpersonal and communication skills.
  • Ability to maintain strict confidentiality of donor and financial records and information.
  • Flexible and self-directed with high standards for personal and team performance.
  • Affinity for the mission of higher education.
  • Creates an environment that acknowledges, encourages, and celebrates differences.
  • Functions and communicates effectively and respectfully within the context of varying beliefs, behaviors, orientations, identities, and cultural backgrounds.
  • Seeks opportunities to gain experience working and collaborating in diverse, multicultural, and inclusive settings with a willingness to change for continual improvement.
  • Is committed to the core values that guide our ethical, professional approach to our work: collaboration, integrity, transparency, empowerment, donor-centric.

 

Other Essential Information:

  • Department: Development, Central
  • Workdays/Hours: Full-time
  • Benefits Eligible. For a full list of our awesome offered benefits, please visit: https://www.psuf.org/careers
  • Compensation: $47,819 to $62,164 (depending on experience)

 

PSU Foundation an EEO employer. To learn more about the foundation, our strategic direction and our financial impacts, please visit: https://www.psuf.org/about-psu-foundation Ready to apply? We are looking forward to hearing from you! Please visit: www.psuf.org/careers to apply.

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