Prospect Research Analyst (Finance)
Department: Development Salary: Commensurate with Experience/Education
Description:
Directs an ongoing university program to ensure that prescribed activities are carried out in accordance with its mission and/or specified objectives. Prepares short- and long-term goals and objectives.
1. Plans, develops and administers methods, strategies and procedures for meeting program objectives; directs and oversees the daily activities of staff members.
2. Prepares and monitors the annual budget and ensures that expenditures are within budget allocation.
3. Directs and coordinates personally, or through subordinate personnel, activities concerned with carrying out the objectives of the program.
4. Directs the preparation of and reviews reports and records of activities to ensure progress is being accomplished toward specified program objectives; modifies or changes methodology as required to redirect activities and attains objectives.
5. Analyzes trends within program areas, maintaining expert awareness of program information and change needs.
6. Formulates, implements, and maintains appropriate policies and procedures concerning program administration.
7. Manages and administers grant for program, including meetings, communication coordination, scholarships and other operations.
8. May prepare or participate in the preparation of proposals to obtain grants from state and federal agencies, and private foundation sponsors.
9. Performs other job-related duties as assigned.
MQ:
Education: Requires a thorough understanding of both theoretical and practical aspects of an analytical, technical or professional discipline; or the basic knowledge of more than one professional discipline. Knowledge of the discipline is normally obtained through a formal, directly job-related 4 year degree from a college or university or an equivalent in-depth specialized training program that is directly related to the type of work being performed. Experience: Requires a minimum of three (3) years of directly job-related experience.
Additional Duties:
•Proactively identify and qualify new donor prospects with UH affiliation using a variety of research tools (e.g., iWave, ResearchPoint, Lexis Nexis and other resources), wealth screenings, internal data mining, and reliable external website and data sources.
•Understand, evaluate and rank potential donors using the LAI framework to assess linkage, ability and interest of potential donors/alumni and prospects.
•Evaluate donor capacity through real estate holdings, SEC filings, compensation data, business affiliations, business valuation and philanthropic history following standard business practices.
•Monitor news, publications, philanthropic data, and other resources to identify significant wealth events, news, updates and other affiliations tied to potential donors and share these stories with gift officers/relevant teams and ensuring this data is accurately captured in BBCRM.
•Contribute to strategic portfolio reviews and support moves management tracking and reporting.
•Collaborate with Director of PMR, prospect research, prospect management analyst and front-line fundraisers to ensure timely follow-up and strategic next steps for newly identified prospects and strategically build and optimize their assigned fundraising portfolio using MG prospects. Flag and review prospects for re-assignment.
•Update and maintain accurate and up-to-date biographical - addressing and contact data, financial, and engagement, research rationale and other data within the university's BBCRM to enhance and support organizational information infrastructure.
•Meet or exceed monthly metrics and performance goals related to reactive/proactive prospect identification and capacity ratings.
Additional Job Posting Information:
- Department is willing to accept education in lieu of experience.
- Department is willing to accept experience in lieu of education.
All positions at the University of Houston-System are security sensitive and will require a criminal history check.
The University of Houston System and its universities are Equal Opportunity Institutions. Everyone is encouraged to apply.
