Prospect Management Analyst, Prospect Development

Position Focus :

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 and the university’s For Humanity capital campaign.

Prospect Management provides governance and best practice recommendations for portfolio management and moves management processes across Yale’s diverse fundraising units.

The Prospect Management Analyst is part of a team responsible for managing processes related to prospect assignments and unassigned prospect pools, and for ensuring those processes align with team and University priorities.

The Prospect Management Analyst will work in partnership with the Deputy Director of Prospect Management, unit staff, and appropriate department leadership to coordinate projects and tasks.

• Activities associated with this role include, but are not limited to, reviewing and summarizing complex information to make prospect management recommendations;
• analyzing and preparing reports on prospect data with Microsoft Excel; monitoring the shared Prospect Management email account to respond to routine requests and escalate complex cases;

annual review, maintenance, and reporting of prospecting programs; and completing data integrity audits to ensure all prospect management data is up to date and accurate.

The Prospect Management Analyst regularly utilizes Hopper, the university’s donor / alumni database, and Excel to perform data analysis as well as PowerBI tools to prioritize prospects based on region, engagement, past giving, and pipeline impact.

Essential Duties

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 Education and Experience

Bachelor’s Degree and two years of related work experience or an equivalent combination of education and experience.

Required Skill / Ability 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.

Required Skill / Ability 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.

Required Skill / Ability 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.

Required Skill / Ability 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.

Required Skill / Ability 5 :

Commitment to an inclusive workplace. Ability to engage with diverse audiences (age, gender, nationality, race / ethnicity, profession, sexual orientation, etc.).

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.

Weekend Hours Required?

Occasional

Evening Hours Required?

Occasional

Drug Screen

Health Screening

Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements.

All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

COVID-19 Vaccine Requirement

The University maintains policies pertaining to COVID-19. All faculty, staff, students, and trainees are required to comply with these policies, which may be found here :

Posting Disclaimer

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position.

Employees will be assigned specific job-related duties through their hiring departments.