Employer Name: Santa Clara University
Job Title: Prospect Analyst

Job Summary: Reporting to the Senior Director of Prospect Management and Analytics, the Prospect Analyst is responsible for supporting SCU's fundraising programs to meet the campus fundraising goals and objectives. The Prospect Analyst works in close partnership with assigned development officers and/or units to oversee proactive prospect identification, prospect research, portfolio development, and moves/prospect management. In addition, the Prospect Analyst provides reliable and timely qualitative and quantitative data and trend analysis, supporting the strategic and tactical planning and operational effectiveness of the university's fundraising.


Job Duties: 1. Major Responsibilities:  Proactively identify and research successful and generous prospective donors whose philanthropic interests match the University's priorities and initiatives. Research, analyze, and maintain information on prospective donors' backgrounds, interests, and capacity to give using a variety of electronic databases, publications, and on-line services. Respond in a timely manner to all research inquiries, either by phone, in face-to-face meetings, or with written memoranda which may include financial assets, potential for philanthropic support, business and professional affiliations, areas of interest and other university affiliations. Interpret and analyze biographical and financial information on individuals and where appropriate, corporations and foundations, based on fundraising strategies and objectives. Serve as an independent, internal consultant to several development officers and/or units; provide targeted services that support fundraising strategies and priorities. Conduct regular portfolio reviews with assigned development officers, to advise prospect strategy, track pipeline development, and optimize portfolios. Support and promote the PMA program, including conducting prospect strategy meetings, prepare routine reports of prospect information, and training development officers and other staff on prospect management guidelines and procedures. Review daily, weekly, or monthly internal and external publications, and manage and maintain alumni tracking alerts. Track offerings of publicly-held companies (IPOs); track and monitor top philanthropist listings. Coordinate proactive use of the CLARA (CRM) database to support moves management, including moves tracking, proposal tracking, and task management. Assist the Senior Director in developing, documenting, and implementing policies and procedures for managing prospect information, and coordinating PMA team projects and workflow. 2. Other duties as assigned.
Job Requirements: Education: Bachelor's degree required. Years of Experience - Direct professional experience in research, analytics, fundraising, or related fields highly preferred.

First Name: Sharise
Last Name: Harrison
Phone: 408-551-1815
Email: [email protected]

 
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