Prospect Management Analyst, YSM

Prospect Management Analyst

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The Prospect Management Analyst is a key member of the School of Medicine Office of Development and Alumni Affairs, 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 the school's fundraising teams.

The Prospect Management Analyst will be 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 Senior Director of Development Information and Donor Services, Data Analyst, central Prospect Management team, 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 routine requests and escalating 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

• 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.
• 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.
• Identifies new sources of wealth and tracks existing sources to strengthen donor relationships with the University.
• 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.
• Writes donor prospect briefings for development team.
• Investigaes new donor prospects and constantly re-evaluates and monitors established donor sources.
• Participates in planning long and short-term development strategies with the team to solicit funds and meet department fundraising targets.
• Assesses client needs, manage own schedules.
• May present lectures at industry conferences.
• 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-oriented 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.

Principal Responsibilities

Required Education and Experience

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

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.

Health Requirements

Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.

Posting Disclaimer

Salary offers are determined by a candidate's qualifications, experience, skills, and education in relation to the position requirements, along with the role's grade profile and current internal and external market conditions.

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

The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual's sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran. Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Note

Yale University is a tobacco-free campus.