Senior Prospect Research Analyst, Office of Advancement Georgetown University
Location: Washington, D.C.
Internal Number: 2710447
Senior Prospect Research Analyst, Office of Advancement Georgetown University
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Senior Prospect Research Analyst, Office of Advancement - Georgetown University
The Senior Prospect Research Analyst is an information professional with responsibility for conducting in-depth biographical and financial research and assessing individual wealth and philanthropic capacity using a variety of sources and advanced techniques. They will primarily be researching and writing briefings for Georgetown University's highest-level prospective donors. As a member of the Prospect Development team within Georgetown University's Office of Advancement (OA) department, they will produce thorough, well-written reports and briefing material for use by executive staff, other University leaders, and volunteers, and discovers and interprets assets to accurately evaluate philanthropic capacity. In addition to providing prospect research that enhances the top levels of Georgetown University's pool of prospective individual donors, the Senior Prospect Research Analyst also plays a key role in curating and maintaining accurate and useful prospect data for the department. Excellent organizational, analytical, writing, and interpersonal communication skills are fundamental for this position. Curiosity, imagination, persistence, and a commitment to the highest standards of quality, timeliness, and confidentiality are also essential. This is a new position and the incumbent will contribute first-hand to the overall development, systematization, and success of the Principal Gifts program and work closely with the AVP, Principal Gifts, and their staff to accomplish that.
The Senior Prospect Research Analyst will interact with colleagues at all levels, including program managers and OA executive staff. They will ensure quality, timely, and accurate information on Georgetown University's highest level prospects within the GU360 system and in profiles and briefings for executive staff and members of the Board of Directors. Reporting to the Senior Director, Prospect Development, the Senior Prospect Research Analyst will work closely with the Donor Relations, Principal and Transformative Gifts, Strategic Initiatives, Vice President's office, deployment-related teams, and anyone else involved with high-level prospective donors. They will also work closely with the Records team ensuring the data in GU360 is timely and accurate. The Senior Prospect Research Analyst's work will play an integral role in researching high-level donors for each initiative Georgetown University pursues.
Bachelor's degree in a relevant field
Minimum 2 years of Advancement research, development, fundraising, or equivalent experience, specifically researching donors and prospects at the $1 million+ gift capacity level
High net worth research experience
Demonstrated creative and flexible research skills, including the ability to analyze, interpret, summarize and present information effectively
Skilled in reading and interpreting financial documents and information, including SEC documents/filings, thorough knowledge of financial terms, vehicles, and types of transactions, as well as investment funds and strategy, and the finance, investment, and alternative investment industries
Knowledge of Advancement database/CRM systems
Demonstrated knowledge of prospect screening methodologies, services, tools, and their application in the identification of prospective donors
Well-developed interpersonal skills, including the ability to function well in a multiple-team environment, and ability to prioritize and work independently, responsibly, and meet deadlines.
Excellent oral and face-to-face communication skills, as well as the ability to consistently produce concise, professional written communications
Ability to interact effectively with all levels of staff, including executive-level clients
Experience and references demonstrating scrupulous accuracy and attention to detail, including professional/business writing proficiency - as well as the ability to exercise sound, independent judgment and to follow established protocols and procedures
Advanced knowledge of the MS Office suite of applications (especially Word, Excel, and PowerPoint), and demonstrated ability to use online resources and databases creatively and effectively
Commitment to professional ethics, ability to apply an ethical code, and good judgment; and ability to handle confidential materials and situations with sensitivity and discretion.
Ability to demonstrate Level II competencies in the following areas of the Prospect Research domain of the Body of Knowledge for Prospect Development Professionals: Prospect Research Essentials; Financial Capacity Evaluation and Wealth Indicators; Prospect Interests and Networks/Relationships; Research Checklist and Written and Verbal Skills; and Organization and Fundraising Knowledge.
Work experience in a higher education fundraising or nonprofit environment
Experience using Salesforce
Experience accurately interpreting donors' giving information and presenting it in research products
An understanding of and competency with Apra's Advanced Skill Sets
Experience with Python (including web scraping, data visualization, data analysis, relationship mapping, or geographic analysis)
Experience with SQL, Einstein, and Tableau visualization software
Reading and writing fluency in another language
Work Mode: Telework. Please note that work mode designations are regularly reviewed in order to meet the evolving needs of the University. Such review may necessitate a change to a position's mode of work designation. Complete details about Georgetown University's mode of work designations for staff and AAP positions can be found on the Department of Human Resources Mode of Work Designation.
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