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Tufts University · 1 month ago

Associate Director, CFR Research, Prospect Development

Boston, MA

Full-time

Onsite

Lead/Staff, Director/Executive

$72K/yr - $109K/yr

5+ years exp

Tufts University is seeking an Associate Director for Corporate and Foundation Research within its Advancement Division. This role will be responsible for advancing the university's fundraising strategy by delivering high-quality research and insights to maximize philanthropic potential, while also managing a research team and developing a customized prospect management system.

BiotechnologyHealth CareMedical

Responsibilities

Provide accurate and timely research products to the CFR team

Use broad range of electronic and printed information sources as well as in-house information to research and qualify prospects, with emphasis on uncovering connections between potential funding sources and the funding needs of the University

Collect and analyze relevant information on corporations, foundations, and individuals

Interpret financial information from IRS Form 990s, SEC documents, corporate press releases, corporate filings and websites, private company data, foundation filings and websites, and other market indicators to assess viability and potential capacity to contribute to Tufts

Prepare short biographies and briefs as well as full profiles on organizations and individuals

Respond to reference questions from Tufts staff

Proactively facilitate information sharing between UA staff members, gift officers, and research staff on high-level corporation and foundation prospects and their relationships with the University’s individual prospects and contacts

Proactively screen and identify prospective donors through routine reviews of newspapers, periodicals, and business publications

Identify new prospects using a variety of tools including database mining, published print sources, and electronic media

Follow industry trends, rising new fields, promotions, M and A events, IPOs, etc. and update data in AIM, alerting anyone in UA who can act on the information

Review assigned publications and other resources to uncover current information about higher education, philanthropy, and trends in various constituency fields, (i.e. dental, medical, veterinary, nutritional, etc.)

Disseminate information to appropriate development staff and follow up appropriately

Work seamlessly with Prospect Management colleagues to reinforce policies and assist CFR officers in the proper utilization of AIM

Work with colleagues to review and maintain prospect data in AIM

Identify database areas that need improvement (e.g., identifying duplicate records, completing incomplete entity hierarchies, identifying employees within corporations and foundations who serve on corporate boards, etc.)

Participate in the design and implementation of projects that keep the data dynamic and accurate

Meet regularly with various members of the CFR team to debrief on prior meetings and to plan for future research needs. Work to maintain a dynamic and current prospect pipeline with information gleaned from these meetings

Work with CFR officers and Prospect Management to assess prospects within portfolios, and assist in making recommendations for deactivating, creating, assigning, or reassigning prospects as necessary

Generate lists and data from the database to assist CFR officers in working with their travel and visit plans to ensure that they are meeting with the best prospects

Attend and participate in development group meetings

Participate in organization-wide committees, task forces, or other appropriate groups

Keep abreast of new trends, sources, and techniques in prospect research

Identify and evaluate, in collaboration with the Research team, new research sources, tools, and publications to determine their viability

Evaluate "free" web sources and share results with other researchers

When applicable, share prospect research expertise with development officers and administrative staff

Assist with new template development for CFR prospect research products

Determine which subscription resources are necessary to produce these products

Monitor and update the templates over time, as needed

Collaborate on the new interest codes being developed in AIM by the OPD team

Establish new protocol and procedures for the CFR research products

Create CFR-specific onboarding materials for researchers and CFR officers and update UA4You (the UA intranet)with this new information

Lead special projects defined as priorities as assigned or self-generated

Identify cross-cutting inter- and intra-departmental projects that will advance the strategic direction of UA

Manage CFR research analyst. Provide coaching, support, and professional development. Perform timely performance reviews

Work closely with the Director of Prospect Management and Senior Director of Prospect Development to assist with the training and onboarding of all new research staff

Diplomatically manage up, across, and down OPD and University Advancement. Serve as a strategic liaison between the CFR and OPD teams

Clearly and effectively set and manage expectations around research products, their delivery, and complexity

Deftly negotiate deadlines and deliverables, balancing the needs of the CFR unit with the bandwidth of the OPD research staff

Set priorities and adapt as projects and assignments shift and evolve

Provide strategy and support to OPD staff in relation to all CFR research efforts

Foster professional development and training for other OPD researchers in order to enhance and scale up OPD’s capacity to provide greater support to the CFR team

Review information sources and keep abreast of new technology and research strategies

Qualification

Prospect researchData analysisFundraising strategyAIM databaseSalesforceTableauMicrosoft OfficeWritten communicationVerbal communicationProject managementTeam management

Required

Knowledge and skills as typically acquired through a Bachelor's degree and 5-7 years of related experience working in prospect research

Familiarity with complex fundraising databases/CRMs

Proficiency in office software, including Microsoft Word, Excel, and PowerPoint

Knowledge and experience in higher education, non-profit or healthcare advancement

Ability to communicate and explain complex concepts to a varied audience

Strong written and verbal communication skills

Preferred

Specific knowledge of fundraising related aspects of a research university is highly desired

Specific knowledge of corporate and foundation-related prospect research is preferred

Previous experience managing direct report(s) is strongly preferred

Company

Tufts University

Glassdoor4.1

With four campuses in Massachusetts, Tufts is a research university committed to helping students and faculty generate bold ideas, innovate, and become active citizens of the world.

Founded in 1979

Boston, Massachusetts, USA

10001+ employees