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Belmont University · 2 days ago

Prospect Research and Management Analyst

Nashville, TN

Full-time

Onsite

Senior Level

5+ years exp

Belmont University is seeking a qualified Prospect Research and Management Analyst to support its fundraising success. The Analyst will provide high-quality prospect research, manage portfolios, and ensure accurate prospect data to align with fundraising priorities.

Higher Education

Growth Opportunities

Responsibilities

Conduct comprehensive research on individuals, corporations, and foundations using internal systems and external research tools

Prepare donor profiles, capacity assessments, and briefing materials for frontline fundraisers, senior leadership, and executive engagements

Analyze philanthropic capacity, inclination, and affinity to support prospect qualification and solicitation strategy

Support proactive prospect identification efforts, including discovery pools and event-based research

Support the maintenance of prospect portfolios, including assignments, reassignments, moves management, and proposal tracking

Enter and maintain opportunities, goals, stages, and contact reports in the CRM and/or portfolio management system

Assist with portfolio reviews by preparing metrics, pipeline summaries, and aging reports

Monitor portfolio health indicators such as capacity distribution, activity levels, and proposal progress

Partner with frontline fundraisers to support effective portfolio strategy and data usage

Provide guidance to fundraisers on prospect management expectations, data entry standards, and system usage

Collaborate with Advancement Services teams to continuously improve prospect development processes

Produce standardized prospect and portfolio reports for fundraisers and leadership

Assist with tracking fundraising metrics, proposal activity, and pipeline performance

Support data-driven decision-making through analysis of trends, gaps, and opportunities within portfolios

Qualification

Prospect ResearchData StewardshipCRM ExperienceAnalytical ThinkingMicrosoft OfficeCritical ThinkingProject ManagementWritten CommunicationOral CommunicationDiversity AwarenessCollaborationFast-paced Environment

Required

Analytical Thinking: Ability to identify issues, obtain relevant information, relate and compare data from different sources, and identify alternative solutions

Critical Thinking: Interprets and seeks information, uses independent reasoning to diagnose the root cause of situations or issues, identifies and tests solutions and thinks beyond what is typical or customary. Uses information to determine benefits and impact in making decision and/or recommendations

Project/Program/Service Management: Ability to coordinate and administer programs/project activities and protocols. Ability to manage resources, monitor activities, and assess risks and quality issues associated with the program/project

Written and Oral Communications: Ability to present information to individuals or groups; ability to deliver presentations suited to the characteristics and needs of the audience. Ability to convey information clearly and concisely to groups or individuals either verbally or in writing to ensure that they understand the information and the message. Ability to listen and respond appropriately to others. Ability to impact and influence others to further the institution's strategic objectives

Technical, Computer, and Software Skills: Ability to use Microsoft Office (Excel, PowerPoint, Word) and basic databases and software. Experience with advancement CRMs (e.g., Raiser's Edge NXT, Blackbaud CRM, Salesforce NPSP/Affinaquest). Familiarity with prospect research tools (e.g., LexisNexis, Foundation Directory, WealthX, DonorSearch, iWave)

Experience working in a fast-paced environment and the ability to respond to high-pressure situations. Ability to thrive in an environment of hard work

Ability to work effectively with a wide range of constituencies in a diverse community

A bachelor's degree in a discipline requiring the study of research techniques and information interpretation, such as journalism, library science, or business is required

5 years of experience in higher education, fundraising or research is required