Associate Prospect Research & Analytics Specialist

About the role

Assists in identifying prospective individual, foundation, and corporate opportunities using public financial, philanthropic, and biographical data. Helps in creating concise, accurate, and timely research profiles and ratings to support initiatives and strategic plans of the organization.

Responsibilities

• Aids research to develop donor and prospect profiles to move suspects and prospects through the prospect pipeline.
• Helps maintain a steady stream of proactive and reactive research using wealth screening tools and online databases.
• Analyzes wealth, philanthropy, and complex financial data to develop capacity ratings.
• Supports prospect screenings, especially time-sensitive daily screenings.
• Tracks and reports news and information about top donors and prospects.
• Assists in reporting and data integrity for prospect management.
• Assists in identifying potential prospects using in-house tools and information.
• Operates with direct guidance; work assignments are generally straightforward and of moderate complexity.
• Performs related duties as required.

All responsibilities noted here are considered essential functions of the job under the Americans with Disabilities Act. Duties not mentioned here but considered related are not essential functions.

Requirements

• Bachelor’s Degree required, or equivalent combination of education and related experience.
• 1-2 years of relevant experience.

Pay

The salary range and/or hourly rate listed is a good-faith determination of potential base compensation that may be offered to a successful applicant for this position at the time of this job advertisement and may be modified in the future. When determining a team member's base salary and/or rate, several factors may be considered as applicable (e.g., location, specialty, service line, years of relevant experience, education, credentials, negotiated contracts, budget, and internal equity).