Database & Prospect Research Analyst - Orlando Health Foundation

Responsibilities

• Identifying and evaluating prospects for major gift support
• Conducting biographical, financial and demographic research using various prospect resource tools, as well as internet, published, in-house and interview sources
• Utilize donor & patient database to proactively identify opportunities through data mining, predictive modeling, and statistical techniques, in order to build robust identified pools for development units
• Identify new prospects, corporations, and foundations using internal data, screenings and subscription tools
• Collaborate with major gift development officers to implement strategies for identifying new prospects and conduct independently managed research projects to identify and evaluate potential donors
• Review, evaluate and assist major gift officers in re-prioritizing prospect portfolios, prospect pools, using predictive modeling, screening and statistical techniques
• Developing and disseminating information that supports planning and decision making
• Complex problem resolution and documentation
• Perform research prequalification on prospects, conducting in-depth research on prospects as needed
• Maintains accurate and complete information on all constituents
• Prepares queries, reports, and exports for mailings, email, donor annual reports and events
• Affords assistance in training Foundation team members on basic features of donor database in order to maintain database integrity
• Imports new and updated information into the Raiser’s Edge database and/or List Management
• Develops and Completes projects under the guidance of the Foundation Database & Research Manager
• Affords assistance in trainings and other processes that will enhance team efficiencies and overall department knowledge
• Safeguard the confidentiality of donor information at all times
• Upholds Foundation and Hospital policies’ regarding confidential information
• Adheres to ethical and confidentiality guideline of both Orlando Health and Association of Professional Researchers for Advancement (APRA)
• Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA and other federal, state and local standards
• Maintains compliance with all Orlando Health policies and procedures

Qualifications

• Bachelor’s Degree required
• Three (3) years of experience in fundraising or closely related field, to include: Prospect research, data analysis, relationship management, or prospect management, are essential
• At least 2 years’ experience using BlackBaud Raiser’s Edge or equivalent CRM system, required
• Familiarity with databases such as LexisNexis for Development Professionals (LNDP), Wealth Engine, iWave, and Wealthpoint
• Experience with interpreting financial data such as SEC documents and 990s
• Proficiency in Microsoft Office (Word, Excel, Outlook, and PowerPoint) required
• Excellent analytical and interpersonal skills, including ability to express all appropriate information clearly and concisely, whether written or verbal