The Prospect Research Analyst is responsible for the systematic identification, assessment, analysis, and maintenance of capacity and inclination information for Pepperdine constituents as well as the preparation of prospect and donor profiles supporting advancement meetings. This position analyzes, interprets and formats biographical, professional, and financial information needed to facilitate the solicitation of private funds from individual donors by the university’s development staff. The Prospect Research Analyst reports to the Director, Prospect Development.
- Utilize a variety of research techniques, as well as internal and external data sources, to identify and prioritize new prospects for gift officer assignment by Prospect Management staff. Identify, develop, analyze and maintain information regarding Pepperdine prospects at various giving levels. Determine wealth indicators and liabilities to develop appropriate financial capacity ratings.
- Analyze, interpret, update, and format biographical, professional, and financial information into concise report formats for various fundraising constituencies, including development officers, senior development staff, and university leadership.
- Update constituent records and associated supporting documents in RE/NXT with new information gathered through research processes. Maintain data integrity in all Prospect Research managed fields to ensure data is up-to-date for automated reports. Work with Gift Officers to ensure data points are in place for briefings prior to delivery to executive team.
- Provide appropriate materials in response to requests for information, including but not limited to, summary information to support solicitation, stewardship events, and other development-related information as requested by development staff.
- Review and update Prospect Research processes and services to ensure alignment with individual, departmental, and institutional fundraising goals through appropriate consultation with the Director, Prospect Development and other subject matter experts across the Office of Advancement.
- Pursue professional development opportunities to stay up-to-date on changes and new developments in the field of development research, including regular connection with peer institutions to identify best practices and developing trends.
- Perform other duties as assigned.
- Uphold University mission through work performed.
The above information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Skills and Qualifications
Required: Bachelor's degree; three or more years experience in networked computer environments; two years experience in a role that has provided prospect research support to gift officers, required; a minimum of two years experience with and knowledge of the features and capabilities of an Advancement database software (Raiser’s Edge highly preferred); two years of general office experience required; experience with Microsoft Office products, and minimum two years experience with data entry procedures. Experience with database programs and Microsoft Office products, specifically proficient in Excel essential; excellent analytical, problem-solving, interpersonal, and communication skills, including written and verbal; strong organization and time management skills, including the ability to set priorities and manage multiple projects simultaneously while working with minimal guidance; experience that demonstrates an inquiring mind, attention to detail, accuracy, meeting deadlines, internet research tools and techniques; demonstrated ability to work in and collaborate effectively in a team structure; ability to listen actively, effectively convey information, negotiate, identify the nature of problems and bring them to resolve.
Preferred: Two years of experience in a role that provides research support to gift officers for domestic and international prospects; experience with database software features and capabilities, preferably RE/NXT; experience in a data position within Advancement with RE/NXT or a comparable database system and Microsoft Excel experience; experience with Blackbaud ResearchPoint, Wealth-X, iWave, RelSci, and/or other prospect research-specific tools.
Qualified individuals should be able to articulate a strong commitment to diversity, and have the ability to work effectively with individuals from different backgrounds.
Offers of employment are contingent upon successful completion of a criminal, education, and employment screening. Qualified individuals with criminal histories will be considered for employment in compliance with applicable laws.
This is a Restricted, Nonexempt, 40 hour per week position.
Expected Pay Range: $25.96 - $28.84 per hour
The above pay range reflects what Pepperdine University reasonably expects to pay for this position at time of posting. Actual compensation may vary based on relevant factors such as work experience, market conditions, education/training, and skill level. In addition to base pay, Pepperdine offers a robust and highly competitive benefits package.