Prospect Strategy Analyst III
Summary
This position provides timely prospect research and identification, and assists in the maintenance of accurate pipeline data to inform colleges/units of fundraising strategy and decision-making. Will have a primary responsibility for leading projects and/or activities.
Examples of Work
Job functions are specific duties that would be included in the essential functions of the job description. These functions are not all-inclusive nor do they cover the full extent of the duties performed.
- Provide professional prospect development, analytical research and information services in support of the fundraising goals and objectives of UF Advancement.
- Identify and assess financial capacity, philanthropic tendencies, giving propensity and connections to UF for major gift prospects in support of fundraising goals and objectives.
- Prepare thorough, accurate and timely profiles on UF constituents (alumni, friends, parents, corporations and foundations) as needed to support fundraising initiatives. Use a variety of analytical techniques to resolve or provide information regarding complex research and data problems.
- Utilize a variety of reference materials, online databases, Internet, and governmental or other agency resources to obtain information on prospects or funding sources for gifts to the University.
- Develop a comprehensive knowledge of the donor database and expertise in retrieval of information.
- Attend and participate in meetings, workgroups, committees, and other internal
- Lead and execute special campaign projects as identified by leadership, which may include leading a workgroup, conducting targeted research and analysis, partnering with units and internal groups, and developing and executing recommendations.
- Review and monitor ongoing projects and elevate any obstacles to appropriate vertical lead for resolution.
- Produce a quarterly progress report for PSR leadership on status and results of projects.
- Act as a strategic partner for assigned development officers (DOs) within colleges/units in prospect strategy development and documentation.
- Supervise team members in assigned vertical, including hiring, onboarding, training and professional development, delegating duties, mentoring, certifying time and attendance, performance management (including annual appraisal) and performance action plans.
- Provide comprehensive orientation and facilitate ongoing professional development for managed staff ensuring a high level of service delivery to PSR team partners.
- Drive a consistent approach to research and prospect management across units through regular communication with unit leadership and staff, ongoing training, and alignment with campaign
- Adhere to guidelines governed by unit procedures, processes, and manuals.
Education and Experience
Master’s degree in an appropriate area of specialization and two years of relevant experience; or a bachelor’s degree in an appropriate area of specialization and four years of relevant experience.
Licensure and Certification
N/A
Supervision
This position may have supervisory responsibility.
Competencies
- Collaboration**
- Stakeholder Focus**
- Manages Execution**
- Accountability**
- Adaptability/Innovation**
- Effective Communication**
- Critical Thinking**
- Organizational Acumen**
To see common career pathways for each position at the University of Florida please visit the Career Paths section of the UFHR website.