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.
- Research, gather, and compile structured and unstructured data.
- Maintain computerized collection and tracking of relevant data.
- Assess gift capacity of potential donors.
- Assist approximately 10 or more development officers of assigned colleges/units in prospect strategy development and documentation.
- Write narrative reports on financial, philanthropic, professional, and biographical information for a range of audiences.
- Collect, analyze, and organize information from a variety of sources pertaining to a constituent’s philanthropic capacity, charitable interests, and relationship to the university.
- Develop deliverables ranging from comprehensive narrative research and donor profiles/bios.
- Serve as trainer for new and existing end users.
- Provide key support and insight in the maintenance of viable portfolios via portfolio review sessions (including meeting preparation and follow up); provide ongoing analysis and analytics of portfolios, moves and stages.
- Provide corporate/foundation research as needed.
- Identify new prospects for fundraising and other initiatives.
- Track news alerts and manage information updates to be saved in the donor database.
- Assist in maintenance of fundraising pipeline and gift solicitation data integrity, and conducts monthly check-ins with development officers.
- Work under guidelines governed by unit procedures, processes, and manuals.
- Identify required data, information, materials, and resources needed to complete/perform a project.
- Identify improvements and originate and develop new solutions which depart from traditional and existing patterns.
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.