Saint Joseph’s University is a private, Catholic, Jesuit institution and we expect members of our community to be knowledgeable about – and to make a positive contribution to – our mission. Saint Joseph’s University is an equal opportunity employer that seeks to recruit, develop and retain a talented and diverse workforce. The University is committed to the diversity of its faculty and staff so that our students, our disciplines and our community as a whole can benefit from the multiple perspectives it offers. The University seeks qualified candidates who share our commitment to equity, diversity and inclusion. EOE
Saint Joseph’s University prohibits discrimination on the basis of sex in its programs and activities, including admission and employment, in accordance with Title IX of the Education Amendments of 1972. The Title IX Coordinator is responsible for overseeing compliance with Title IX and other civil rights laws and regulations. To contact the Title IX Coordinator, e-mail firstname.lastname@example.org, visit Campion Student Center suite 243, or call 610-660-1145. To learn more about the University’s Title IX policies, the process for filing a report or formal complaint of sex discrimination, sexual harassment, or other form of sexual misconduct, and the University’s response to reports and/or formal complaints, please visit www.sju.edu/titleix. Inquiries may also be directed to the Federal agency responsible for enforcing Title IX, the U.S. Department of Education Office for Civil Rights.
The Prospect Management & Research Analyst will be responsible for researching, evaluating and synthesizing information regarding prospective and realized donors to Saint Joseph’s University. The Analyst will produce and maintain prospect profiles, research briefings and memorandums as they pertain to said constituency. In addition, the Analyst will be responsible for the identification and initial assessment of potential new prospects capable of contributing significant financial support to the University.
The Analyst will assess gift officer portfolios and assist in communicating the health and status of such portfolios utilizing established prospect management policy. The Analyst monitors a variety of sources, both electronic and print, including but not limited to relevant websites, government documents, newspapers, periodicals, screening data and leads from Advancement officers to identify and qualify new prospective donors, as well as to produce clear concise profiles on key prospects and donors as requested
Duties and Responsibilities (Essential Duties):
• Review composition of gift officer portfolios and communicate the health and status of such portfolios with gift officers and explore how improvements can be made (e.g. removal of prospects, which prospects need a contact). • Coordinate the ongoing use of donor screening tools and analytics, utilize wealth screening data to identify new potential prospects for the University, and obtain and analyze the information necessary to establish strategic relationships. • Research and compose profiles, briefings, memorandums, etc. in support of, or as requested by, University Leadership including, but not limited to, the Office of the President, University Advancement leadership, the Governance and Leadership Committee of the Board of Trustees. • Research asset information as it relates to alumni, parents, friends and potential donors to the University. Calculate and assign philanthropic gift ratings based on said findings and recommend prospect assignments. • Research past philanthropic behavior of alumni, parents, friends, and potential donors to the University. Summarize, communicate and record said findings in the University’s integrated data suite, Banner. • Process ad-hoc requests for research (verifying contact information; confirming promotions/awards; securing copies of articles published in periodicals; etc.) as they are received. • Process (read, communicate, and record in Banner when appropriate) news alerts that are pushed from institutional information services on a daily basis. • Assist in the successful communication and recommendations of research results that support the prospect management process to the appropriate audiences within University Advancement. • Assist in developing best practices in prospect management & research and recommend ways to create efficiencies.
• Act as a Banner Security Officer to include: o Authorize and audit access to University data for your respective area o Collaborate on needs of Identity and Access Management Coordinator in OIT o Support the Data Steward to ensure staff are properly trained o Report security violations of access issues in your area o Ensure access is appropriate to all Banner forms, university share drives and third party applications of your respective area’s responsibility o Annually provide a report at the Identity and Access Management Coordinator’s request, confirming the appropriate access of your area in line with the external audit. • Review and verify database screening results when full database screenings are conducted with a third party vendor in preparation for, or during the life of, a comprehensive campaign. • Review other philanthropic organizations’ Honor Rolls, President’s Reports, Playbills, etc. on an as available/as needed basis. • Stay abreast of current prospect management & research trends and data management trends through conferences and other professional development opportunities. • Collaborate with Advancement colleagues regarding the design, implementation and subsequent data analysis of alumni and constituent surveys. • Assist with University Advancement special events on an as needed basis. • Maintain biographical data in Banner as it pertains to alumni, parents, friends and potential donors to the University on a daily basis. • Serve as quality control for gift officer contact reports to assure clarity, comprehensiveness, and completeness of information that is institutionalized. • Other duties as assigned
Number of direct reports to this position:
Minimum Qualifications (Education/Training and Experience Required):
• Bachelor’s degree and 3 years’ experience in prospect research or an equivalent combination of education and experience • Mastery of intermediate skill level in Word, Excel, PowerPoint, and internet search software relevant to the position. • Experience using Banner or other fundraising or banking database software necessary • Excellent communication skills (i.e. grammar, vocabulary) to be applied to telephone communications and to written communications such as email, letters, memos, etc. • Must be able to work in a fast past environment and with an atmosphere where confidential information is processed and distributed with discretion.
• Prior experience in a development office or banking/bookkeeping industry preferred
Physical Requirements and/or Unusual Work Hours:
• Primarily sedentary; able to sit for long periods of time; able to answer phones; • May have to travel to other campus locations or seminars on occasion. • Some nights and weekends may be required when a high volume of gifts arise or when testing upgrades to the system.
About Saint Joseph's University
For over 160 years, Saint Joseph’s University has been engaging men and women in a rigorous Jesuit education that empowers them to become leaders in their industries and communities. An expansive liberal arts curriculum that serves as a foundation for all students, combined with programs tailored to meet the needs of complex and evolving fields prepare students for all of their post-graduate pursuits. As a Jesuit institution, guided by a faith that promotes justice, Saint Joseph’s University educates for a higher purpose; service is central to the Jesuit identity, and students are expected to improve the common good by utilizing their skills and knowledge to promote tolerance, compassion and social justice.