Posted: 20-May-25
Location: Baltimore, Maryland
Type: Full-time
Categories:
Internal Number: 271407640
Hybrid
Full time
R-0000000472
Position Title
Prospect Research Officer
Employee Type
Office/Department
Work Environment
Position Duties
The Prospect Research Officer is an integral member of the Advancement Services team and performs a variety of duties for the Prospect Management and Research Office including: conducting prospect research; evaluating and maintaining gift officer portfolios; analyzing data and compiling reports used for gift solicitation; maintaining the research library and donor files; and providing back-up and support to other key research functions.Essential FunctionsProspect ManagementAssist Advancement Services team in maintaining the prospect management system. Ensure accurate records of discovery, cultivation, and solicitation activities. Track and manage gift officer portfolio assignments in the University Advancement system module; actively participate in routine portfolio review sessions with fund raising staff. Field requests for assigning, redistributing or removing assignments from gift officers. Participate in routine prospect meetings. Manage the research tracking function within the University Advancement system module. Maintain expert knowledge of the database and develop systems for collecting and managing existing and potential donor data including discovery, cultivation, and solicitation activities.Prospect ResearchIdentify research and analyze new and existing donors and prospects for major gift cultivation and solicitation through review and strategic analysis of media, financial documents, files, databases, online information systems and other resources. Prepare thorough, accurate and concisely written research reports to include biographical and financial information, potential for philanthropic support, areas of interest, and affiliations of individuals; as well as research on corporations and foundations. Conduct wealth data screenings on current and potential donors; analyze and disseminate screening results as required. Participate in the evaluation of new products, services or processes related to prospect research. Assist in utilizing push technology through reading various business journals and news related sources to identify potential prospects and to maintain/bolster constituent records.Utilize reporting software to extract, analyze and manipulate Advancement data for purposes of prospect research. Administer efficient research systems and processes; ensure protocols are in place, adhere to all legal privacy requirements and ethical standards upheld by regulatory bodies and professional organizations.Manage Research LibraryOrganize and manage the Advancement research library, including reference materials, online services, and prospect research files; continually update resources, using the most current technologies and techniques. Work closely with Advancement Services' Program Assistant to ensure that donor files and supplies in the library are properly maintained and in order; ensure timely stocking of returned files. Create new donor files as needed. Assist advancement staff with questions and/or lend assistance locating files.General Support of Research OperationsAssist in coordination and delivery of training on fundamental research techniques in support of fund raising efforts. Maintain understanding of prospect management policies and procedures. Maintain fluency in the University's Advancement system module, related reporting tools, and research resources in order to support colleagues effectively with research and the broader Advancement efforts. Assist in preparing biographical briefings for donors and prospects attending University events; and other research projects as needed. Safeguard the confidentiality of donor information at all times. Operate under the ethical and confidentiality guidelines of the University and Association of Professional Researchers for Advancement (APRA) and department and University procedures.Performs all other duties and responsibilities as assigned or directed by the supervisor. This may include attendance of and participation in required training for role.
Education Required
Bachelor's degree
Education Preferred
Other Professional Licensures
Work Experience
1 - 3 years
Describe Required Experience
Minimum of 1 years related experience required.
Required Knowledge, Skills and Abilities
Ability to interact well with all levels of the University administration for the purpose of soliciting information in support of the advancement initiative Ability to prioritize effectively Self-motivated and able to work as a team member Ability to interact with customers in a friendly, professional manner and respond quickly and appropriately to customer requests Possess traits of good judgment, confidentiality and discretion in communicating with colleagues and constituents Proficient in MS Office Suite, including Word, Excel, and PowerPoint Ability to be resourceful and independent, but comfortable working within the framework of an integrated development program and team-oriented environment Ability to adjust to changing priorities and meet deadlines Familiarity and appreciation of the mission, purpose and values of Loyola University Maryland Excellent research skills with the ability to gather, analyze and synthesize data from a wide variety of sources, and present the resulting information in a clear summary Must possess demonstrated analytical skills Highly developed organizational skills with a strong attention to detail Strong ability to set priorities and manage work flow to fulfill objectives and meet goals according deadlines in a high-paced work environment Ability to identify and independently solve problems Strong commitment to accuracy and excellent judgment
Physical/Environmental Demands
Office environment/no specific or unusual physical or environmental demands.
Physical/Environmental Example
Successful candidates for any staff, faculty, or administrative position at Loyola University Maryland will be subject to a pre-employment background check. Note: Experience and/or education may be substituted for requirements.
University Description
Loyola University Maryland is a Jesuit, Catholic university committed to the educational and spiritual traditions of the Society of Jesus and to the ideals of liberal education and the development of the whole person. Accordingly, Loyola inspires students to learn, lead, and serve in a diverse and changing world. Loyola's beautiful, historic Evergreen campus is located in Baltimore. Loyola enrolls 4,000 undergraduate and 2,000 graduate students across the Sellinger School of Business and Management, the School of Education, and Loyola College of Arts and Sciences. Founded in 1852, Loyola is one of 27 Jesuit colleges and universities in the United States and the first to bear the name of Saint Ignatius Loyola, founder of the Society of Jesus.
Diversity Statement
Loyola University Maryland strongly values the benefits that diversity brings to the workplace. In accord with its Ignatian values, the University is committed to creating and promoting a community that recognizes the inherent value and dignity of each person. Loyola University Maryland does not discriminate on the basis of race, sex, color, national or ethnic origin, age, religion, disability, marital status, sexual orientation, gender identity, genetic information, military status, or any other legally protected classification. The University recruits, hires, and promotes in accord with this policy and its Core Values.
About Us
Human Resources
410-617-2354
PI271407640
