Intermediate Analyst, Prospect Management
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Key skills for this role
About the Role
The University of Ottawa is seeking an Intermediate Analyst for Prospect Management to support fundraising efforts by tracking donor movement, analyzing moves management, and developing data visibility tools.
Key Skills for This Role
Responsibilities
- Arranges individual and group pipeline meetings with faculty and/or unit Advancement staff to review strategies and next moves
- Develops and implements Prospect Management tools to assist faculty and/or unit Advancement staff to keep a robust pipeline
- Monitors pipelines to provide timely and accurate analytical information to assist Staff with strategies to advance files
- Reports to the immediate supervisor about tracking systems and reporting
- Works with the Advancement Research Analysts, and use data mining and analytics, to identify new prospects to optimize the growth of pipelines
- Provides training support and troubleshoot questions for faculty and/or unit Advancement Staff related to the coding of their pipelines, and the use of systems and reporting
- Works with the immediate supervisor to develop procedures based on best practices to execute a prospect management clearance process
- Works with the Central Advancement Business Intelligence team and Database Administrator to ensure data integrity of systems by running validation reports and flagging inconsistencies
- Performs other duties in support of the University’s prospect management and research efforts as assigned
- Works on assigned special projects as needed
Requirements
- Master’s degree in library sciences or information management, business or a related field, or an equivalent combination of education and experience
- A minimum of three (3) years of experience in an advancement research, prospect management, fundraising, in higher education or complex non profit environment
- Superior interpersonal skills, with proven ability to successfully collaborate with varied constituencies in a professional and diplomatic manner
- Demonstrated understanding of development and major gifts fundraising and how research and prospect management supports development efforts
- Strong analytical skills: able to manipulate, analyze and synthesize data and present findings that are clear and actionable
- Understanding of multiple screening strategies and methodologies, including data mining, segmentation, and analytics
- Strong computers skills (word processing and database manipulation) and ability to learn new systems quickly
- Working knowledge of French and English
Full Job Posting
Position Purpose
- The Prospect Management Analyst is responsible for actively supporting the faculty and/or unit's fundraising efforts by working closely with the Telfer Advancement Team to track movement though the donor cycle, analyze moves management and key fundraising metrics, and develop tools to make data visi
- As a member of the Telfer Advancement Team, the Prospect Management Analyst role will manage the process for tracking prospects in the fundraising database and provide training on the effective use of the system and reports.
In this role, you will:
- Arranges individual and group pipeline meetings with faculty and/or unit Advancement staff, which includes Officers, Managers, Directors, and Senior Leadership, to review strategies and next moves.
- Develops and implements Prospect Management tools to assist faculty and/or unit Advancement staff to keep a robust pipeline, which will inform staff of their targets and campaign goals university wide.
- Monitors pipelines to provide timely and accurate analytical information to assist Staff with strategies to advance files.
- Reports to the immediate supervisor about tracking systems and reporting, which will provide a regular mechanism for system improvements and modifications.
- Works with the Advancement Research Analysts, and use data mining and analytics, to identify new prospects to optimize the growth of pipelines.
- Provides training support and troubleshoot questions for faculty and/or unit Advancement Staff related to the coding of their pipelines, and the use of systems and reporting.
- Works with the immediate supervisor to develop procedures based on best practices to execute a prospect management clearance process.
- Works with the Central Advancement Business Intelligence team and Database Administrator to ensure data integrity of systems by running validation reports and flagging inconsistencies.
- Performs other duties in support of the University’s prospect management and research efforts as assigned.
- Works on assigned special projects as needed.
What you will bring:
- Master’s degree in library sciences or information management, business or a related field, or an equivalent combination of education and experience.
- A minimum of three (3) years of experience in an advancement research, prospect management, fundraising, in higher education or complex non profit environment.
- Superior interpersonal skills, with proven ability to successfully collaborate with varied constituencies in a professional and diplomatic manner.
- Demonstrated understanding of development and major gifts fundraising and how research and prospect management supports development efforts as well as experience working with frontline fundraisers to evaluate moves management.
- Strong analytical skills: able to manipulate, analyze and synthesize data and present findings that are clear and actionable to a variety of Advancement professionals.
- Understanding of multiple screening strategies and methodologies, including data mining, segmentation, and analytics.
- Ability to work independently and proactively, yet function in a collaborative team environment.
- Strong computers skills (word processing and database manipulation) and ability to learn new systems quickly. Knowledge and advanced skills in Microsoft Office (Excel, Outlook, PowerPoint) and Raiser’s Edge a strong asset.
- Working knowledge of French and English.
- Familiarity with PIPEDA (Personal Information Protection and Electronic Documents Act) is a strong asset.
Salary Range
- CAD 80,942.00 CAD 102,245.00 per year
Hours per week
- 35 hours per week
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