Prospect Management Analyst, VP Development and Alumni

VP Development and Alumni is currently seeking a Full-time Limited Term Prospect Management Analyst for approximately 24 months.

The Development Office exists to source and generate money and gifts-in-kind for the mutual benefit of the University of Calgary and its supporters. This goal is accomplished under the direction of the Vice President, Development.

The Prospect Management Analyst reports directly to the Manager, Pipeline Development, and maintains close working relationships with other members of the Prospect Research and Pipeline team, the Advancement Data team, as well as the Directors and Associate Directors of Development and their teams (Centrally and Faculty based). This position, therefore, plays a crucial role in promoting and facilitating a collaborative and supportive work environment.

This position is responsible for the upkeep of the prospect management module in Black Baud CRM, including facilitating communication across departments. The incumbent will play a critical liaison role with the Advancement Office, assisting fundraisers in adhering to the prospect management system. This position supports the overall goal of advancement by ensuring accurate and timely capture of relevant information on current donors and prospects that will help guide decision-making and generate gifts for advancement goals.

The incumbent must possess superior time-management skills in order to deal with multiple projects and priorities with potentially overlapping deadlines. Issues underlying projects can be complex, requiring judgment and tact in dealing with colleagues that are affected. A strong understanding of the Universityâ€
¿ s mission, values and plans is key, as work often affects internal and external stakeholders including donors, fundraisers, recipient units of gifts. Commitment to accuracy of work and specialized knowledge is critical.

The position has a high volume of work driven by constant deadlines. The normal shift is 7.0 hours per day, five days per week, Monday to Friday. This position is part of the AUPE Collective Bargaining Unit.

Job functions include but are not limited to:

• Building positive relationships with assigned units and fundraisers with the pipeline team.
• Assisting fundraisers in adhering to the prospect management system.
• Regular contact with Directors and Assistant Directors of Development and their support team to coordinate assignment of prospects, and status of pipelines.
• Promoting coordination of prospect actions and recommending strategy meetings for Directors and Assistant Directors of Development. This requires a high degree of tact and university understanding.
• Identifying issues with the pipeline and bringing them to the attention of the Manager, Pipeline Development and fundraising teams, with recommendations.
• Build a strong knowledge of university fundraising priorities to guide collaboration on prospects across faculties.

• Monitor and ensure the accurate use of the Prospect Management module in the database.
• Coding records of engagement from team briefing and contact notes into the database in appropriate fields.
• Creating complex data queries and providing sound analysis of data queries.
• Creating dashboards and complex reports in Tableau and Power BI in coordination with advancement data colleagues.
• Conducting preliminary research on identified prospects and donors including biographical and philanthropic interest and coding the information on the prospect record for use by development staff.
• Extracting relevant information from contact reports to create, code and update records of engagement appropriately.
• Maintaining up-to-date documentation on prospect…