Prospect Research Associate

Position Title

Prospect Research Associate

Advancement

$60,405.80 - $65,000

The Prospect Research Associate will work closely with the Director of Development Research & Prospect Development to provide accurate, timely and relevant information for the potential fundraising cultivation, qualification and engagement of alumni and other constituencies. The Prospect Research Associate will evaluate financial information, prepare reports for gift officers, and identify high-level prospects and donors to support Marist’s fundraising efforts. The position will also assist with maintaining accurate records and collaborating with staff on fundraising initiatives.

• Bachelor’s degree with two or more years of experience in prospect research and/or related research activity
• Understanding of best practices in fundraising, research, prospect identification, and prospect management
• Well-developed interpersonal skills, including the ability to function well in a multiple-team environment, prioritize projects, and meet deadlines
• Attention to detail and ability to handle multiple and varied tasks independently, while also working collaboratively
• Must possess strong written and verbal communication skills. Has the ability to use tact and diplomacy, and maintain a high level of confidentiality

• Utilize online resources, screenings, news alerts, reports, and other tools to support prospect identification efforts and ensure prospect records are up to date
• Discover, analyze, synthesize, and summarize large volumes of biographic, business, philanthropic, and financial data, including complex financial and legal disclosures, technical and trade documents, court and tax records, corporate annual reports, SEC filings, and real property files to contribute to fundraising strategies for donors, campaigns, and events
• Participate in wealth screenings of new families and alumni to evaluate potential donors and their likelihood of giving to various campaign initiatives
• Prepare research deliverables, such as profiles, bios, and briefing materials for fundraisers and campus leadership in preparation for cultivation meetings and events
• Generate reports and prospect lists through donor databases as needed for the Director of Development Research & Prospect Development, front line fundraisers, and Advancement Office staff in all aspects of their work
• Coordinate the collection of information from sources across campus to update constituent records and generate bios as needed
• Assist with validating the accuracy of constituent records, particularly with giving history
• Other duties as assigned

• Knowledge of MS Office;
  Excel and Word
• Experience with Ellucian’s Banner Advancement Administrative system or other similar systems
• Knowledge of Level I and Level II competencies as outlined in prospect research area of the Association of Professional Researchers for Advancement’s (APRA) Body of Knowledge
• Maintain awareness of new resources and best practices in development research
• Willingness to learn new computer and software skills as needed

Resume, Cover Letter, & Contact Information of 3 Professional References

The position includes a comprehensive benefit package*. Benefits for this position include but are not limited to the following:

• 3 weeks of paid vacation. 4 weeks of paid vacation beginning in the 6th year of employment.
• Unlimited paid sick time.
• 14+ paid holidays per year.
• Medical, Dental & Vision insurance programs at a 15% employee / 85% employer contribution rate. Flexible Spending Accounts (FSA) and Dependent Care (FSA).
• Life insurance.
• Generous short-term and long-term disability programs and workers compensation.
• 403(b) defined contribution plan:
  • First 6 years University contributes 7.5%, Employee contributes a mandatory 4%.
  • University contribution increases to 10.5% in year 7, and 12% after 15 years.
  • Employee contribution decreases to 1% in year
    7. Remains 1% thereafter.
  • Typical eligibility requirements: 1 year of service and 1,000 hours with Marist University.
• 403(b) Tax Deferred Annuity – Roth option…