Assistant Director of Prospect Management

Beloit College•Beloit, WI

19h

About The Position

The Assistant Director of Prospect Management supports Beloit College’s fundraising efforts through prospect research, data analysis, and portfolio management. The role works closely with the Senior Director of Advancement & Campaign Manager and the Advancement Operations team, providing research and insights that support fundraising goals, initiatives, the campaign, and the College’s mission. The position analyzes prospect pools, conducts wealth screenings and data mining, evaluates prospects’ potential and propensity to give, and reports on fundraising progress and metrics. It also supports constituent profile creation, monitors relevant constituent activity, helps develop and maintain departmental policies, and contributes to continuity across Advancement Operations. The role requires discretion in handling donor information and adherence to College and APRA ethics and confidentiality guidelines.

Requirements

Two to five years of experience in prospect management, research, data analysis, or a similar field.
Experience with relational databases and their structure.
Advanced proficiency in Microsoft Word, Excel, and fundraising software.
Ability to meet deadlines and carry out multiple projects simultaneously.
Ability to manage complex processes and procedures with strong attention to detail and accuracy.
Excellent interpersonal, oral, and written communication skills.
Curiosity and skill in finding and retrieving information from online sources and database products.
Ability to interpret financial and biographical data from a variety of sources.
Ability to exercise judgment and maintain confidentiality on a wide spectrum of topics and issues requiring discretion.
Belief in the College’s mission and strong ethical conduct.

Nice To Haves

Experience in an academic, nonprofit healthcare, or related industry setting.
Bachelor’s degree.
Experience with Blackbaud RE CRM.
Experience with research tools such as iWave, LiveAlumni, and AlumniFinder.
Experience with Power BI for creating custom reports and dashboards.
Experience with data analytics and reporting.
Other transferable skills will be considered.

Responsibilities

Manage multiple projects with competing or shifting priorities while maintaining professionalism and confidentiality.
Use software tools to analyze data, synthesize findings, and present results clearly and compellingly.
Analyze prospect pools and ensure prospects are assigned according to department guidelines.
Document fundraising metrics and other division reporting as identified by the Senior Director.
Support the creation of constituent profiles.
Monitor constituent alerts regarding pertinent activity.
Investigate fundraising initiatives to determine whether enough prospects can be identified to meet funding goals.
Use wealth screenings to identify prospects for major gifts, planned gifts, and annual gifts.
Conduct data mining to identify giving trends and perform qualitative and quantitative analysis of prospects’ potential and propensity to financially support the College.
Monitor, analyze, and report progress toward goals.
Keep abreast of products, resources, technologies, and methodologies that may enhance the work.
Collaborate with the Senior Director to develop, document, and maintain policies for Advancement and Alumni Engagement.
Safeguard donor information, exercise discretion, and follow College and APRA ethics and confidentiality policies and guidelines.
Become cross-trained across Advancement Operations to support continuity across business functions.
Contribute to a culture of philanthropy and undertake special tasks as requested.
Perform other duties as assigned.