Associate Director of Prospect Research, Grateful Patient - University Advancement

Washington University in St Louis • Clayton, MO

11d • Onsite

About The Position

The Associate Director of Prospect Research is a key member of the Prospect Research Team within the Business Intelligence Unit. This individual possesses subject matter expertise in Prospect Research, specifically grateful patient research, and will be focused on improving the University’s effectiveness in understanding the financial capacity and philanthropic interests of our alumni, parents, and donors. The Associate Director will be responsible for the identification and pre-qualification of major and principal gift prospects from the Washington University alumni and donor base and community. This position works with other members of the Business Intelligence team to provide timely and relevant information supporting the fundraising activities of Washington University.

Requirements

• Bachelor's degree
• Relevant Experience (3 Years)

Nice To Haves

• Familiarity with standard Prospect Research resources, including, but not limited to, Lexis Nexis for Development Professionals, Foundation Directory, iWave, WealthEngine, and RelSci.
• Proven Level I expertise in or experience with the Apra Body of Knowledge – Prospect Research domain.
• Proven understanding of the grateful patient solicitation cycle.
• Proven financial analysis skills to identify and interpret assets, including, but not limited to, knowledge of SEC documents, private company valuation, and foundation filings.
• Ability to compile, report, and analyze information from diverse sources.
• Experience in grateful patient research.
• Alumni Relations
• Business Interactions
• Communication
• Complex Systems
• Confidentiality
• Critical Thinking
• Customer Relationship Management (CRM)
• Deadline Management
• Detail-Oriented
• Development Writing
• Donor Database
• Effective Delegation
• Financial Analysis
• Microsoft Excel
• Microsoft Office
• Multitasking
• Organizing
• Problem Solving
• Prospect Research
• School Development
• Sensitive Information
• Social Interaction
• Sound Judgment
• Strategic Solutions

Responsibilities

• Collect, record, analyze, maintain, and update information on new and existing Major and Principal Gift prospects, primarily, but not limited to, grateful patient prospects.
• Using appropriate prospect research resources, update the CRM and/or produce written reports providing information on background, career, financial capacity, philanthropic interests, and connections to the University.
• Working with data analytics and prospect management team members, identify and pre-qualify new prospects appropriate to gift officer fundraising strategies.
• Serve as a research advisor to prospect management team members and gift officers to provide timely, relevant information supporting the management of prospects through the development cycle.
• Continuing participation on development and upkeep of Grateful Patient segments of CRM and development and processes for its use.
• Assist in developing proactive methodologies for identifying and tracking the future philanthropic potential of alumni and donors, including understanding of high-growth industries, understanding generational wealth, and anticipating liquidity events.
• Conduct special prospect research projects.
• Maintain up-to-date knowledge of industry trends and best practices, current events, philanthropic trends, and Washington University fundraising objectives.
• Perform other duties as assigned.

Benefits

• Up to 22 days of vacation, 10 recognized holidays, and sick time.
• Competitive health insurance packages with priority appointments and lower copays/coinsurance.
• Take advantage of our free Metro transit U-Pass for eligible employees.
• WashU provides eligible employees with a defined contribution (403(b)) Retirement Savings Plan, which combines employee contributions and university contributions starting at 7%.
• Wellness challenges, annual health screenings, mental health resources, mindfulness programs and courses, employee assistance program (EAP), financial resources, access to dietitians, and more!
• We offer 4 weeks of caregiver leave to bond with your new child. Family care resources are also available for your continued childcare needs. Need adult care? We’ve got you covered.
• WashU covers the cost of tuition for you and your family, including dependent undergraduate-level college tuition up to 100% at WashU and 40% elsewhere after seven years with us.

What This Job Offers

• Job Type: Full-time
• Career Level: Director