Prospect Research Analyst

University of Hawai‘i Foundation•Honolulu, HI

4d•$58,000 - $65,000

About The Position

The Prospect Research Analyst is a key member of the University of Hawaiʻi Foundation Prospect Research & Relationship Management team. The role provides information, analysis, and prospect management to support fundraising efforts for the University of Hawaiʻi. It reports to the Director of Prospect Research & Relationship Management. The analyst conducts in-depth research and analysis using electronic and print resources, complex financial documents, and rating methodologies; evaluates constituent data and presents complex information visually; and performs due diligence to identify risks associated with accepting gifts. The role also supports development officers by reviewing prospect portfolios, identifying new prospects, maintaining prospect moves and statuses, managing proposal pipelines, and producing donor database reports. The position contributes to departmental research, training, ratings, special projects, and strategic planning. It also maintains data accuracy, effective working relationships, and high standards of detail, confidentiality, and ethical practice in support of the UH Foundation’s mission.

Requirements

Bachelor’s degree from an accredited college or university; Library and Information Science, Journalism, English, or Criminal Justice is preferred.
Ability to recognize and interpret complex financial documents, such as IRS 990 tax forms and SEC filings.
Aptitude for working with research-oriented databases, such as LexisNexis, iWave, and Blackbaud FPM.
Intellectual curiosity and a strong interest in philanthropy.
Familiarity with identifying patterns in data.
Ability to work efficiently and prioritize a multifaceted workload under strict deadlines and with limited guidance.
Flexibility to handle unexpected demands and rapidly shift priorities with a positive attitude.
Ability to independently identify and analyze problems, propose solutions, and follow through to conclusion.
Aptitude for working with Word and Excel.
Ability to exercise discretion and maintain confidentiality when handling sensitive information.
Must pass a background check upon offer of employment.

Nice To Haves

Experience with wealth screenings.
Experience with public records, due diligence, or investigations.
Familiarity with the Ellucian Advance CRM database.
Knowledge of predictive modeling and statistical analysis.

Responsibilities

Conduct in-depth research using electronic and print resources, complex financial documents, and rating methodologies, and prepare clear, concise analysis for UH administrators and Foundation development officers.
Analyze qualitative and quantitative data to understand constituent demographics.
Present complex information through charts, graphs, and other visual formats.
Conduct investigative due diligence on individuals and entities to identify risks associated with accepting gifts.
Keep current on events, philanthropy and prospect research trends, relevant individuals and industries, and UH fundraising priorities.
Maintain database accuracy by correcting data and updating reports in the Foundation’s primary CRM, as directed by the Director.
Meet regularly with development officers to review and assess prospect portfolios.
Identify new prospects proactively through data mining and other relevant methods.
Ensure prospect moves and statuses reflect major gift officer activity.
Assist development officers with maintaining proposal pipelines.
Create reports and update donor database records related to moves management and metrics.
Investigate additional research resources and liaise with outside consultants.
Conduct informational sessions to present the department’s work to colleagues.
Assist with training and continuing education for fellow research analysts and student support.
Present research findings and participate in group discussions.
Build methodologies, formulas, and tables for ratings.
Create, lead, and manage special projects from inception through delivery of results.
Participate in departmental strategic planning and workload prioritization.
Identify more effective and efficient approaches to research requests and operations.
Build and maintain positive working relationships with Foundation colleagues.
Maintain detail and accuracy in data entry, reporting, fact-finding, and writing.
Follow UH Foundation and APRA ethical and confidentiality guidelines.
Perform other duties and activities in support of the UH Foundation’s mission as assigned.

Benefits

10% 403(b) contributions after seven months of employment, provided automatically and not dependent on employee contributions; contributions are immediately vested.
Term life insurance.
AD&D insurance.
Short-term disability insurance.
Long-term disability insurance.
Tuition reimbursement after one year of employment.
Employee assistance program.
Generous paid time off and paid holidays.
Health insurance, prescription coverage, dental insurance, and vision insurance, with costs shared by the company and employees.
Free parking after five years of service.
Medical flexible spending account available for purchase.
Dependent care flexible spending account available for purchase.
Insurance coverage for spouse and/or children available for purchase.
Critical care insurance available for purchase.
Legal insurance available for purchase.
Pet insurance available for purchase.