Prospect Strategy Analyst

University of Florida • Gainesville, FL

1d • $62,000 - $64,000 • Onsite

About The Position

The Prospect Strategy Analyst (PSA) serves as a key partner to colleges/units with regard to prospect strategy, research, and analysis. The position ensures excellence in service to fundraisers in pipeline development and portfolio management, including training and communication. This position will collaborate closely with Advancement Intelligence teams on institution-wide strategic initiatives and to develop and implement departmental and organizational policies and procedures.

Requirements

• Bachelor’s degree in an appropriate area of specialization and two years of relevant experience.
• The ability and willingness to travel.
• A valid driver license and good driving record are essential.
• Business expenses are reimbursed through a standard accounting system. The ability to pay for expenses using your own personal credit card or funds and have them reimbursed is essential.
• Employees are responsible for campus parking expenses.

Nice To Haves

• At least two years of experience in prospect management and/or research or fundraising in a higher education setting.
• Exceptional analytical skills to synthesize a high volume of information from a variety of sources and perform complex analyses to produce reports that are usable and actionable to a variety of fundraising professionals.
• Collaborative, collegial and customer service focused orientation; eager and able to engage a broad stakeholder base and build strong professional relationships.
• Demonstrated success in program development and execution.
• Exceptional listening and judgment skills.
• Strong consultative approach with ability to advise and influence internal clients through formal and informal presentations.
• Clear understanding of the cultivation cycle.
• Effective in problem solving across organizational lines.
• Ability to work at strategic level and influence outcomes of strategic initiatives.
• Strong project management and time management skills befitting a fast-paced environment; ability to handle multiple projects with critical deadlines and changing priorities simultaneously and accurately.
• Understand institutional mission and strategic initiatives.
• Knowledge of ethical and best practices of profession.
• Knowledge of the Health Insurance Portability and Accountability Act (HIPAA).
• Strong familiarity with standard research resources and information such as DonorSearch, LinkedIn, Lexis Nexis, iWave, FoundationSearch, SEC filings and wealth screenings.
• High level of knowledge of software applications for analysis and project delivery.
• Proficient with Salesforce (or comparable alumni/donor database) and thorough understanding of the reports produced by and for prospect management purposes.
• Experience with PLSQL and Microsoft Office Suites: Word, Power Point, Excel, Access, OneNote and MS Teams. Specific Excel knowledge in advanced filtering and sorting, Pivot Tables and formulas.
• Exceptional written and verbal communication skills, strong interpersonal abilities, and the capacity to engage effectively and collaboratively with a wide range of individuals are essential.
• Support the University’s commitment to creating a respectful and collaborative work environment that values integrity, professionalism, and mutual respect in all interactions; and the capacity to lead, influence, and inspire others are essential.

Responsibilities

• Strategic Research Provide professional prospect development, analytical research, and information services in support of the fundraising goals and objectives of UF Advancement.
• Identify and assess financial capacity, philanthropic tendencies, giving propensity and connections to UF for major gift prospects in support of fundraising goals and objectives.
• Prepare thorough, accurate and timely profiles on UF constituents (alumni, friends, parents, corporations and foundations) as needed to support fundraising initiatives.
• Use a variety of analytical techniques to resolve or provide information regarding complex research and data problems.
• Utilize a variety of reference materials, online databases, Internet, and governmental or other agency resources to obtain information on prospects or funding sources for gifts to the University.
• Develop a comprehensive knowledge of the donor database and expertise in retrieval of information.
• Work closely with Data Integrity and other departments to update critical information and maintain integrity in the database.
• Special Projects Attend and participate in meetings, workgroups, committees and other internal responsibilities.
• Assist with special campaign projects as identified by leadership, which may include leading a workgroup, conducting targeted research and analysis, partnering with units and internal groups, and developing and executing recommendations.
• Participate in Governance committees as Subject Matter Experts representing PSR and Development staff.
• Other Special Assignments Work on other special projects as assigned (e.g. University priority projects, planning and conducting internal and/or external training, etc.), as assigned by the Senior Director and/or Assistant Director, of your assigned vertical. In this capacity you will be responsible for all planning, tracking and communication regarding the assigned project. Specific metrics for the special project will be assigned during the annual performance appraisal and planning process.
• Portfolio Management Act as a strategic partner to assigned development officers (DOs) within colleges/units in prospect strategy development and documentation.
• Identify creative, strategic methods to help development officers engage prospects.
• Recommend and implement prospect assignments and develop quality prospect pools for development officers.
• Meet regularly with assigned DOs to fully comprehend and gain thorough knowledge and understanding of assigned campaign priorities, DO portfolios and short/long term prospect goals.
• Conduct quarterly Gator Portfolio Support (GPS) meetings with all assigned DOs to facilitate strategic conversations regarding the management of prospects, pipeline development, and portfolio strength.
• Provide ongoing analysis of portfolios, moves and stages.
• Tools, Training & Communication Drive a consistent approach to research and prospect management across units through regular communication with unit leadership and staff, ongoing training, and alignment with campaign priorities.
• Contribute to evaluation and refinement of research tools and departmental policies and procedures.
• Provide training and database support to DOs including orientation sessions, consultative services on research resources and policies.
• Proactively elevate issues, activities, and/or decisions to management as appropriate, and communicate information effectively to others.
• Adhere to guidelines governed by unit procedures, processes, and manuals.

Benefits

• Affordable State Health Plans (National Coverage): Medical, dental, and vision insurance
• Comprehensive Coverage: Life and disability insurance
• Secure Retirement Options: Generous plans to safeguard your future
• Robust Paid Time Off: Including 11 paid holidays, as well as family, sick, and vacation leave
• Professional and Personal Growth: Opportunities through UF Training & Organization Development, leadership development, LinkedIn Learning, and more
• Tuition Assistance: Benefit from the UF Employee Education Program
• PSLF Eligibility: We are a Public Service Loan Forgiveness eligible employer

What This Job Offers

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