Senior Prospect Research Analyst-Development Office

Mount Sinai Health SystemNew York, NY
Hybrid

About The Position

Mount Sinai seeks a Senior Prospect Research Analyst who enjoys information management and data visualization, is technologically savvy and detail-oriented. The ideal candidate has an inquisitive mind, strong analytical and communication skills, and is a willing and positive team player. The Senior Prospect Research Analyst is part of a seven-person team responsible for prospect research and identification and pipeline development. The Senior Prospect Research Analyst will conduct verification-level prospect research and assist with portfolio coding and management. This role operates within a hybrid work model, with on-site expectations established in alignment with departmental priorities and evolving organizational guidelines. Employees must reside within a commutable distance of the 42nd Street Midtown NYC office. The role may also require occasional evening or weekend hours.

Requirements

  • Bachelors degree required
  • Minimum of 3 years’ experience in development research or a related field such as library sciences, academic research, financial analysis, law/paralegal, or similar professional role with an emphasis on data/information a plus.
  • Strong Excel skills required.
  • Raiser's Edge (including Raiser’s Edge NXT) experience is a plus.
  • Knowledge of Tableau or any comparable data visualization tool is also a plus.
  • Strong analytical skills to perform complex analysis on a wide range of biographical, financial, public, and Mount Sinai (internal) information.
  • Ability to synthesize information into concise, well-written documents that help to inform strategy.
  • Must be detail-oriented with strong organization, communication/writing, and time management skills.
  • Must understand information management in a database structure, particularly the ability to store, retrieve, analyze, and maintain data.
  • Must be committed to protecting the confidentiality of our constituency, and to collecting information ethically.
  • Able to work collegially in a fast-paced, deadline-driven environment, with insights into how best to support fundraising officers
  • Organized and responsive team player with a good sense of humor.

Nice To Haves

  • Interest in data science and information management is a plus, with opportunity to grow.
  • Experience with development research tools and resources a plus.

Responsibilities

  • Verify high-level capacity ratings on wealth-screened lists using research resources such as WealthEngine and LexisNexis.
  • Provide notes and analysis of key findings, including ratings, and assign prospects to proper service line for maximum potential.
  • Partner with assigned gift officers and service lines to build their portfolios to successfully meet their goals.
  • Align and partner with the Prospect Strategy and Management team to provide biographic and philanthropic information to support strategic and tactical next steps for pipeline movement.
  • Serve as the Prospect Research team lead for projects. These include specialized due diligence, identification, and verification projects. Responsibilities will include managing deadlines, data, and workflow.
  • Perform due diligence on prospects, following protocol and clearly outlined parameters.
  • Partner with Prospect Strategy and Management, gift officers, and Development Systems to fully develop prospects’ risk management.
  • Partner with the Prospect Strategy and Management team and Development Systems teams to operationalize data updates for portfolios, performance reports, and metrics.
  • Research and write profiles on potential and current donors to MSHS for various audiences across the health system. Also assist in preparing event-focused research and provide additional data to support follow up efforts.
  • Other projects and activities as assigned by the prospect research team.
  • Collaborate on prospect identification and verification projects as needed, including projects that support external teams.
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