Detailed Job Listing:
JOB FAMILY: MANAGERIAL AND PROFESSIONAL
STARS Requisition: 80662BR
University Job Title: Project Administrator
Department Job Title: Associate Director of Development Operations and Prospect Research
Grade: P5
Position Focus:
The Associate Director of Operations and Prospect Research conducts complex and independent investigation of biographical and financial information on major domestic and international donor prospects, including corporations and foundations to advance prospect research for the Yale School of Management (SOM). This position reports to the Senior Director of Advancement Operations. Monitors economic trends. Prepares analytical reports, including prospect briefings. Partners with gift officers in planning strategies for moving donors through the pipeline and conducts regular portfolio reviews. Represents SOM at Central Alumni Affairs and Development’s Prospect Research team meetings and provides regular updates to SOM team. Designs comprehensive strategies to identify potential and/or new alumni /donors. Coordinates special projects related to new prospect identification and operational effectiveness for the development team.
Essential Duties:
- Identifies, investigates, analyzes, organizes, and evaluates information yielded from a variety of sources to determine a donor prospect’s financial capacity, ability to give, philanthropic interests, and relationship to the University and Yale SOM.
- Devises research strategies and methods to identify potential donors and/or new donor prospects. Identifies the type of information to look for and determines what relevant donor information (biographical and financial, philanthropic interest, history of previous donations, prior university solicitation, etc.) is needed to craft fundraising and cultivation strategies.
- Identifies new sources of wealth and tracks existing sources to strengthen donor relationships with the University.
- Writes donor prospect briefings for development team.
- Analyzes financial publications and corporate disclosures to deepen relationships with current donors and to identify new donor prospects to build a robust Yale SOM donor base.
- Investigates new donor prospects and constantly re-evaluates and monitors established donor sources.
- Leads prospect portfolio review meetings with development officers. Maximizes effectiveness of prospect portfolios by providing comprehensive and strategic analysis of donor pools and pipelines to drive strategic planning for campaign fundraising goals.
- Proactively identifies new prospects for SOM’s campaign goals. Participates in planning long- and short-term prospect development strategies with the Development team to meet fundraising targets for capital and annual fund gifts.
- Works on special projects as needed, including but not limited to Donor Database entries and pulls; assisting with prospect management projects; preparing biographical information for development events attendees.
- Assesses client needs, manage own schedules.
- May present lectures at industry conferences.
- May perform other duties as assigned.
Required Education & Experience:
Bachelor’s degree and four years of related work experience or an equivalent combination of education and experience.
Required Skills & Abilities:
- Knowledge of current research and prospect management practices and methodologies. Experience with wealth screenings, data mining, donor modeling, and data analytics techniques, tools, and platforms.
- Ability to review, interpret and synthesize a large volume of data into clear, concise analysis while working in a deadline-orientated environment. Ability to be strategic and manage multiple priorities and deadlines in order to achieve desired outcomes on time with minimal supervision.
- Capable of generating new approaches to uncovering difficult to find or difficult to determine information, native curiosity, and interest in learning new things.
- Superior written and oral communication skills in working with confidential data. Ability to deliver analysis with an appropriate balance of brevity and substance and convey financial, statistical and industry information in accessible language. Writing samples required.
- Strong computer skills; facility with learning new databases and with the internet.
- Excellent organizational and problem-solving skills with ability to initiate and apply creative solutions. Native curiosity and interest in learning new things. Capable of generating new approaches to uncovering difficult to find or difficult to determine information.
- Dependable, tactful, good ethical judgment. Ability to work well both independently and as part of a team. Ability to maintain high standards for self and others, take interest and pride in improving skills, surpass expectations and put forth best product as an individual and as a team.
- Demonstrable commitment to diversity, equity, and inclusion (DEI) and track record of building and leading diverse, inclusive teams.
Preferred:
Knowledge of relevant HIPAA privacy laws, federal and state tax laws, the financial services industry, including investments, securities, mergers & acquisitions, and foreign exchange principles. Knowledge of University systems and donor database. Global orientation.
Competencies:
- Customer Service Focus – Listening carefully to and understanding customers’ needs and proactively responding to those needs in a consistent and timely manner.
- Teamwork/Communication – Working cooperatively to achieve common goals. Support cooperation, collaboration and the sharing of information.
- Product Excellence – Provide the best quality product available and continuously upgrade standards to maintain quality.
- Leadership – Provide direction and motivation to others through communication, modeling appropriate behavior, optimism and high achievement
- Innovative – Openness to new ideas and their implementation. Ability to react and adapt to changing situations appropriately.
- Strategic Thinking – Recognize opportunities, identify critical, high pay-off activities and prioritize them to attain goals.