Association TRENDS
Assistant Director of Prospect Research - Hybrid
Association TRENDS, Wellesley, Massachusetts, us, 02482
Position Summary
The Assistant Director of Prospect Research will employ advanced investigative research, data collection, and financial and statistical analysis skills to proactively identify, research, and assign wealth capacity ratings to prospective donors of Wellesley College. They will prepare written confidential research briefs on individual, corporate, and foundation prospects for use by development staff and college leadership in developing specific cultivation and solicitation strategies. This role will maintain a strong working partnership with staff members of Individual Giving to evaluate research requests and determine appropriate level of detail required. The Assistant Director of Prospect Research will help manage the policies and procedures relating to portfolio management. They will work in partnership with members of the Research team to review and validate results from a wealth screening. They will code their data findings within Affinaquest, Wellesley College’s Salesforce CRM.
The Assistant Director of Prospect Research will participate in Prospect Strategy meetings and all other training involving the Research team. Additionally, this role will serve as a key organizational resource and will process ad-hoc requests for research such as verifying employment and title, confirming professional awards, and securing copies of periodicals.
Primary Position Responsibilities
Identify, analyze, and evaluate information yielded from a variety of sources to determine potential donor’s wealth capacity and philanthropic interests.
Prepare written confidential research briefs on individual, corporate, and foundation prospects.
Maintain a working partnership with staff members of Individual Giving to evaluate requests as well as portfolio management.
Evaluate research requests to determine appropriate level of detail required.
Track prospects and donors affiliated with Wellesley College from a variety of media sources as well as leads from development staff.
Serve as a resource by staying abreast on current and emerging trends in philanthropy, fundraising, higher education, and select business industries.
Performance Profile
Judgment – exercise good judgment and the ability to handle sensitive/confidential information with discretion.
Accuracy – complete deliverables with thoroughness and accuracy in a timely manner.
Efficiency - strong work ethic, initiative, and ability to problem-solve effectively and juggle multiple demands efficiently.
Initiative – proactive, confident in taking responsibility, decisive.
Customer Service – provide excellent customer service to all colleagues and internal and external stakeholders.
Collaboration – works effectively with colleagues in a positive, professional, and collegial manner.
Education Required
Bachelor’s degree preferred.
Experience Required
4-6 years of relevant experience.
Skills and Abilities Required
Experience working in nonprofit organizations a plus.
Familiarity with principal and major gift fundraising practices.
Proficient in interpreting and synthesizing complex data to make evidence-based judgments.
Strong written and verbal communication.
Experience with Salesforce or similar enterprise CRMs.
Proficient with Microsoft Office Suite, specifically Excel.
Project management experience highly desirable.
Possesses strong analytical skills to make logical deductions from presented data.
Possesses problem-solving skills and inherent decision-making ability as well as the ability to take initiative, be assertive, and manage multiple streams of work.
Extremely detail-oriented and able to work productively and flexibly in a high-volume and fast-paced environment.
Able to work independently and as part of a team, while fostering collaboration and peer support.
Demonstrates a commitment to diversity within the office using a personal approach that values all individuals and respects differences regarding race, ethnicity, age, gender identity and expression, sexual orientation, religion, disability, and socio-economic circumstance.
Demonstrates a commitment to work collaboratively and respectfully toward resolving obstacles and/or conflicts.
Able to communicate effectively with all levels of staff and end users.
Flexibility and a good sense of humor.
Commitment to the mission and goals of Wellesley College.
Other
Writing samples required.
This position incorporates a flexible hybrid work schedule, and Wellesley College requires employees must reside in New England.
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The Assistant Director of Prospect Research will employ advanced investigative research, data collection, and financial and statistical analysis skills to proactively identify, research, and assign wealth capacity ratings to prospective donors of Wellesley College. They will prepare written confidential research briefs on individual, corporate, and foundation prospects for use by development staff and college leadership in developing specific cultivation and solicitation strategies. This role will maintain a strong working partnership with staff members of Individual Giving to evaluate research requests and determine appropriate level of detail required. The Assistant Director of Prospect Research will help manage the policies and procedures relating to portfolio management. They will work in partnership with members of the Research team to review and validate results from a wealth screening. They will code their data findings within Affinaquest, Wellesley College’s Salesforce CRM.
The Assistant Director of Prospect Research will participate in Prospect Strategy meetings and all other training involving the Research team. Additionally, this role will serve as a key organizational resource and will process ad-hoc requests for research such as verifying employment and title, confirming professional awards, and securing copies of periodicals.
Primary Position Responsibilities
Identify, analyze, and evaluate information yielded from a variety of sources to determine potential donor’s wealth capacity and philanthropic interests.
Prepare written confidential research briefs on individual, corporate, and foundation prospects.
Maintain a working partnership with staff members of Individual Giving to evaluate requests as well as portfolio management.
Evaluate research requests to determine appropriate level of detail required.
Track prospects and donors affiliated with Wellesley College from a variety of media sources as well as leads from development staff.
Serve as a resource by staying abreast on current and emerging trends in philanthropy, fundraising, higher education, and select business industries.
Performance Profile
Judgment – exercise good judgment and the ability to handle sensitive/confidential information with discretion.
Accuracy – complete deliverables with thoroughness and accuracy in a timely manner.
Efficiency - strong work ethic, initiative, and ability to problem-solve effectively and juggle multiple demands efficiently.
Initiative – proactive, confident in taking responsibility, decisive.
Customer Service – provide excellent customer service to all colleagues and internal and external stakeholders.
Collaboration – works effectively with colleagues in a positive, professional, and collegial manner.
Education Required
Bachelor’s degree preferred.
Experience Required
4-6 years of relevant experience.
Skills and Abilities Required
Experience working in nonprofit organizations a plus.
Familiarity with principal and major gift fundraising practices.
Proficient in interpreting and synthesizing complex data to make evidence-based judgments.
Strong written and verbal communication.
Experience with Salesforce or similar enterprise CRMs.
Proficient with Microsoft Office Suite, specifically Excel.
Project management experience highly desirable.
Possesses strong analytical skills to make logical deductions from presented data.
Possesses problem-solving skills and inherent decision-making ability as well as the ability to take initiative, be assertive, and manage multiple streams of work.
Extremely detail-oriented and able to work productively and flexibly in a high-volume and fast-paced environment.
Able to work independently and as part of a team, while fostering collaboration and peer support.
Demonstrates a commitment to diversity within the office using a personal approach that values all individuals and respects differences regarding race, ethnicity, age, gender identity and expression, sexual orientation, religion, disability, and socio-economic circumstance.
Demonstrates a commitment to work collaboratively and respectfully toward resolving obstacles and/or conflicts.
Able to communicate effectively with all levels of staff and end users.
Flexibility and a good sense of humor.
Commitment to the mission and goals of Wellesley College.
Other
Writing samples required.
This position incorporates a flexible hybrid work schedule, and Wellesley College requires employees must reside in New England.
#J-18808-Ljbffr