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Prospect Research Analyst - Remote Eligible

Employer
Presbyterian Healthcare Foundation
Location
New Mexico, United States
Salary
$60,000.00 - $90,000.00
Closing date
Jan 15, 2022

View more

Position Type
Fundraising, Prospect Research
Fields
Research
Employment Type
Full Time
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Overview

Type of Opportunity: Full Time
Requisition ID: 2021-25024
Exempt: Yes
Work Schedule: Weekday Schedule Monday-Friday- Remote eligible!

Summary:
The Prospect Research Analyst (PRA) reports to the VP Foundation Operations. The PRA role researcher, analyzes and recommends strategy on donors and prospective donors with major gift capacity ($10K+). 

Responsibilities

Prospect Research

Conducts reactive research using a wide variety of biographical, organizational and financial sources.

Prepares briefing, bios and additional research to inform decisions for the Foundation gift officer staff.


Prospect Identification

Assess capacity, interests, philanthropy and relationships to identify and qualify new prospective donors.

Use of bi-weekly patient screening results, daily gift reports, referrals by staff, physicians and volunteers and by sphere of influence mapping to identify and qualify new prospects.

Produce prospect screening lists for development officers to review with volunteers.


Portfolio Management

Upon the direction of the VP Fdn Operations, participate in Portfolio Review sessions with major gift officers.

Use research to provide suggestions/strategies for qualification, cultivation and solicitation of prospects.

Work closely with the VP Foundation Operations to assign prospects to portfolios.


Other Aspects:

Participate in major gift meetings. Build strong interpersonal relationships with the gift officers to provide on-going support and research.

Guide the gift officer staff on the use of software application and the PHF donor CRM and how to use those most effectively for reporting and organizing their work.

Save research notes in the Foundation's CRM system according to process approved by VP Foundation Ops.

Adhere to coding standards to track research activity and screened/identified prospects in the foundation's CRM system to facilitate reporting. Produce reports from the PHF CRM related to research activity.

Review daily, weekly and monthly publications to uncover timely information about prospects, donors, trustees, board members and others to facilitate in the cultivation of prospects. Provide information to appropriate development staff.

Work successfully as part of a team and responsible for developing then maintaining strong working relationships with co-workers.

Special projects:

Assist in training staff on research, moves management and other prospect development aspects of PHFs donor CRM system.

Develop prospect development documentation.

Keep up to date on market trends and best practices in order to improve services.

Recommend and monitor processes, as well as assist in the implementation of recommended practices in order to improve effectiveness.

 

Qualifications

Education: Bachelors Degree required

3 years of related experience in prospect research, including experience with targeted searches using online sources like: Lex/Nex, RelSci, iWave.

Experience using Salesforce or other fundraising CRMs/Databases to store, extract, search for information.

Ability to peruse large files of information, find the details relevant to fundraising, present finding and recommendation clearly, concisely and accurately.

Candidate must be independent thinker, self-starter, detail oriented, well organized and be able to plan and execute projects from conceptions to completion.

Exceptional ethics and integrity, ability to be discrete and maintain donor confidentiality.

Successful experience working with donor related information and proficient working knowledge of data management, queries, exports reporting and prospect research.

Enjoys learning and discovering better ways to maximize return.

Be comfortable with change and shifting priorities.

Must work well in a team environment.

 

Benefits

Benefits are effective day-one (for .45 FTE and above) and include:

  • Competitive salaries
  • Full medical, dental and vision insurance
  •  Flexible spending accounts (FSAs)
  •  Free wellness programs
  • Paid time off (PTO)
  • Retirement plans, including matching employer contributions
  • Continuing education and career development opportunities
  •  Life insurance and short/long term disability programs

About Us
Presbyterian Healthcare Services is a locally owned, not-for-profit healthcare system of nine hospitals, a statewide health plan and a growing multi-specialty medical group. Founded in New Mexico in 1908, it is the state's largest private employer with approximately 11,000 employees.

Presbyterian's story is really the story of the remarkable people who have chosen to work here. Starting with Reverend Cooper who began our journey in 1908, the hard work of thousands of physicians, employees, board members, and other volunteers brought Presbyterian from a tiny tuberculosis sanatorium to a statewide healthcare system, serving more than 700,000 New Mexicans.
 
We are part of New Mexico's history - and committed to its future. That is why we will continue to work just as hard and care just as deeply to serve New Mexico for years to come.
 
About New Mexico
New Mexico's unique blend of Spanish, Mexican and Native American influences contribute to a culturally rich lifestyle. Add in Albuquerque's International Balloon Fiesta, Los Alamos' nuclear scientists, Roswell's visitors from outer space, and Santa Fe's artists, and you get an eclectic mix of people, places and experiences that make this state great.
 
Cities in New Mexico are continually ranked among the nation's best places to work and live by Forbes magazine, Kiplinger's Personal Finance, and other corporate and government relocation managers like Worldwide ERC.
 
New Mexico offers endless recreational opportunities to explore, and enjoy an active lifestyle. Venture off the beaten path, challenge your body in the elements, or open yourself up to the expansive sky. From hiking, golfing and biking to skiing, snowboarding and boating, it's all available among our beautiful wonders of the west.

 

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