Job Description Summary
Reporting to the Executive Director of Stewardship and
Advancement Services, the Prospect Strategy and Research
Analyst will be responsible for the development of
research and analysis on a wide variety of constituents for use by
Rosalind Franklin University in pursuit of private funding
initiatives and other strategic engagement activities. This new
position will proactively work with the Institutional Advancement
team to identify moves management strategies and analysis to keep
all active portfolios up to date and prioritized, and to keep a
dynamic prospect pipeline moving forward. The ideal candidate will
be data driven and research savvy in their work to empower the
advancement team, campus leaders and volunteers to build a
sustainable and broad pipeline of individual and institutional
prospects for the University’s funding and engagement
Rosalind Franklin University continues to expand efforts to
steer health care and research in the right direction — one that
elevates public trust in health care, advances community evidenced
medical research, addresses critical healthcare workforce needs,
guides health literacy and achieves better wellness outcomes for
Campus leaders and the Institutional Advancement team have
focused collective attention on growing trust-based philanthropy
among individuals and institutions who share these
aspirations. The university has also made a significant
investment in philanthropy and engagement with intent to grow and
strengthen the base of philanthropic partners who have entrusted
RFU with financial resources as an investment in health justice and
Applicants should submit a resume and cover letter to be
considered for the position.
Essential Duties and Responsibilities
- Provides consistent high-quality research analysis used to
inform solicitation and engagement strategies.
- Proactively produces research to identify and qualify
prospective individuals, corporate and foundation major donors
consistent with the University's priorities and objectives through
data mining, wealth screening and ad-hoc research.
- Collaborates with the Institutional Advancement team to produce
biographies, profiles and briefings that are appropriately tailored
to specific audiences and that use style and content appropriate to
the specific audience (e.g. development officers, campus
- Coordinates research of philanthropic funding opportunities
among institutions (corporations, foundation, federal, state, and
other private funding agencies) in collaboration with advancement
staff and RFU faculty, researchers and other
- Stays informed of developments in research, ethics and
technology related to prospect research in philanthropy.
- Partners with advancement services and prospect management
teams on the tracking and management of their activity in Blackbaud
CRM and supports data needs to inform standardized reporting and
decision making, and supports regular portfolio review meetings and
prospect strategy sessions with frontline fundraisers.
- Partners with members of the advancement services team to align
prospect management standards of practice and process guidelines,
and regularly monitors activity using custom reports, lists or
dashboards to ensure continuity, accountability and desired
- Participates in the administration and configuration of the
prospect management components of the Blackbaud CRM system.
Provides regular quality checks and audits as needed to ensure the
quality of prospect, assignment, action, and proposal data.
- With Intuitional Advancement leaders, develops a set of metrics
and reports that will provide analysis and interpretation of
portfolio performance and health.
- Liaises with key members of the philanthropy and engagement
teams, produces research on behaviors of constituent segments,
giving patterns, and pipeline movement.
- Produces analytical reports and data visualization on the
performance of the University’s impact fund, gift planning
portfolio, grants portfolio, donor stewardship portfolio, and
stakeholder engagement strategies and initiatives.
- Utilizes available data to develop a profile of what a current
major gift/planned gift/grant donor looks like, and applies that
profile to the larger Raiser’s Edge database to determine which
prospects deserve closer attention (i.e. targeted engagement
efforts and/or assignment to a prospect manager.)
- Seeks opportunities for professional development that will
enhance job performance.
- Develops and maintains a network of contacts with other
prospect management professionals nationwide.
- Maintains strict confidentiality and handles sensitive
information and material in an ethical and professional
- Curates a suite of external resources to monitor and track
industry specific changes that are relevant to our
Required Education and Experience
Bachelor's degree in a relevant field or equivalent combination
of education and experience. 3-5 years of prospect and/or grant
research in a nonprofit organization. Previous experience
identifying, researching or analyzing prospect information.
Required Knowledge, Skills and Abilities
- Knowledge of research sources available through the internet
and demonstrated skill in utilizing diverse resources to locate and
compile business and biographical information.
- Demonstrated working knowledge of fundraising databases.
- Ability to download and/or export information between
- Ability to maintain a prospect tracking system and record
- Ability to communicate research and analysis verbally and via
- Advanced analytical skills and ability to interpret/analyze
complex financial and legal disclosures, technical and trade
documents, including court and tax records, annual reports, SEC
filings and real property files.
- Knowledge of current trends within philanthropy and research.
Skill in analyzing and organizing information to identify
philanthropic patterns, tendencies and relationships among
individuals, corporations and foundations.
- Strong knowledge of Microsoft office suite.
- Ability to recall, recognize and communicate interrelated
information pertaining to the University’s benefactors and
- Demonstrated ability to conceptualize and develop proactive
prospecting methodologies to support organization goals; identify
prospects (through constituent list segmentation, push technology,
electronic database screening and peer/constituency screening and
rating); and understand wealth indicators, including income
(estimated or public) and assets.
- Working knowledge of terminology and resources specific to
- Demonstrated skill in writing and editing logical, detailed and
analytical reports that support planning and decisions making.
- Proven ability to provide critical analysis, using sound
judgment with realistic expectations for prospects and donors.
- Demonstrated ability to work independently, prioritize work and
independently manage multiple, diverse and competing priorities
while meeting deadlines.
- Knowledge of ethics statements by Association of Professional
Researchers for Advancement (APRA), Council for Advancement and
Support of Education (CASE) and other appropriate industry
associations or organizations.
- Ability to work with sensitive information and maintain
Preferred: Previous experience recommending donor prospecting
strategies among individuals and institutions, as well as state and
federal grants. Previous experience in an academic environment
Conditions of Employment
Must achieve satisfactory results from a background check
Must have proof of COVID 19 vaccination with booster or a
university approved exemption
Typical Physical Demands and Working
Selected candidate must have the mental and physical
capabilities to perform the essential functions of the position
with or without reasonable accommodations.
EOE, Including Disability / Vets