Prospect Research Analyst (Remote Possibility)

Current Benefits
Colgate University is proud to offer in-depth, competitive benefits that support the health and wellbeing of our employees and their family. The majority of benefits are effective on the date of hire.
We pride ourselves on the scope and quality of the benefits offered to our employees. We invite candidates to visit our Benefits page to learn more about our generous benefits package, which includes but is not limited to:

Health and Wellness:
Comprehensive medical, dental, vision, behavioral health benefits, disability and life insurance, 403 B Retirement with employer core and matching contributions.

Paid Time Off:
Vacation time (varies based on position classification), sick time, 13.5 holidays including a Winter Recess between Christmas and New Year's and 3 floating holidays.

Paid Family Leave:
After six months of employment, employees become eligible for up to 12 weeks of paid time off up to 67% of salary to a state maximum for bonding with a newborn, adopted or foster child, caring for a family member with a serious health condition or to help after a family member has been deployed to active military duty abroad.

Continuing Education and Professional Development:
Employees and their spouse/domestic partner may take up to 2 courses per semester at Colgate, tuition free with a $20 per course registration fee.
Funding for work related courses to obtain an undergraduate or graduate degree related to your current position.
After 7 years of service in an eligible position an employee's eligible children may be awarded up to half of Colgate's tuition to attend an accredited college, university or trade school of their choice.

Along with a generous benefits package, additional perks unique to Colgate University include but are not limited to free on campus parking, free gym membership with discounts for family members, reduced Seven Oaks Golf Course memberships, University Bookstore discount, free library access, 3 free tickets for any regular season athletic home event, access to Colgate owned Bewkes Center and Glendening Boathouse, free access to all cultural events.

Department Statement
Founded in 1819, Colgate is a small, highly selective residential liberal arts college for students of talent who are preparing for lives of leadership and productive citizenship. The University recently launched a $1B campaign in support of the Third-Century Plan, a comprehensive roadmap that will advance Colgate's efforts to pursue its mission at the highest level and establish Colgate as one of the finest undergraduate institutions in the nation. One of the components-the Plan for Diversity, Equity, and Inclusion (DEI)- stands as Colgate's most definitive plan in 200 years for elevating the importance of diversity, equity, and inclusion throughout the institution.

Accountabilities

• Review, analyze and synthesize donor data as it relates to fundraising priorities.
• Identify philanthropic patterns, tendencies and relationships among constituents.
• Using wealth and data analytic screenings, validate/qualify those with the potential for fundraising portfolio inclusion.
• Participates in the maintenance of donor prospect lists and tracking systems.
• Analyzes researched and in-house prospect data and prepares reports related to prospective and current donors.
• Assist with the validation of wealth screening assets using paid and free sources, while maintaining high standards around confidentiality.
• Actively monitors news publications through our alerts processes, tying donor developments and trends back to work being done by the University.
• Work closely with the Associate Director, Prospect Analytics & Reporting to produce campaign gift reports, dashboards, action reports, prospect reports, and various lists as requested.
• Assists in the creation of report materials for senior Advancement leadership.

Technical Competencies

Customer Service/Problem Solving

Demonstrated ability to understand, prioritize and respond to requests for information and to determine and respond to root cause of request or problem.

Research

Demonstrated ability to understand and make use of research methodologies and techniques to produce useful information/reports with some direction. Ability to understand data bases and ability to manipulate data to provide useful information about donors and prospects. Ability to become proficient with software tools and packages relevant to produce reports.

Technology

Demonstrated ability to understand and use functionality of department-specific applications and technology. Ability to apply technology tools to develop and produce reports and manage information.

Project Management

Demonstrated ability to organize duties and complete projects in a timely manner.

Data Synthesis/Analytics

Demonstrated expertise in relevant data sets sufficient to identify errors and inconsistencies in reports and data tables. Demonstrated expertise in data analysis sufficient to leverage effectiveness in pursuit of individual and department goals. Demonstrated ability to identify key metrics, specify requirements in building these metrics and inform key decisions based upon the results of same.

Prospect Management

Demonstrated ability to understand and build effective portfolios for major gift officers. Demonstrated ability to use relevant metrics to determine success of major gift officers and prospect potential.

Behavioral Competencies

Personal Accountability for Results

Takes responsibility for decisions, performance, and outcomes; behaves in a responsible manner with a positive attitude; shows self-awareness and openness to feedback.

Effective Communication

Demonstrates effective written and oral communication skills; shares information and seeks input from others; adapts communication to diverse audiences; protects private and confidential information.

Problem Solving and Decision Making

Analyzes and prioritizes situations to identify and solve problems; generates solutions to improve efficiency and quality; involves others in solving problems and making decisions; factors organizational goals into decisions; makes clear, transparent, and timely decisions.

Change Management

Responds positively to changing university initiatives and readily adapts behavior to maintain effective performance; understands the long-term direction of the university and can relate this to departmental area; adapts to new methodologies; identifies and acts on areas where change is appropriate.

Leadership and Teamwork

Applies skills and knowledge to provide a climate to achieve departmental and organizational success; balances individual and department goals; helps others perform at their best; builds productive relationships to enhance individual and organizational effectiveness; treats others with respect; resolves conflicts among team members.

Creativity and Innovation

Generates, explores, encourages, and implements innovative ways of creating strategic value for the university, division, department, and individual level; critically assesses the effectiveness of new initiatives.

Diversity and Inclusion

Demonstrates respect for people and their differences; understands the benefits of a diverse workforce; earns the trust and respect of others; includes and welcomes others; works to understand the perspective of others; promotes opportunities to experience diversity within our community.

Sustainability

Understands the impact of decision-making and personal behavior in achieving the university's commitment to a sustainable and carbon neutral campus; supports and advances the university's sustainability initiatives; influences others to use sustainable practices.

Requirements

Professional Experience/ Qualifications

• A minimum of 2 years of fundraising experience
• Highly proficient with Microsoft products, including Excel
• Proficient with Customer Relationship Management databases
• Demonstrated research, analytical, and problem solving skills
• Demonstrated ability to effectively communicate orally and in writing
• Must be able to work collegially and effectively with a diverse group of alumni, students, faculty, and staff on a daily basis

Preferred Qualifications

• 3 years experience in higher education fundraising
• Experience with development databases and donor information services such as Raiser's Edge/NXT, Foundation Directory, iWave, LexisNexis, Wealth-X, RelSci and other online prospect research tools preferred

Education
A Bachelor's degree is required

Certifications
Physical Requirements
Other Information
Colgate provides the opportunity for remote work in the following states: CT, GA, MA, MD, NJ, NY, OH, PA, RI, TX, and VA.Please note: If selected for this position, you will be required to reside in one of these states.

Posting Detail Information

Requisition Number 2024S025Posting
Temporary No
Work Schedule
Monday - Friday with occasional weekends.
37.5 hours per week

Job Open Date 04/02/2024
Job Close Date
Open Until Filled Yes
Special Instructions Summary
EEO Statement
It is the policy of Colgate University not to discriminate against any employee or applicant for employment on the basis of their race, color, creed, religion, age, sex, pregnancy, national origin, marital status, disability, protected Veterans status, sexual orientation, gender identity or expression, genetic information, being or having been victims of domestic violence or stalking, familial status, or any other categories covered by law. Colgate is an Equal Opportunity/Affirmative Action employer. Candidates from historically underrepresented groups, women, persons with disabilities, and protected veterans are encouraged to apply.

Clery Act
CAMPUS CRIME REPORTING AND STATISTICS

The Department of Campus Safety will provide upon request a copy of Colgate's Annual Security and Fire Safety Report. This report includes statistics as reported to the United States Department of Education for the previous three years concerning reported: 1. crimes that occurred on-campus; in certain off-campus buildings or property owned or controlled by Colgate University; and on public property within, or immediately adjacent to and accessible from, the campus and 2. fires that occurred in student housing facilities. The report also includes institutional policies concerning campus security and fire safety, such as policies concerning sexual assault, life safety systems, and other related matters. You may access the report from the Clery Compliance web page at: https://www.colgate.edu/about/offices-centers-institutes/dean-college/campus-safety-staff/clery-compliance. Printed copies of this report may be obtained upon request from the Department of Campus Safety via e-mail at cusafety@colgate.edu.