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Kitchener

    Prospect Research Officer - Waterloo, Canada - University of Waterloo

    University of Waterloo
    University of Waterloo Waterloo, Canada

    4 weeks ago

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    Description

    Overview

    The primary purpose of the position is to support strategic and donor-centred fundraising efforts at the University of Waterloo through research and analytical activity. This may include researching existing and potential donors to the University; preparing reports related to fundraising priorities; liaising with Development Officers; and contributing to donor strategies.

    Responsibilities

    Research & Strategic Intelligence

  • Prepare and provide prospect research material to inform Advancement fundraising strategies
  • Conduct targeted, complex searches using Boolean logic and multiple e-databases as well as social media to identify relevant information
  • Exercise expertise, independent thought and analytical judgement in selecting information to include in research materials based on reliability of source, client needs, departmental goals and university strategy
  • Produce concise yet thorough prospect research reports and documents
  • Familiarity with and understanding of fundraising techniques and strategies for each phase of the moves management cycle (qualification, cultivation, solicitation and stewardship)
  • Provide input and make recommendations on prospect strategy based on prospect research materials and personal expertise
  • Identify and interpret financial and wealth indicators and their potential impact on giving including stock transactions, real estate values and corporate holdings
  • Understanding of wealth indicators and available research resources in key international Waterloo markets such as Hong Kong
  • Monitor global news sources to uncover opportunities for building relationships with potential new Waterloo prospects, or leveraging and developing existing ones
  • Aware of best practices in Prospect Research

    • Prospect Identification & Pipeline Development

  • Conceptualize, develop and implement proactive prospecting methodologies to identify potential major gift donors
  • Conduct regular portfolio analyses and reviews with members of assigned Faculties/Units
  • Develop and create capacity ratings based on industry standard formulas and an understanding of the impact of life stage and wealth indicators on capacity
  • Uncover university affiliations and new opportunities for prospect engagement/connection
  • Familiarity with departmental processes for managing prospects including reports and database tracking processes
  • Aware of best practices in Pipeline Development and Prospect Management

    • Faculty/Unit Liaison

  • Liaise with assigned Faculties/Units on behalf of Prospect Research
  • Understanding of Faculty/Unit priorities, strategies and goals and how they relate to prospect research needs and services
  • Communicate on deadlines and negotiate project details with assigned Faculties/Units on behalf of Prospect Research
  • Monitor and contribute to management of pipeline development in the Faculties/Units
  • Bring forward opportunities for Advancement training sessions to the Associate Director, Prospect Research

    • Other

  • Assist with maintenance of Advancement print and electronic prospect and donor files
  • Ensure fundraising and research data are accurately recorded on the Advancement database with the help of the Research Specialist and other Advancement Services units
  • Make recommendations regarding purchases of Prospect Research subscription resources to the Associate Director, Prospect Research
  • Train new Prospect Research staff and/or supervise co-op students as required
  • Be an active Team Player with all Advancement units
  • Other duties as assigned

    • Qualifications

  • Completion of a Bachelor's degree, or equivalent combination of education and experience
  • Masters of Library & Information Science preferred
  • 3+ years at a charitable organization preferred
  • Previous prospect research experience an asset
  • Excellent client service, demonstrating diplomacy in all situations
  • Proven strong verbal and written communication skills
  • Possess sense of curiosity and collaborative mind set
  • Strong attention to detail and organizational skills
  • Ability to work independently and as part of a Team
  • Excellent problem solving and interpersonal skills
  • Strong computer skills, with advanced proficiency in MS Word and Excel, and basic PowerPoint skills
  • Ability to build searches using Boolean logic
  • Familiarity with donor database software an asset; Raiser's Edge preferred
  • Knowledge of electronic news, business databases and social media, their search features and
    available content

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