Prospect Research Officer - Waterloo, Canada - University of Waterloo

University of Waterloo

Verified Company

Waterloo, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Overview:

Term: 18 months.

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 edatabases 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 coop 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

Equity Statement:

The University of Waterloo acknowledges that much of our work takes place on the traditional territory of the Neutral, Anishinaabeg and Haudenosaunee peoples.

Our main campus is situated on the Haldimand Tract, the land granted to the Six Nations that includes six miles on each side of the Grand River.

Our active work toward reconciliation takes place across our campuses through research, learning, teaching, and community building, and is co-ordinated within our Of