|Prospect Research Analyst|
Prospect Research Analyst
Company : Simon Fraser University
Salary : $4,618–$5,234 a month
Location : British Columbia
Provides data-driven information and recommendations to the VPAAE, the University President, Directors of advancement, faculty-based fundraisers and other University departments. Works in close collaboration with a highly mission-focused team of internal stakeholders and campus partners to support donor engagement activities for the major gift, planned gift and principal gift programs in support of the University's highest priorities. Provides prospect identification and research, pipeline development, and data analytics. Identifies and investigates major gift donors and prospective donors (“prospects”) (individuals and organizations) and provides detailed research reports to those working with private donors to the university. The role investigates and assesses biographical and philanthropic information, analyzes complex asset and remuneration data, and creates decision-ready, detailed dossiers, wealth evaluation reports, business reports and briefing materials using commercial and public resources online. Assesses and determines affinity to the university, financial capacity, propensity to give, and philanthropic interests, and provides strategic recommendations that support planning, decision-making and fundraising initiatives.
Bachelor's degree in a relevant discipline and three years of related experience, or the equivalent combination of education and experience. 3 years of experience. An equivalent combination of formal education, certificate/program of study and experience is acceptable.
- Excellent knowledge of project management and research skills.
- Excellent organizational, report writing and presentation skills, including the ability to produce concise reports and briefs in a timely manner with attention to detail and data accuracy.
- Excellent interpersonal and group leadership skills.
- Excellent written, verbal and presentation communication skills.
- Strong analytical aptitude and critical thinking skills.
- Ability to build relationships and maintain rapport with partners in the unit and other University areas.
- Excellent understanding of research resources including biographical and career resources, corporate resources, securities/stock information, private company valuation, real estate records, foundation databases, news sources and social media platforms.
- Proficiency in advanced research methodologies such as data analytics, predictive-modelling, segmentation and network-mapping.
- Knowledge of Freedom of Information / Protection of Privacy Act / Regulations.
- Awareness and adherence to professional standards and codes of ethics, such as those set by APRA Canada.
- Ability to exercise a high level of mature judgment, tact and diplomacy.
- Ability to ensure strict confidentiality in the handling of donor and alumni information.
- Proficient in the use of standard office applications, enterprise-level information systems, and constituent relationship management software (e.g. Word, Excel, PeopleSoft, Blackbaud).
- Ability to multitask, work in a fast-paced environment, manage competing priorities and accurately deliver projects to meet deadlines.
- Ability to conduct research using the internet to access online news databases.
- Ability to work flexible hours including evenings and weekends as required.
- Ability to occasionally travel within the lower mainland to attend conferences related to the position.
Please include your cover letter and resume in one attachment.
For external candidates, the starting salary is the first step of the salary range.