Prospect Research Coordinator

Job Summary

Required Qualifications

• •Bachelor's degree
• •Three to five years of prospect research experience in a non-profit environment
• •Excellent writer and verbal communicator
• •Experience with Moves Management and the solicitation cycle
• •Experience with online prospect research tools (iWave)
• •Experience with database applications (Salesforce)
• •Knowledge of the principles, methods, and practices of the development profession
• •Knowledge of research techniques and resources in the fields of philanthropy, business, and museum management
• •Skilled in Microsoft Office, Teams, Sharepoint
• •Ability to handle sensitive and confidential information
• •Self-motivated and comfortable working both independently and collaboratively as a team
• •Ability to work in a fast paced, deadline driven environment
• •Extremely detail-oriented and resourceful
• •Criminal Background-National clearance
• •Ability to occasionally transport up to 25 lbs. of files, equipment or supplies
• •Ability to access files, equipment, or supplies
• •Ability to clearly communicate in person, by phone, and by video conference
• •Ability to communicate with others in conversational and written English
• •Ability to produce and maintain comprehensive and brief individual, corporate, and foundation research profiles
• •Ability to draft strategy memos to support trustee and staff solicitations
• •Ability to prepare briefing memos for relationship managers
• •Ability to identify potential nominees for the Board of Trustees and other Board committees
• •Ability to identify and map relationships of trustees and deeply engaged donors
• •Ability to prepare biographical sketches on attendees and committee people
• •Ability to prepare research summaries each month
• •Ability to adhere to ethical, contractual and legal standards of data collection
• •Ability to identify, in collaboration with development officers, research priorities and strategies for major gift and campaign efforts
• •Ability to stay up to date on all programmatic initiatives
• •Ability to analyze the prospect pool and movement of prospects through the pipeline
• •Ability to maintain and update prospect information and ensure data integrity
• •Ability to participate in the development and enforcement of the prospect research management policies
• •Ability to coordinate prospect review meetings
• •Ability to stay current on the industry-standard processes for prospect identification, cultivation (moves management) and prospect tracking methodology
• •Ability to review and recommend systems for ongoing rating of new prospects
• •Ability to train development staff on basics of prospect research and functionality
• •Ability to contribute to the analysis of fundraising data and the enhancement of reporting capabilities
• •Ability to attend professional conferences to expand skill-set and knowledge-base
• •Ability to work events and openings as necessary
• •Ability to perform ongoing biographical updates to constituent records
• •Ability to prepare for work assignments and meetings
• •Ability to conduct thorough fact-finding, decision-making and/or follow through
• •Ability to admit mistakes and errors and inform others when one is not able to meet a commitment
• •Ability to dependably demonstrate job knowledge necessary for the position
• •Ability to produce timely, accurate, high quality work output
• •Ability to prioritize work responsibilities effectively and produce work quantity expected for the role
• •Ability to identify problems and collaborate with others to devise and create effective solutions
• •Ability to interact and communicate with fellow employees in a manner that promotes a harmonious and cooperative working environment
• •Ability to facilitate open communication and keep an open mind about new ideas
• •Ability to set a good example for others
• •Ability to demonstrate ethical decision-making and communication
• •Ability to make decisions using a solution-oriented, collaborative approach
• •Ability to seek win-win outcomes in decision-making
• •Ability to show a proactive, inclusive, helpful, and respectful attitude to colleagues, guests and others
• •Ability to take initiative to contribute to diversity, equity, inclusion, and accessibility initiatives

Desired Qualifications

• •Experience with online prospect research tools (Foundation Directory)
• •Experience with database applications (Salesforce preferred)
• •Knowledge of the principles, methods, and practices of the development profession in general
• •Knowledge of research techniques and resources in the fields of philanthropy, business, and museum management
• •Skilled in Microsoft Office, Teams, Sharepoint
• •Ability to draft new or edit existing documents, proposals, and reports
• •Ability to work in a fast paced, deadline driven environment
• •Extremely detail-oriented and resourceful to produce highly accurate work
• •Ability to access files, equipment, or supplies
• •Ability to clearly communicate in person, by phone, and by video conference
• •Ability to communicate with others in conversational and written English
• •Ability to produce and maintain both comprehensive and brief individual, corporate, and foundation research profiles
• •Ability to draft strategy memos to support trustee and staff solicitations
• •Ability to prepare briefing memos for relationship managers in advance of their donor and prospect meetings
• •Ability to identify potential nominees for the Board of Trustees and other Board committees
• •Ability to identify and map relationships of trustees and deeply engaged donors
• •Ability to prepare biographical sketches on attendees and committee people of Barnes events
• •Ability to prepare research summaries each month that track our major gift prospects, board members and other persons of interest
• •Ability to adhere to ethical, contractual and legal standards of data collection
• •Ability to identify, in collaboration with development officers, research priorities and strategies for major gift and campaign efforts
• •Ability to stay up to date on all programmatic initiatives
• •Ability to analyze the prospect pool and movement of prospects through the pipeline
• •Ability to maintain and update prospect information and ensure data integrity
• •Ability to participate in the development and enforcement of the prospect research management policies
• •Ability to coordinate prospect review meetings
• •Ability to stay current on the industry-standard processes for prospect identification, cultivation (moves management) and prospect tracking methodology
• •Ability to review and recommend systems for ongoing rating of new prospects
• •Ability to train development staff on basics of prospect research and functionality
• •Ability to contribute to the analysis of fundraising data and the enhancement of reporting capabilities
• •Ability to attend professional conferences to expand skill-set and knowledge-base
• •Ability to work events and openings as necessary
• •Ability to perform ongoing biographical updates to constituent records
• •Ability to prepare for work assignments and meetings
• •Ability to conduct thorough fact-finding, decision-making and/or follow through
• •Ability to admit mistakes and errors and inform others when one is not able to meet a commitment
• •Ability to dependably demonstrate job knowledge necessary for the position
• •Ability to produce timely, accurate, high quality work output
• •Ability to prioritize work responsibilities effectively and produce work quantity expected for the role
• •Ability to identify problems and collaborate with others to devise and create effective solutions
• •Ability to interact and communicate with fellow employees in a manner that promotes a harmonious and cooperative working environment
• •Ability to facilitate open communication and keep an open mind about new ideas
• •Ability to set a good example for others
• •Ability to demonstrate ethical decision-making and communication
• •Ability to make decisions. Uses a solution-oriented, collaborative approach.
• •Ability to seek win-win outcomes in decision-making
• •Ability to show a proactive, inclusive, helpful, and respectful attitude to colleagues, guests and others
• •Ability to take initiative to contribute to diversity, equity, inclusion, and accessibility initiatives