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Position Classification Description

Position Class Code / Title: A0022 / Prospect Research Splst
Recruitment Tier: Tier 1
FLSA: Exempt
Grade: 11

This is a description of a Staff Position Classification. It is not an announcement of a position opening. To view descriptions of current openings, please go to UNMJobs and Search Postings to view positions that are currently accepting applications.

The following statements are intended to describe, in broad terms, the general functions and responsibility levels characteristic of positions assigned to this classification. They should not be viewed as an exhaustive list of the specific duties and prerequisites applicable to individual positions that have been so classified.

Summary

Under indirect supervision, completes information research projects which support the institution's various development and associated initiatives and programs. Evaluates a wide range of corporate and individual information/bibliographic research as requested. Establishes and maintains information research services, systems, and resources. Provides prospect identification, research, and analysis of financial and biographical information to assist in determining cultivation and solicitation strategies for major gifts and development of ongoing relationships with prospects and donors.

Duties and Responsibilities

  1. Plans and conducts complex information and bibliographic research on financial, biographical, corporate, legal, and/or business topics, using traditional and/or advanced electronic research methods and techniques.
  2. Initiates proactive research projects to identify new prospects from news and other sources to populate the portfolios of development staff and add funding potential for campaign and ongoing development purposes.
  3. Operates, and maintains centralized data bases and recommends adjustments to database to enhance and improve research and prospect management-related tasks and reporting.
  4. Screens and analyzes research data as appropriate to specific needs of the various client groups. Analyzes data and creates documents to support fundraisers, including but not limited to profiles, briefings, and customized summaries. Shares new information discovered from electronic alerts, news sources, and other sources, to appropriate development officers and staff.
  5. Documents prospect research and clearance-related changes in database, and requests entity updates with additional or new information on prospects (changes in name or marital status, address, work, etc.)
  6. Follows up on approved clearance and solicitation requests, documenting changes and creating assignments and proposals as needed in database.
  7. Trains and instructs faculty, staff, and students in the use of information retrieval services and automated library/bibliographic search systems.
  8. Keeps updated with changing landscape of prospect research by viewing webinars, attending seminars, reading articles, testing new research resources, and taking advantage of all other opportunities to develop state-of-the-art fundraising and prospect research knowledge.
  9. Calculates accurate capacity ratings on prospects, using all available financial and industry-standard methods and ranges.
  10. Plans and coordinates the implementation of information retrieval services and programs, such as web sites.
  11. Participates in operational planning and policy development related to prospect research.
  12. Performs miscellaneous job-related duties as assigned.

Minimum Job Requirements

  • Bachelor's degree; at least 3 years of experience directly related to the duties and responsibilities specified.
  • Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required

  • Skill in the strategic use of a wide range of advanced automated library and bibliographic search systems.
  • Knowledge of prospect research resources, including subscription databases and free websites, as well as non-electronic sources.
  • Ability to develop, operate, and maintain complex relational data bases.
  • Skill in examining and re-engineering operations and procedures, formulating policy, and developing and implementing new strategies and procedures.
  • Ability to provide technical instruction in area of specialty.
  • Knowledge of web site development methods, procedures, and techniques.
  • Effective verbal and written communication skills.
  • Excellent interpersonal and communication skills.
  • Knowledge of budgeting, cost estimating, and fiscal management principles and procedures.
  • Knowledge of information and bibliographic research principles, methods, and techniques.
  • Knowledge of institutional funding principles, methods, procedures, and resources.
  • Understanding of and ability to interpret financial documents, including SEC filings, annual reports, compensation policies and stock awards and option documentation.
  • Understanding of the highly confidential nature of prospect research, and adherence to the ethics policy of the Association of Professional Researchers for Advancement (APRA).
  • Familiarity with and ongoing progress toward full proficiency in all skills identified in the APRA Advanced Prospect Research Skills Set.

Distinguishing Characteristics

    Position requires: a) operating and maintaining centralized databases to support the university; b) analyzing and manipulating abstract research data; c) planning and conducting complex electronic information and bibliographic research; d) creating accurate and well-written documents with results of research; and e) training and instructing in the use of information retrieval.

Working Conditions and Physical Effort

  • No or very limited physical effort required.
  • No or very limited exposure to physical risk.
  • Work is normally performed in a typical interior/office work environment.

The University of New Mexico provides all training required by OSHA to ensure employee safety.

Revised Date: 03/20/2017