Working independently with limited supervision, the Research Analyst 1 will provide extremely confidential data to fundraisers, in order to raise major gift support to promote projects and increase endowment. The incumbent is responsible for implementing a host of strategies for fundraisers for the cultivation, solicitation and stewardship of selected donors, in order to secure large scale, long-term support for Case Western Reserve University programs and projects. Must be able to advise or instruct fundraisers in the areas of donor research and information.
Identify new prospects through proactive research for major and planned giving prospects. Identify potential prospects from numerous and varied sources. Inform/advise appropriate development officer of potential donors. (40%)
Acquire and analyze multiple financial variables. Review local, national, professional and financial periodicals for donor prospect information and activities. (20%)
Complete complex research assignments of a non-routine nature, which contribute in securing large scale, long-term support for CWRU programs and projects. (10%)
Develop and apply scientific approach to research, problem solving, and analysis. (10%)
Will work independently with limited supervision. (10%)
Analyze current and future departmental needs and policies to improve existing research operations. Develop and recommend appropriate solicitation strategies, based on donor determined capacity and interests. Provide input in the process of maintaining and updating the research policy and procedures manual. (5%)
Confer and consult regularly with development officers to form prospect cultivation and solicitation strategies. (2%)
Identify new information sources in assigned subject areas. (2%)
Perform other duties and responsibilities as assigned. (1%)
Department: All information services and support staff as required to perform essential functions.
University: Development and alumni affairs officers and staff across the campus as required to perform essential functions.
External: Alumni, corporations, foundations, friends and vendors as required to perform essential functions.
Students: Students/student workers as required to perform essential functions.
No direct supervision of staff employees.
Experience: 3 or more years of previous experience, preferably in research; preference given to those with specific experience development research. Experience with on-line databases, personal computers, and information management, retrieval, and reference directories. Expertise in administrative survey techniques, statistical and research methods.
Education/licensing: Bachelor's degree required.
Thorough understanding of research to support fundraising initiatives, prospect management systems, and data management tools.
Highly refined and urgent sense of confidentiality and discretion as this position has access to extremely personal and financial information.
Ability to communicate well, both verbally and in writing, with staff at all levels and with outside contacts to obtain information and explain policies and procedures regarding matters of a sensitive and confidential nature.
Ability to interact with colleagues, supervisors and customers face to face.
Outstanding oral and written communication skills and the ability to write reports, business correspondence and procedure manuals.
Ability to define problems, collect data, establish facts, draw valid conclusions and interpret an extensive variety of technical instructions.
Ability to interpret and evaluate results to develop sound conclusions and recommend new or revised policies.
Ability to interact well with others for the purpose of soliciting information and prioritizing work assignments. Organizational skills and initiative.
Computer proficiency (including Microsoft Office and Access) and the ability to learn new programs. Proficiency in internet information searches and database management.
Ability to meet consistent attendance.
General office working environment. Must be able to sit for extended periods while working at a computer.