Prospect Researcher/Senior Prospect Researcher (Remote Possibility)

Requisition Number: 2024S004Posting
Full Time/Part Time: Full Time
Division: Office of Advancement
Department: Prospect Management and Research
Wage/Salary Range: $60,000 - $70,000 / (downstate NY $62,400 - $70,000)
Department Statement:
Founded in 1819, Colgate is a small, highly selective residential liberal arts college for students of talent who are preparing for lives of leadership and productive citizenship. The University recently launched a $1B campaign in support of the Third-Century Plan, a comprehensive roadmap that will advance Colgates efforts to pursue its mission at the highest level and establish Colgate as one of the finest undergraduate institutions in the nation. One of the components-the Plan for Diversity, Equity, and Inclusion (DEI)- stands as Colgates most definitive plan in 200 years for elevating the importance of diversity, equity, and inclusion throughout the institution.
Accountabilities:

• The Prospect Researcher will identify, evaluate, maintain and rate a qualified pool of prospects using wealth screening data and other available tools; applies independent judgment to provide analysis of the database and will be responsible for developing processes, policies and best practices, including identification and/or strategic research and analysis of top-tier donor prospects in the support of University Advancement.
• Accountable for the discovery, identification, and evaluation of a predetermined number of current and future prospects. Responsible for achieving objectives related to prospect identification and assisting with portfolio management.
• Assist in pipeline development of principal, major, and leadership gifts prospects across constituent types. Conduct focused research and evaluation of financial capabilities of new prospects and existing donors. Identify new potential donors through screening of paid and/or free sources and data mining.
• Collaborate with the Prospect Management and Research team in developing prospecting projects as the University's needs evolve.
• Make wealth estimations using salary surveys and other demographic information including insider holdings, real estate, as well as interpreting and analyzing complex financial documents.

Professional Experience/Qualifications

• Three or more years of related experience in research and/or prospect management for a higher education institution
• Highly proficient with Microsoft products, including Excel
• Proficient with Customer Relationship Management databases
• Demonstrated understanding of donor rights and the distinction between public and private information; scrupulous attention to matters of discretion and confidentiality
• Demonstrated knowledge of market trends in research resources, such as electronic wealth-screening services and methodologies, news databases, and business directories
• Demonstrated research, analytical, and problem solving skills
• Demonstrated ability to effectively communicate orally and in writing
• Must be able to work collegially and effectively with a diverse group of alumni, students, faculty, and staff on a daily basis

Preferred Qualifications

• For appointment at the Senior Prospect Researcher level, at least five years of related experience in research and/or prospect management for a higher education institution
• Demonstrated experience with development databases and donor information services such as Foundation Directory, iWave, LexisNexis, Wealth-X, and other online prospect research tools is preferred
Demonstrated experience with Blackbaud Raisers Edge, CRM, or NXT

Education
A Bachelors degree is required.
Other Information
Remote opportunity. Candidates are required to reside in one of the following states:

• NY, NJ, CT, GA, MA, MD, RI, TX, VA
• PA (limited to Wilkinsburg Borough & Upper Saucony Township)
• OH (limited to the Village of Fairfax)

Work Schedule:
12 months37.5 hours / week
Job Open Date:
01/05/2024
Job Close Date:
Open Until Filled
Yes
Special Instructions Summary
EEO Statement
It is the policy of Colgate University not to discriminate against any employee or applicant for employment on the basis of their race, color, creed, religion, age, sex, pregnancy, national origin, marital status, disability, protected Veterans status, sexual orientation, gender identity or expression, genetic information, being or having been victims of domestic violence or stalking, familial status, or any other categories covered by law. Colgate is an Equal Opportunity/Affirmative Action employer. Candidates from historically underrepresented groups, women, persons with disabilities, and protected veterans are encouraged to apply.
Clery Act
CAMPUS CRIME REPORTING AND STATISTICS
The Department of Campus Safety will provide upon request a copy of Colgates Annual Security and Fire Safety Report. This report includes statistics as reported to the United States Department of Education for the previous three years concerning reported: 1. crimes that occurred on-campus; in certain off-campus buildings or property owned or controlled by Colgate University; and on public property within, or immediately adjacent to and accessible from, the campus and 2. fires that occurred in student housing facilities. The report also includes institutional policies concerning campus security and fire safety, such as policies concerning sexual assault, life safety systems, and other related matters. You may access the report from the Clery Compliance web page at: https://www.colgate.edu/about/offices-centers-institutes/dean-college/campus-safety-staff/clery-compliance. Printed copies of this report may be obtained upon request from the Department of Campus Safety via e-mail at cusafety@colgate.edu.