Associate Director, Prospect Research

Posted 5 Days Ago
Be an Early Applicant
Boston, MA, USA
Hybrid
Senior level
Edtech
The Role
Lead prospect research, pipeline development, and due diligence to identify and prioritize major gift prospects. Conduct in-depth donor research, prepare concise briefing products, analyze wealth and philanthropic data, integrate AI tools responsibly, and collaborate with fundraisers to inform portfolio strategy and gift acceptance decisions.
Summary Generated by Built In
Company Description

By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expertise. We are dedicated to creating a diverse and welcoming environment where everyone can thrive.

Why join Harvard Medical School?

Harvard Medical School's mission is to nurture a diverse, inclusive community dedicated to alleviating suffering and improving health and well-being for all through excellence in teaching and learning, discovery and scholarship, and service and leadership.

You’ll be at the heart of biomedical discovery, education, and innovation, working alongside world-renowned faculty and a community dedicated to improving human health. This is more than a job - it’s an opportunity to shape the future of medicine.

Job Description

Harvard Medical School (HMS) seeks an Associate Director of Prospect Research to play a key role in advancing our fundraising strategy through high-quality pipeline development, prospect research, due diligence, and data driven insights. Reporting to the Director of Development/Prospect Research, the Associate Director helps to develop proactive prospecting and pipeline development strategies utilizing data mining, predictive modeling, relationship mapping, and assists the team in effectively utilizing data and modern tools—including AI enabled solutions—to work more efficiently and effectively.

The ideal candidate is an experienced research professional who is comfortable working with large datasets; has strong analytical and writing skills; exercises excellent judgment around reputational risk; and is curious about how emerging technologies can responsibly support research and decision making.

Key Responsibilities:

Prospect Management and Pipeline Development

  • Partner with the Director of Research to strengthen and expand the prospect pipeline through the identification, evaluation, and prioritization of high-potential donor prospects using evolving research tools, screening resources, and data analytics.
  • Develop and implement proactive prospecting and pipeline development strategies utilizing data mining, predictive modeling, relationship mapping, and wealth and affinity analysis to identify new major and principal gift prospects and support data-driven portfolio growth and fundraising strategy.
  • Collaborate closely with principal and major gift officers to identify, qualify, and strategically advance prospects through the fundraising pipeline in alignment with institutional priorities and fundraising goals.
  • Partner with and participate in prospect strategy discussions with frontline fundraising teams to support portfolio development and prospect strategy by providing actionable research, analysis, and recommendations on donor capacity, inclination, interests, and engagement.

Prospect Research and Strategic Insight

  • Conduct in depth research on current and potential donors, including biographical, business, philanthropic, and financial information.
  • Prepare clear, concise, and well-organized research products (profiles, briefings, memos, landscape scans) for senior leadership and frontline fundraisers.
  • Analyze wealth indicators and philanthropic behavior to estimate giving capacity and identify strategic opportunities for principal and major gift cultivation.
  • Monitor news, public filings, and other sources to keep stakeholders informed of developments affecting key prospects and donors.

Due Diligence and Reputational Risk

  • Lead or oversee due diligence reviews on high-priority prospects and institutional partners, with attention to litigation, regulatory actions, sanctions and watchlists, corruption and fraud, and other activities that may conflict with HMS’s mission and values.
  • Summarize findings in balanced, evidence-based assessments that clearly distinguish fact from allegation, convey levels of risk, and outline any ambiguities or limitations.
  • Collaborate with Development leadership and other campus partners on the integration of due diligence into gift acceptance and prospect strategy decisions.

Data, Analytics, and Use of AI Tools

  • Work with Development Technology colleagues to extract, clean, and interpret data from the fundraising database and related systems to support prospecting, portfolio analysis, and campaign planning.
  • Use Excel and other tools (e.g., SQL, R, Python, or similar) to analyze large datasets, identify trends, and develop reports that inform prospect identification and portfolio management.
  • Thoughtfully incorporate AI tools (for example, large language models, GPTs/Gens, and other generative AI applications) to assist with tasks such as summarizing long documents, scanning open-source media, organizing notes, and drafting initial language.

As part of your application, we recommend including a cover letter that will help us better understand your qualifications and background. This can provide valuable insight into your experience and interest in the role.

Qualifications

Basic Qualifications:

  • Bachelor's degree or equivalent work experience required.  
  • 5 or more years of progressively responsible experience in prospect research, due diligence, analytics, consulting, financial analysis, journalism, or a closely related field.

Additional Qualifications and Skills:

  • Strong analytical skills and comfort working with data.
  • Advanced Excel skills (e.g., formulas, pivot tables, data cleansing). 
  • Experience querying, exporting, and interpreting data from a CRM or fundraising database (familiarity with Advance helpful).
  • Demonstrated experience conducting comprehensive research using public records, news databases, business and financial filings, and specialized research tools. 
  • Proven ability to synthesize complex information into clear, succinct written products tailored to senior audiences. 
  • Demonstrated experience handling sensitive and confidential information with discretion and integrity. 
  • Excellent organizational skills and the ability to manage multiple priorities and deadlines in a fast-paced environment. 
  • Strong interpersonal and communication skills, with the ability to collaborate effectively across teams. 
  • Experience with SQL and at least one statistical or scripting language (e.g., R or Python) for data analysis and modeling. 
  • Experience with data visualization and reporting tools (e.g., Tableau, Power BI, or similar). 
  • Familiarity with AI enabled tools and a track record of using them thoughtfully to enhance, rather than replace, human research and judgment. 
  • Prior responsibility for due diligence or reputational risk assessments in a fundraising, legal, compliance, or corporate environment. 
  • Experience with advancement databases (e.g., Blackbaud, Salesforce, Ellucian Advance, or similar).

Additional Information

  • Standard Hours/Schedule: 35 hours per week
  • Visa Sponsorship Information: Harvard University is unable to provide visa sponsorship for this position.
  • Pre-Employment Screening: Identity, Education
  • Staying Informed About Your Application: Due to the high volume of applications, we may not always be able to reach out right away, but you can track your status anytime through the Careers@Harvard portal.

#LI-WG1

Work Format Details

This position has been determined by school or unit leaders that some of the duties and responsibilities can be effectively performed at a non-Harvard location. The work schedule and location will be set by the department at its discretion and based upon operational needs. When not working at a Harvard or Harvard-designated location, employees in hybrid positions must work in a Harvard registered state in compliance with the University’s Policy on Employment Outside of Massachusetts. Additional details will be discussed during the interview process. Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.

Salary Grade and Ranges

This position is salary grade level 057. Please visit  Harvard's Salary Ranges  to view the corresponding salary range and related information. 

Benefits

Harvard offers a comprehensive benefits package that is designed to support a healthy work-life balance and your physical, mental and financial wellbeing. Because here, you are what matters. Our benefits include, but are not limited to: 

  • Generous paid time off including parental leave 
  • Medical, dental, and vision health insurance coverage starting on day one 
  • Retirement plans with university contributions 
  • Wellbeing and mental health resources 
  • Support for families and caregivers 
  • Professional development opportunities including tuition assistance and reimbursement 
  • Commuter benefits, discounts and campus perks 

Learn more about these and additional benefits on our Benefits & Wellbeing Page. 

EEO/Non-Discrimination Commitment Statement

Harvard University is committed to equal opportunity and non-discrimination. We seek talent from all parts of society and the world, and we strive to ensure everyone at Harvard thrives. Our differences help our community advance Harvard's academic purposes.

Harvard has an equal employment opportunity policy that outlines our commitment to prohibiting discrimination on the basis of race, ethnicity, color, national origin, sex, sexual orientation, gender identity, veteran status, religion, disability, or any other characteristic protected by law or identified in the university's non-discrimination policy. Harvard's equal employment opportunity policy and non-discrimination policy help all community members participate fully in work and campus life free from harassment and discrimination.

Skills Required

  • Bachelor's degree or equivalent work experience
  • 5 or more years of progressively responsible experience in prospect research, due diligence, analytics, financial analysis, journalism, or closely related field
  • Advanced Excel skills (formulas, pivot tables, data cleansing)
  • Experience querying, exporting, and interpreting data from a CRM or fundraising database
  • Familiarity with Ellucian Advance (noted as helpful)
  • Experience conducting comprehensive research using public records, news databases, business and financial filings, and specialized research tools
  • Proven ability to synthesize complex information into clear written products tailored to senior audiences
  • Demonstrated experience handling sensitive and confidential information with discretion and integrity
  • Experience with SQL and at least one statistical or scripting language (R or Python) for data analysis and modeling
  • Experience with data visualization and reporting tools (Tableau, Power BI, or similar)
  • Familiarity with AI-enabled tools and track record of using them thoughtfully to support research
  • Prior responsibility for due diligence or reputational risk assessments in fundraising, legal, compliance, or corporate environment
  • Experience with advancement databases (e.g., Blackbaud, Salesforce, Ellucian Advance, or similar)

Harvard Business School Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Harvard Business School and has not been reviewed or approved by Harvard Business School.

  • Leave & Time Off Breadth Time off is considered broad, covering vacation, sick and personal days, numerous paid holidays including a winter recess, and paid parental leave. This breadth is positioned as a core part of the total rewards package.
  • Healthcare Strength Health coverage includes multiple medical plan options alongside dental, vision, FSAs/HSAs, and specialized support for high medical costs. This range of options is framed as competitive with large private employers.
  • Retirement Support Retirement programs include a university tax‑deferred 403(b) with automatic enrollment and escalation plus additional pension/retirement programs for eligible groups. These features are presented as part of a strong long‑term financial benefits offering.

Harvard Business School Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Boston, MA
0 Employees
Year Founded: 1908

What We Do

Founded in 1908 as part of Harvard University, Harvard Business School is located on a 40-acre campus in Boston. Its faculty of more than 250 offers full-time programs leading to the MBA and PhD degrees, as well as more than 175 Executive Education programs, and Harvard Business School Online, the School’s digital learning platform. For more than a century, faculty have drawn on their research, their experience in working with organizations worldwide, and their passion for teaching, to educate leaders who make a difference in the world. The School and its curriculum attract the boldest thinkers and the most collaborative learners who will go on to shape the practice of business and entrepreneurship around the globe. Community Guidelines: We may hide or block persons or hide or delete comments that include obscenities or are explicit, are spam or duplicate posts, spread misinformation, are irrelevant to the post, or are otherwise deemed inappropriate.

Similar Jobs

MetLife Logo MetLife

Consultant

Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Remote or Hybrid
United States
43000 Employees
90K-105K Annually

MetLife Logo MetLife

Business Analyst

Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Remote or Hybrid
United States
43000 Employees
55K-55K Annually

MetLife Logo MetLife

Executive Assistant

Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Remote or Hybrid
United States
43000 Employees
54K-85K Annually

MetLife Logo MetLife

Product Strategist - Disability & Absence

Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Remote or Hybrid
United States
43000 Employees
93K-135K Annually

Similar Companies Hiring

ReUp Education Thumbnail
Social Impact • Edtech
Austin, TX
180 Employees
Learneo Thumbnail
Software • Machine Learning • Edtech • Artificial Intelligence
NL
397 Employees
CodePath.org Thumbnail
Edtech • Social Impact
US
55 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account