Research Analyst

Posted 3 Days Ago
Be an Early Applicant
Tempe, AZ, USA
In-Office
Mid level
Edtech • Professional Services • Real Estate • Social Impact
The Role
Conduct prospect research and wealth assessments to identify and qualify donor prospects, maintain and analyze donor database records, collaborate with development staff to inform engagement strategies, prepare reports and presentations, and support fundraising initiatives and training.
Summary Generated by Built In
Research Analyst

In partnership with fundraising staff members, the Research Analyst will identify new and qualify existing donor investors through innovative, systematic, prospect identification processes and will assist in the development of strategies for engaging and cultivating major gift donors. Depending on area of assignment, donor prospects could be individuals, corporations and/or organizations.

What you'll do:

  • Proactively identifies prospects using fundraising analytics, screening, alerts, and routine research activities to determine a donor’s giving capacity, interest, and ties to the University

  • Maintains and updates individual biographical, financial, business, and relationship information on the alumni and development donor database

  • Upholds all fundraising and prospect research professional standards and expectations

  • Collaborates and strategizes regularly with development staff to gain an understanding of their goals and priorities and advises them on identification, engagement, solicitation, and stewardship strategies to maximize fundraising effectiveness

  • Analyzes, interpret, and summarizes financial disclosure documents for purposes of wealth assessment

  • Conducts in-depth research on individuals, corporations, and foundations, utilizing confidential files and print, electronic, and on-line resources

  • Assists in maintaining database records and promoting system integrity; ensures that the activity and movement of prospects through the fundraising cycle is coordinated through the database

  • Creates financial qualifications and in-depth financial profiles, and rates current and prospective donor investors for various University fundraising initiatives and volunteer leadership opportunities

  • Represents the department on various foundation-wide boards and/or committees

  • Provides training, guidance, and assistance to development staff, as needed, on donor and research database

  • Prepares reports on status of organizational prospects, CFR portfolios, and national organization giving trend data

  • Prepares and delivers presentations and training to Foundation staff on basic prospect research, and mentors’ new researchers

  • Stays up to date and knowledgeable of multiple screening strategies and methodologies, including (but not limited to) constituent list segmentation on the basis of limited, specific variables such as zip code, age, sex, or other demographic data; external, electronic database screening and peer group screening

  • Works with team on priority requests and special projects ensuring that all deadlines are met with quality products

What you'll need:

  • Excellent organization and prioritization skills, able to balance multiple priorities in a fast-paced environment, with a high attention to detail and thoroughness in completing assigned tasks

  • Strong and collegial interpersonal skills and an ability to communicate effectively in person, writing, and by phone with excellent follow through when developing research reports and briefing documents

  • Collaborative style coupled with an ability to work both independently and as part of a team, with little supervision

  • Ability to interact with individuals at all levels of the ASU Foundation, Enterprise Partners, and the University

  • Ability to take initiative, and consistently respond to changing situations in a flexible manner to meet the current needs of the department/unit

  • Ability to maintain a high degree of confidentiality and responsibility regarding information related to ASU Enterprise Partners (the ASU Foundation’s parent organization), its other subsidiaries and University business and confidential prospect information

  • Ability to represent the institution well, including upholding our commitment to diversity, equity, justice, and inclusion by identifying areas to increase diversity of prospect and donor pool

  • Ability to prepare and deliver presentations

  • Ability to use query tools such as Access or Hyperion

Relevant qualifications:

  • Bachelor’s degree

  • Minimum of three (3) years of experience in prospect research, development, fundraising, financial analysis, and/or relevant experience in an academic setting

Preferred education and experience:

  • Advanced degree

  • Understanding of and competency with the Association of Professional Researchers for Advancement (APRA) Advanced Skill Sets and proficiency in prospect management systems and processes

Benefits:  

  • Hybrid work schedule. We work from home two days a week!

  • Comprehensive benefits package, including medical, dental, and vision insurance 

  • 401(k) plan with matching employer contribution 

  • 22 days of vacation time 

  • 11 holidays, including your birthday 

  • Parental leave 

  • Significant tuition reductions 

  • Professional development is highly valued at ASU Foundation, where employees are encouraged to look across the organization and nurture new areas of interest 

  • $30 bi-weekly cell phone reimbursement 

 

About ASU Foundation:

The ASU Foundation fosters partnerships between ASU and like-minded individuals, corporations and foundations who believe in ASU’s mission and provide resources for ASU to manifest its charter into meaningful impact. These partnerships empower ASU to advance student access, serve our community, protect the planet, create equity in higher education and conduct research for the public good. 

At the ASU Foundation We Value:

Character

We prioritize character and integrity in every decision and action, establishing trust as the foundation of all that we do.

Service

We are dedicated to serving our students, donors, communities, and colleagues by fostering support and collaboration to ensure that our efforts are impactful.

Innovation

Innovation drives us to create meaningful opportunities and solutions, helping every member of our global community achieve meaningful outcomes.

The ASU Foundation is an Equal Opportunity Employer

Learn More:

Skills Required

  • Bachelor's degree
  • Minimum of three (3) years experience in prospect research, development, fundraising, financial analysis, or relevant academic experience
  • Ability to use query tools such as Access or Hyperion
  • Excellent organization and prioritization skills with high attention to detail
  • Strong interpersonal and communication skills (in person, writing, phone)
  • Ability to maintain a high degree of confidentiality regarding prospect and donor information
  • Ability to prepare and deliver presentations and provide training
  • Advanced degree
  • Understanding of APRA Advanced Skill Sets and proficiency in prospect management systems and processes
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The Company
0 Employees
Year Founded: 2016

What We Do

ASU Enterprise Partners is a nonprofit organization based in Tempe, Arizona. Its mission is to provide an ecosystem of services to create solutions and generate resources that extend Arizona State University’s reach and advance its charter. It supports several affiliates, including the ASU Foundation for a New American University, ASU Outreach Hub, ASURE, NEWSWELL, Skysong Innovations, and University Realty.

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