Analyze biographical, philanthropic, financial, business, and relationship information to assess donor capacity, inclination, and affinity.

Prepare clear, concise, and confidential research profiles, briefings, due diligence reports, and other analytical materials to support cultivation, solicitation, and stewardship strategies.

Monitor news, business, philanthropic, and institutional developments affecting assigned prospects and communicate relevant updates to fundraising staff.

Maintain awareness of emerging trends and best practices in prospect research, wealth assessment, and philanthropy.

Prospect Identification & Portfolio Management

• Create and analyze prospect lists using research methodologies, wealth screening results, predictive analytics, and institutional data to prioritize fundraising opportunities.
• Provide cross-functional support for prospect management activities, as needed, by assisting with prospect reviews, recommending prospect assignments, moves management strategies, and portfolio adjustments. Update prospect assignments, relationship manager information, and prospect management records as needed to ensure accurate and actionable data.
• Prepare prospect lists and travel briefings for development officers and university leadership.
• Review and maintain prospect and constituent records to ensure data accuracy, consistency, and completeness.

Collaboration, Training & Professional Support

• Partner with development officers and advancement staff to identify research needs and provide strategic prospect intelligence throughout the fundraising cycle.
• Serve as a resource for prospect development tools, research techniques, reporting resources, and constituent database functionality.
• Develop and maintain research templates, documentation, and standard operating procedures to improve efficiency and consistency.
• Participate in professional development opportunities to remain current on prospect research methodologies, technology, and industry best practices.

Perform other related duties and special projects as assigned.

Minimum Qualifications

• Bachelor's degree in a relevant field such as Data Science, Library Science, Communications, Business, Social Sciences, or a related field; or a minimum of 3 years of relevant work experience in lieu of the degree.
• At least three (3) years experience using a personal computer and Microsoft or Google business software for daily business, communication, and data management.

Required Knowledge, Skills, and Abilities

• Ability to conduct online research using internet and social media tools.
• Strong attention to detail and ability to organize information accurately.
• Ability to communicate clearly in writing and produce professional work products in a timely fashion while balancing multiple priorities.
• Ability to handle sensitive and confidential information with discretion.
• Solid work ethic.
• Team-player who maintains professionalism while focusing on building strong work relationships.

Preferred Qualifications

• Experience supporting fundraising, nonprofit, higher education, or other relationship-based business functions.
• Experience writing summaries, reports, briefing materials, or other analytical work products.

Additional Position Information (if applicable)

Required Application Documents

To be considered for this position please upload a resume and cover letter.

Special Instructions (if applicable)

None

Additional Information

A criminal background check is required. All campuses are smoke- and tobacco-free campuses.

This organization participates in E-Verify.

Remote Work
For positions that are approved for remote work: Remote work is not a right, it is a work arrangement that can be modified or revoked by Miami University at any time for any reason, including the convenience of the University.

Reasonable Accommodations
Requests for reasonable accommodations for disabilities related to employment should be directed to ADAFacultyStaff@miamioh.edu or 513-529-3560. Questions and follow-ups regarding requests should also be directed here.

Miami University Values Statement
Miami University is a scholarly community whose members believe that a liberal education is grounded in qualities of character as well as of intellect. We respect the dignity of other persons, the rights and property of others, and the right of others to hold and express disparate beliefs. We believe in honesty, integrity, and the importance of moral conduct. We defend the freedom of inquiry that is the heart of learning and combine that freedom with the exercise of judgment and the acceptance of personal responsibility.

For more information on Miami University’s mission and core values, please visit the Mission and Core Values webpage.

Equal Opportunity/Affirmative Action Statement
Miami University, an Equal Opportunity/Affirmative Action employer, encourages applications from protected veterans and individuals with disabilities. Miami University prohibits harassment, discrimination and retaliation on the basis of age (40 years or older), color, disability, gender identity or expression, genetic information, military status, national origin (ancestry), pregnancy, race, religion, sex/gender, status as a parent or foster parent, sexual orientation, or protected veteran status in its application and admission processes, educational programs and activities, facilities, programs or employment practices. Requests for reasonable accommodations for disabilities related to employment should be directed to ADAFacultyStaff@miamioh.edu or 513-529-3560.

Clery Act
As part of the University’s commitment to maintaining a healthy and safe living, learning, and working environment, we encourage you to read Miami University’s Annual Security & Fire Safety Report at: http://www.MiamiOH.edu/campus-safety/annual-report/index.html , which contains information about campus safety, crime statistics, and our drug and alcohol abuse and prevention program designed to prevent the unlawful possession, use, and distribution of drugs and alcohol on campus and at university events and activities. This report also contains information on programs and policies designed to prevent and address sexual violence, domestic violence, dating violence, and stalking. Each year, email notification of this website is made to all faculty, staff, and enrolled students. Written notification is also provided to prospective students and employees. Hard copies of the Annual Security & Fire Safety Report may be obtained from the Miami University Police Department at 513-529-2223.

Labor Law Posters for Applicants

Please visit our Labor Law Posters webpage to access all relevant and applicable labor law information.

Analyze biographical, philanthropic, financial, business, and relationship information to assess donor capacity, inclination, and affinity.

Prepare clear, concise, and confidential research profiles, briefings, due diligence reports, and other analytical materials to support cultivation, solicitation, and stewardship strategies.

Monitor news, business, philanthropic, and institutional developments affecting assigned prospects and communicate relevant updates to fundraising staff.

Maintain awareness of emerging trends and best practices in prospect research, wealth assessment, and philanthropy.

Prospect Identification & Portfolio Management

• Create and analyze prospect lists using research methodologies, wealth screening results, predictive analytics, and institutional data to prioritize fundraising opportunities.
• Provide cross-functional support for prospect management activities, as needed, by assisting with prospect reviews, recommending prospect assignments, moves management strategies, and portfolio adjustments. Update prospect assignments, relationship manager information, and prospect management records as needed to ensure accurate and actionable data.
• Prepare prospect lists and travel briefings for development officers and university leadership.
• Review and maintain prospect and constituent records to ensure data accuracy, consistency, and completeness.

Collaboration, Training & Professional Support

• Partner with development officers and advancement staff to identify research needs and provide strategic prospect intelligence throughout the fundraising cycle.
• Serve as a resource for prospect development tools, research techniques, reporting resources, and constituent database functionality.
• Develop and maintain research templates, documentation, and standard operating procedures to improve efficiency and consistency.
• Participate in professional development opportunities to remain current on prospect research methodologies, technology, and industry best practices.

Perform other related duties and special projects as assigned.

Minimum Qualifications

• Bachelor's degree in a relevant field such as Data Science, Library Science, Communications, Business, Social Sciences, or a related field; or a minimum of 3 years of relevant work experience in lieu of the degree.
• At least three (3) years experience using a personal computer and Microsoft or Google business software for daily business, communication, and data management.

Required Knowledge, Skills, and Abilities

• Ability to conduct online research using internet and social media tools.
• Strong attention to detail and ability to organize information accurately.
• Ability to communicate clearly in writing and produce professional work products in a timely fashion while balancing multiple priorities.
• Ability to handle sensitive and confidential information with discretion.
• Solid work ethic.
• Team-player who maintains professionalism while focusing on building strong work relationships.

Preferred Qualifications

• Experience supporting fundraising, nonprofit, higher education, or other relationship-based business functions.
• Experience writing summaries, reports, briefing materials, or other analytical work products.

Additional Position Information (if applicable)

Required Application Documents

To be considered for this position please upload a resume and cover letter.

Special Instructions (if applicable)

None

Additional Information

A criminal background check is required. All campuses are smoke- and tobacco-free campuses.

This organization participates in E-Verify.

Remote Work
For positions that are approved for remote work: Remote work is not a right, it is a work arrangement that can be modified or revoked by Miami University at any time for any reason, including the convenience of the University.

Reasonable Accommodations
Requests for reasonable accommodations for disabilities related to employment should be directed to ADAFacultyStaff@miamioh.edu or 513-529-3560. Questions and follow-ups regarding requests should also be directed here.

Miami University Values Statement
Miami University is a scholarly community whose members believe that a liberal education is grounded in qualities of character as well as of intellect. We respect the dignity of other persons, the rights and property of others, and the right of others to hold and express disparate beliefs. We believe in honesty, integrity, and the importance of moral conduct. We defend the freedom of inquiry that is the heart of learning and combine that freedom with the exercise of judgment and the acceptance of personal responsibility.

For more information on Miami University’s mission and core values, please visit the Mission and Core Values webpage.

Equal Opportunity/Affirmative Action Statement
Miami University, an Equal Opportunity/Affirmative Action employer, encourages applications from protected veterans and individuals with disabilities. Miami University prohibits harassment, discrimination and retaliation on the basis of age (40 years or older), color, disability, gender identity or expression, genetic information, military status, national origin (ancestry), pregnancy, race, religion, sex/gender, status as a parent or foster parent, sexual orientation, or protected veteran status in its application and admission processes, educational programs and activities, facilities, programs or employment practices. Requests for reasonable accommodations for disabilities related to employment should be directed to ADAFacultyStaff@miamioh.edu or 513-529-3560.

Clery Act
As part of the University’s commitment to maintaining a healthy and safe living, learning, and working environment, we encourage you to read Miami University’s Annual Security & Fire Safety Report at: http://www.MiamiOH.edu/campus-safety/annual-report/index.html , which contains information about campus safety, crime statistics, and our drug and alcohol abuse and prevention program designed to prevent the unlawful possession, use, and distribution of drugs and alcohol on campus and at university events and activities. This report also contains information on programs and policies designed to prevent and address sexual violence, domestic violence, dating violence, and stalking. Each year, email notification of this website is made to all faculty, staff, and enrolled students. Written notification is also provided to prospective students and employees. Hard copies of the Annual Security & Fire Safety Report may be obtained from the Miami University Police Department at 513-529-2223.

Labor Law Posters for Applicants

Please visit our Labor Law Posters webpage to access all relevant and applicable labor law information.