Prospect Research, Analytics & Records Analyst

Job Details

The Prospect Research, Analytics, and Records Management Analyst works strategically to provide the most accurate information to development team members to optimize donor strategy and drive fundraising results. Serving as the subject matter expert in a wide array of research tools and databases, the Analyst will provide financial analysis and wealth assessment, utilize products related to research analysis, and generate reports using the appropriate software. The Analyst will lead research and prospect identification projects, consult with fundraising teams and individual development officers, create data visualizations, and ensure donor records' accuracy. This position plays a critical role in the success of the University's fundraising initiatives by identifying prospective donors, assessing their giving potential, and supporting the strategic movement of prospects by building the donor pipeline.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Review and analyze information and conduct high-level research to evaluate the financial assets and indicators of wealth, biographical and family information, community involvement, and philanthropic interests of prospects and donors to support fundraising and stewardship goals.
• Develop high-quality, comprehensive profiles and tailored briefings using information from University records, publicly available information, and subscription resources on donors and other prospects to support the needs of the Office of the President, the Executive Vice President of Development, front-line Development Officers, and other University leaders-- both proactively and in response to specific requests.
• Devise and manage a comprehensive analytics program, including predictive modeling, wealth screening, data mining, benchmarking, gift officer productivity metrics, portfolio audit/balancing, pipeline management, and other methodologies.
• Oversee prospect research and management projects, to ensure a high level of performance.
• Establish and follow data management Best Practices and Data Governance Guidelines to update and manage constituent records.
• Identify funding opportunities, with a particular focus on detecting/discovering relationships among individuals, organizations, and groups.
• Participate in training and professional development organizations to stay current on trends and technology related to prospect research.
• Train and mentor Development staff and Student workers on best practices in data integrity and data management, industry standards, and evolving trends.
• Work closely with the communications team to help build and promote reports, briefs, and visual data.
• Responsible for continued data update processes for the Alumni and Donor population of Liberty University. Research each address, phone number, email address, and name change to ensure the correct append is made to each record.
• Ensure data integrity is maintained by following policies and procedures prior to updating records and ensuring previous information is retained in the CRM.
• Work directly with data updates provided from the Analytics Decision & Support Office, Alumni Office, Development Office, Planned Giving office and Contact Center to accurately update all contact information provided.
• Identify multiple contact records for the same person in the CRM and give to supervisor to review and submit to IT for merging.
• Verify data before entering on record, correct the data, delete unnecessary data, or combine data from several sources in the process of updating. Monitor and update donor and alumni information in order to ensure accurate reporting, follow-up, and gift acknowledgement.
• Ability to articulate and defend the unique Christian educational mission and vision of Liberty University and its subsidiaries to a wide variety of individuals and groups.
• Ability to maintain confidentiality while managing highly sensitive documents and information.
• Other duties as assigned.
• Strictly adheres to Liberty University policies, representing the University in an exemplary manner.
• Works effectively as a team member, embracing and fostering LU’s Christian model and Mission – Training Champions for Christ.

EXTERNAL RELATIONSHIPS

This position interacts with internal Liberty University staff by means of in person, phone, email and written communication.

QUALIFICATIONS AND CREDENTIALS Education and Experience

Bachelor’s Degree or equivalent 3-year work experience required. Must be comfortable with computers and researching/updating donor data bases.

ABILITIES AND COMPETENCIES ESSENTIAL TO THE FUNCTION OF THE JOB Communication and Comprehension

• Ability to effectively communicate both verbally and in writing to convey clear, well articulated information.
• Ability to understand, speak, and write English in order to convey messages and correspond in an articulate and professional manner.
• Possess public communication skills that allow professional representation of Liberty University.
• Strong organizational skills.
• Computer skills

Problem Solving

• Intuitively able to reason, analyze information and events, and apply judgment in order to solve problems of both a routine and complex nature.

Physical and Sensory Abilities

WORKING CONDITIONS

• Frequently required to sit for extended periods to perform deskwork or type on a keyboard.
• Regularly required to hear and speak in order to effectively communicate orally.
• Occasionally required to stand, walk, and climb stairs to move about the building.
• Handle materials, reach overhead, kneel or stoop in order to conduct business.
• Occasionally lift 10 or fewer pounds.

Work Environment

The working environment in which one will typically perform the essential functions of this position is a climate-controlled setting. It is well lighted, and the noise level is moderate. Working environment may include facilitation of events outdoors occasionally

Driving Requirements

Use of one’s personal vehicle (or LU vehicles) is not required for travel in the performance of the essential functions of this position.