Prospect Researcher

Salary Range Starting at $49,310; commensurate with experience Job Summary The Prospect Researcher for Advancement Services is responsible for identifying prospective donors, conducting strategic prospect reviews, and information gathering and analyzing information to support Advancement priorities and fundraising efforts. This position collaborates closely with Advancement staff and the University Relations division to promote systematic, data-informed approach to relationship management and prospect development. The Prospect Research plays a key role in identifying, evaluating, and tracking prospective donors, as well as collecting and maintaining information that supports the cultivation of long‑term philanthropic relations with alumni, parents, and friends of the University. This position reports to the Associate Director of Prospect and Portfolio Management. Core Duties Assist the Associate Director of Prospect and Portfolio Management in developing, implementing, and maintaining prospect management methodologies, prospect analysis and review processes and procedures, reporting tools, and data analytics to support fundraising strategy and performance. Proactively identify annual, major, and planned giving prospects through review of donor reports, news alerts and other research resources; share relevant information with fundraising staff and maintain accurate constituent records. Conduct prospect, donor and market research; analyze qualitative and quantitative data; prepare detailed reports, briefings, and presentations to support donor cultivation, solicitation and stewardship strategies. Produce clear, accurate, and audience appropriate written materials, including but not limited to prospect profiles, biographies, briefings, and project summaries. Partner regularly with fundraising staff to review portfolios, discuss prospects and strategies, and provide research support for fundraising initiatives as requested by Supervisor. Ensure biographical and prospect tracking information for constituents is accurately recorded in the database in a timely and reportable format. Support in the management of process and systems used to track prospect activity, engagement, and philanthropic history. Serve as a subject matter resource on prospect research, prospect tracking, and related database and relevant applications in collaboration with Associate Director of Prospect and Portfolio Management. Assist with the development, testing, and maintenance of reports, dashboards, and data tools used to monitor prospect activity, stage‑aging, and proposal review to support fundraising metrics. Support data governance initiatives, including donor coding, database mapping, and other projects that enhance data quality and reporting across University Relations. Work directly with Supervisor to monitor and share trends, best practices, and emerging developments in philanthropy, wealth screening, and prospect research to inform fundraising strategies. Support in the supervision of Advancement Services student employees as needed. Supervisory responsibilities include hiring processes, setting of expectations, training and professional development, performance management and evaluations, and disciplinary processes up to termination of employment. Other duties as relevant to the duties of the position or as assigned by supervisor or designee. Please note that the above list of duties is not comprehensive but generally demonstrates the types of matters under this position’s purview and responsibility. Education & Experience Required: Bachelor’s degree in relevant field of study. Required: One to two years of professional experience in prospect research, non-profit fundraising, or a related field. Preferred: Prospect research experience through various content platforms. Preferred: Experience with iWave, Windfall, Asana and Raiser’s Edge RENXT. Or a combination of equivalent education and/or experience. Certifications & Licenses None. Knowledge, Skills & Abilities Ability to conduct research, generally in digital format. Ability to quickly learn and use CRM and wealth screening software. Ability to prepare professional reports, profiles, summaries, and correspondence. Strong analytical, organizational, and problem‑solving skills, with attention to detail and accuracy. Excellent verbal and written communication skills with strong writing, editing, and proofreading skills. Ability to manage multiple projects, prioritize competing deadlines, and work independently while maintaining high‑quality standards. Strong interpersonal and communication skills with the ability to collaborate effectively across departments. Strong ability to routinely and independently exercise sound judgment in making decisions. Ability to maintain and promote confidentiality of information and effectively handle highly sensitive and confidential information with sound judgment, tact, and discretion. Strong ability to practice a high level of data privacy. Ability to work independently, effectively receive supervisory input and directions, and work as part of and contribute to a team. Competence with and commitment to inclusive excellence; ability to be an effective partner with diverse students, faculty, and staff. Ability to establish effective working relationships, professional rapport, and effectively accomplish work within a University setting that includes a wide array of individuals, groups, policies, and processes. Effective ability to use and learn computers, technology, software, and applications at level of sophistication required for the duties of the position, including, without limitation, Microsoft Office (Outlook, Word, Excel, and PowerPoint), the internet, and constituent relations software (e.g. Raiser’s Edge). Physical Requirements Frequently: sit, perform desk‑based computer tasks; use fine manipulation and grasp; use a telephone; write by hand; sort and file paperwork. Frequently: ability to interact and communicate with members of the University and others as necessary. Occasionally: stand and walk; twist; lift, carry, push, and pull objects that weigh up to 10 pounds. Occasionally: ability to attend events and activities on or off campus. Occasionally: ability to travel for training and meetings. Working Conditions Hours of employment: sometimes may require working flexible and/or longer hours, including evenings, nights, and weekends, when necessitated by projects and travel. Stress from work‑related situations such as those involving challenging, important, urgent, time‑sensitive, or multiple matters. Work Standards Respect for the University’s mission and Catholic identity: demonstrates commitment to learning, respecting, and contributing to the mission of the University, a Catholic and Congregation of Holy Cross institution. The University’s mission statement states in relevant part: “we pursue teaching and learning, faith and formation, service and leadership in the classroom, residence halls, and the world.”The University’s Statement of Inclusion states in relevant part: “Our belief in the inherent dignity of each person is founded upon the social teaching of the Catholic Church. At the center of that teaching is the fundamental mandate that every person, regardless of race, color, religion, gender, sexual orientation, social or economic class, age, or disability shall be treated with respect and dignity.” The full Mission Statement is at: . The full Statement of Inclusion is at: . Promote culture of safety: demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned. Compliance with laws and policies and procedures: subject to and expected to comply with all applicable University, departmental, and other applicable policies and procedures, including but not limited to, the personnel, business, and/or other policies of the University. Compliance with driving‑related laws and requirements: when conducting university business while driving, must comply with the Oregon Vehicle Code and University of Portland driving requirements. Interpersonal skills: demonstrates the ability to work professionally with all University of Portland community members, external organizations, and any other person or organization employee interacts with in his or her University capacity. Medical and dental insurance, life insurance, sick time and vacation time consistent with University policies, long‑term disability insurance, flexible spending account benefits, tuition remission benefits generally starting after 90 days (employee) or 2 years (spouse and children) of employment, retirement contributions generally starting after 2 years of employment, and eligibility for the University’s home purchase assistance program consistent with program requirements. (Benefits are subject to all relevant University policies, practices, contracts, and any other relevant materials.) Contact University of Portland 5000 N. Willamette Blvd Portland, Oregon 97203-5798 View phone number on click.appcast.io View email address on click.appcast.io #J-18808-Ljbffr University Of Portland