The Senior Advancement Research Analyst is responsible for analyzing and synthesizing information from multiple sources to provide strategic research on prospects that have the propensity and ability to support university initiatives and campaigns. Collects, evaluates, and analyzes data to solve problems and formulate decisions that affect TCU advancement goals. This high-level research and analysis role facilitates the cultivation and solicitation of top prospects by the University Chancellor and President, the Vice Chancellor for University Advancement, and other senior development staff, as well as deans, unit directors and other University leaders. They will serve as a partner and resource for Advancement staff in analyzing prospect gift capacity, wealth factors, and inclination and creating strategies to achieve established goals. Must be able to analyze and interpret information and work independently, while also being an effective strategic consultant for the Advancement senior leadership team.
1. Provides enhanced research on individuals using a wide variety of online database services, Internet websites, library and government sources and other resources for public information such as Lexis/Nexis for Development Professionals, ResearchPoint, WealthEngine, DonorWatch, iWave Pro, NOZA, Foundation Search, etc., to locate and compile business, philanthropic and biographic information.
2. Uses hard, soft, and public wealth data indicators to identify, evaluate, and track highly appreciated assets. Analyzes and synthesizes accumulated complex financial information to assess financial capacity, philanthropic interests, giving propensity and connections to TCU; collaborates with development staff when necessary to target the research and maximize the results.
3. Updates database (Blackbaud CRM) with biographical and wealth information. Plans and implements strategies to identify individual prospects that meet strategic priorities and objectives and assist the development team in prospect strategy development, strengthening portfolios and working to significantly increase the number of prospects under management. Manages complex research requests as pertains to new campaign and/or special initiatives in a timely manner.
4. Partners with Advancement senior leadership to develop prospect tracking, pipeline management, and data dashboard to monitor prospects and regularly review and present potential new prospect assignments.
5. Uses Query, Advizor, and other available tools to build comprehensive prospecting reports for advancement staff and leadership that track anticipated commitments, campaign/fiscal year targets and giving to-date, as well as statistical data.
6. In collaboration with Advancement operations, assists with the creation and maintenance of new and current reports on prospects. Formats reports generated using Excel, PowerPoint and other software for presentation to advancement staff and leadership.
7. Drafts written profiles, executive summaries, and briefs as requested for the offices of the Chancellor, President, VC for Advancement for leadership events, donor calls, principal gift strategy meetings and cultivation activities.
8. Serves in a lead role for all “Due Diligence” research requests and projects.
9. Supports efforts to build prospect engagement by working closely with senior advancement leadership to strategically identify potential key volunteers and donor prospects for approved projects.
10. Holds responsibility for researching tools and sources to streamline and improve the research process. Assists in developing policies and procedures for new services and products.
11. Serves in a lead role for the planning, implementation, and training the research team on new products, services and projects.
12. Through meetings, conversations, conferences, listservs, industry publications and networking, continues to develop industry knowledge to keep abreast of emerging trends and best practices for prospect research and identification, and implement new approaches as appropriate. Recognizes best practices to support a culture of diversity and inclusion in the workplace.
13. Performs other related duties as assigned.
• Bachelor’s Degree.
• 5 plus years prospect research experience and knowledge of academic fundraising.
• Experience with personal computing, the Internet, on-line searching and database maintenance and retrieval.
• Master's degree
• Experience with relational CRM databases. Experience with Blackbaud products a plus.
• Experience with financial and/or statistical analysis and understanding of financial sectors and marketing trends.
• Knowledge of fund-raising processes.
• Knowledge of Microsoft Office applications (Word and Excel).
• Knowledge of fundraising research techniques, methodology and online resources.
• Skill in both organizing data and performing analytics for management reporting.
• Ability to communicate effectively, orally and in writing, and to formulate productive partnerships with individuals and groups of all levels of University staff, particularly development officers, faculty, and administration.
• Ability to work independently, prioritize tasks, and meet deadlines.
• Ability to maintain confidentiality.
• Ability to learn navigation and data entry in a large, complex database (Blackbaud CRM).
• Ability to initiate and collaborate on projects.
University Core Competencies definitions may be found on the Human Resources website and in the staff performance management system.
• Visual acuity to read information from computer screens, forms and other printed materials and information.
• Able to speak (enunciate) clearly in conversation and general communication.
• Hearing ability for verbal communication/conversation/responses via telephone, telephone systems, and face-to-face interactions.
• Manual dexterity for typing, writing, standing and reaching, flexibility, body movement for bending, crouching, walking, kneeling and prolonged sitting.
• Lifting and moving objects and equipment up to 10 lbs.
• Work is indoors and sedentary and is subject to schedule changes and/or variable work hours.
• This role is an on campus, in-person position.
• There are no harmful environmental conditions present for this job.
• The noise level in this work environment is usually moderate.
As an AA/EEO employer, TCU recruits, hires, and promotes qualified persons in all job classifications without regard to age, race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, national origin, ethnic origin, disability, genetic information, covered veteran status, or any other basis protected by law.
Texas Christian University is committed to assisting all members of the campus community in providing for their own safety and security. TCU’s Annual Security Report and Fire Safety Report is published in compliance with the Jeanne Clery Disclosure of Campus Security Policy & Campus Crime Statistics Act (Clery Act) and the Higher Education Opportunity Act. This report includes statistics for the previous three calendar years concerning reported crimes that occurred on campus, in certain off-campus buildings owned or controlled by the University, and on public property within, or immediately adjacent to and accessible from the campus. The statements of policy contained within this report address institutional policies, procedures, and programs concerning campus security, alcohol and drug use, crime prevention, the reporting of crimes, emergency notifications and timely warning of crimes, sexual and interpersonal violence, and personal safety at TCU. Additionally, this report outlines fire safety systems, policies and procedures for on-campus housing facilities, as well as residence hall fire statistics.
The Annual Security Report and Fire Safety Report can be found on the TCU Police Department website at https://police.tcu.edu/annual-security-report, or a paper copy of the report may be obtained by contacting the TCU Police Department at 817-257-7930, or via email at email@example.com.
We've sent an email!
Thank you for your interest in a career at TCU!