Description

This is a hybrid position requiring two days a week in New Haven, CT.

The Prospect Management Analyst is a key member of the Prospect Development team in the Yale Office of Development, providing critical support for fundraising initiatives. Prospect Management provides governance and best practice recommendations for portfolio management and moves management processes across Yale’s diverse fundraising units.

The Prospect Management Analyst is part of a team responsible for managing processes related to prospect assignments and unassigned prospect pools, and for ensuring those processes align with team and University priorities. The Prospect Management Analyst works in partnership with the Deputy Director of Prospect Management, unit staff, and appropriate department leadership to coordinate projects and tasks. Activities associated with this role include, but are not limited to, reviewing and summarizing complex information to make prospect management recommendations; analyzing and preparing reports on prospect data with Microsoft Excel; monitoring the shared Prospect Management email account to respond to routine requests and escalate complex cases; annual review, maintenance, and reporting of prospecting programs; and completing data integrity audits to ensure all prospect management data is up to date and accurate. The Prospect Management Analyst regularly utilizes Hopper, the university’s donor/alumni database, and Excel to perform data analysis as well as PowerBI tools to prioritize prospects based on region, engagement, past giving, and pipeline impact.

Requirements

1: Ability to review, interpret, and synthesize a large volume of data into clear, concise analysis while working in a deadline-orientated environment. Strong computer skills.

2: Superior written and oral communication skills. Ability to maintain strict confidentiality. Ability to deliver analysis with an appropriate balance of brevity and substance and convey financial, statistical, and industry information in accessible language.

3: Excellent organizational and problem-solving skills with ability to initiate and apply creative solutions. Native curiosity and interest in learning new things. Capable of generating new approaches to uncovering difficult to find or difficult to determine information.

4: Dependable, tactful, good ethical judgment. Ability to work well both independently and as part of a team. Ability to maintain high standards for self and others, take interest and pride in improving skills, surpass expectations and put forth best product as an individual and as a team.

5: Commitment to an inclusive workplace.