Donor Research, Portfolio Analyst - Development Services

The University of Texas System - Galveston, TX

Full-time - Mid Level

Galveston, TX

Educational Services

About the position

The Donor Research, Portfolio Analyst position at UTMB Health is responsible for developing systems and strategies to optimize major gift prospect management. The role focuses on increasing the number of major gifts by prioritizing prospect assignments and conducting thorough research on potential donors. The analyst will work closely with fundraising staff to understand their needs and proactively identify new prospects.

Responsibilities

• Develop and implement a clear strategy for UTMB prospect management efforts.
• Use statistical analysis of the development database to develop indicators, benchmarks, milestones, and reports that inform decision-making and support fundraising performance.
• Make recommendations to build and update major gift portfolios based on prospect management strategies.
• Periodically review assigned and unassigned prospect base to assess the potential value of UTMB's development pipeline.
• Manage the prospect assignment process to maximize the performance of development officers and the prospect pool.
• Plan and execute strategies to identify sources of major gift private support using creative research techniques and electronic searching methodologies.
• Provide high-level research on individuals, corporations, and foundations using various biographical, organizational, and financial sources.
• Compose documents (profiles, biographies, thumbnail reports) using appropriate style, grammar, and content for specific audiences.
• Interpret and translate complex financial, legal, and corporate language into easily comprehensible terms while adhering to University standards of discretion and confidentiality.
• Develop policies and procedures based on best practices in portfolio management.

Requirements

• Bachelor's degree and three years of related experience; an equivalent combination of education and experience may be considered.
• Experience in donor research.
• Experience in donor database systems, preferably Blackbaud Raiser's Edge.

Nice-to-haves

• Five years in role-creating and enhancing processes and procedures.