Assistant Director, Prospect Research

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Job description

About University of Massachusetts Amherst Foundation

Established in 2003, the University of Massachusetts Amherst Foundation (UMAF), a private 501(c)(3) nonprofit organization, exists to raise philanthropic funds in support of the University of Massachusetts Amherst's mission and highest aspirations. Located on the Amherst campus and wholly dedicated to supporting the University's mission, UMAF is a separately governed nonprofit organization with its own health, wellness, and retirement benefits. UMAF serves the University of Massachusetts Amherst community by serving as a best practices resource for fundraising strategy and implementation.

About the role

Reporting to the Executive Director of Prospect Development, the Assistant Director of Prospect Research is a member of a team responsible for identifying and evaluating prospective donors (particularly corporate and foundation donors) for their interests, relationships, inclination, and philanthropic capacity to inform and support the UMAF's fundraising strategies and outreach efforts. Partnering with Prospect Management, the Assistant Director of Prospect Research will focus on supporting the Corporate Relations and Foundation Relations teams, as well as other UMAF colleagues.
Location: This is a full-time hybrid position and is open to employees in select US states: Massachusetts, New York, Connecticut, Rhode Island, and New Hampshire.

What you'll do

• Identify prospective donors, focusing on corporate and foundation donors, to the UMAF through various research methods, including online resources, screenings, alerts, relationship mapping, and prospecting lists (i.e. regional-, company-, and/or initiative-based), among others.
• Enter, update, and maintain accurate and up-to-date biographical, professional, and financial information on corporate and foundation donors in the Advance donor database.
• Prepare and update corporate and foundation prospect materials for UMAF colleagues, particularly the corporate and foundation teams, as well as senior leadership.
• Research and make recommendations on corporate and foundation prospects' giving levels, interests, and/or likelihood.
• Establish a strong partnership and open communication with corporate and foundation fundraisers, as well as other UMAF colleagues.
• Obtain and analyze information on major corporate and foundation prospects to assess donor giving potential to UMAF colleagues to use for the creation of targeted fundraising and cultivation strategies.
• Contribute to the improvement of processes and procedures for prospect research and prospect development, as well as evaluations of prospect research tools and subscriptions, particularly those use for corporate and foundation research.
• Manage and oversee the work of a prospect research analyst.
• Support prospect research's work with individual major-level and principal-level donors, as needed.
• Assist with training and work oversight of student workers, as needed.
• Participate in and assist with CRM migration-related work as a subject matter expert in PR.

Other Duties as Assigned (10%)

• UMAF is building and growing, and this position will support those efforts with other duties and projects as assigned from time to time.

Qualifications

• Required Qualifications:
  • Bachelor's degree with 3+ years of experience in prospect research, prospect management, and/or prospect development, or an equivalent combination of education and experience.
  • Strong analytical skills, as well as written and verbal communication skills.
  • Experience with managing/supervising another person's work.
  • Experience with prospect research tools and resources, as such LexisNexis, iWave, Aidentified, Relationship Science, IRS 990s, and SEC filings, particularly with corporate and foundation relations research tools such as Candid (Foundation Directory Online and GuideStar).
  • Experience with relationship management databases.
  • Experience with Microsoft Office suite, including Word, Excel, and PowerPoint.
  • Passion for the UMAF's mission in supporting and uplifting UMass Amherst students and faculty and the greater campus community.
• Preferred Qualifications:
  • Experience in direct corporate and foundation prospect research role.
  • Experience working in a large university.
  • Experience with the Ellucians Advance database.

Note: We're passionate about building a diverse team. If your experience is close, but not an exact match, please consider applying. Experience comes in many forms, and skills are transferable. We know that diverse teams make better decisions and deliver better results, which is why we're committed to adding new perspectives and encourage everyone to apply.
BENEFITS

• 20 vacation days, 12 holidays, 12 sick days, 5 personal days, and 2 office closure days.
• 4-day summer work week.
• 401(k) plan. You contribute 5% and receive a 10% match.
• Health insurance packages for medical, dental, and vision.
• 16 weeks of paid parental leave to use within 1 year of childbirth. An additional 6 weeks available for the birthing parent. Part-time work for full-time pay for the first 4 weeks post parental leave.
• Learn more about our benefits .

Proposed Annual Salary Range:
$69,000 - $75,000 DIVERSITY, EQUITY AND INCLUSION At the UMass Amherst Foundation, we understand the value that diversity, equity, and inclusion bring to our workplace, our constituents, and our community. View our DEI Statement here
We welcome and value diversity in all its forms and recognize that a diverse and inclusive team strengthens our work and advances our mission. We recognize that the benefits of a diverse team are fully realized when people of all races, gender identities, ages, ethnicities, cultural heritages and nationalities; educational backgrounds; religious and political beliefs; sexual orientations; abilities; and socioeconomic and veteran status are valued, respected, and included at every level. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact to request accommodation. OUR VALUES (S.T.E.W.A.R.D.S) UMAF is committed to building a team with these shared values: Service: We focus on the needs of others above ourselves and support our colleagues when they need help. Trust, Transparency, and Teamwork: We value honesty, trustworthiness, and open communication. Our colleagues can count on us for support. Excellence: We pursue excellence in all that we do - each time, and learn and grow as a team. Wellness: Our work culture provides flexibility and empowers individuals. Accountability: We accept full responsibility for our decisions, actions, and results. Respect: We respect each other and celebrate our different ideas, strengths, interests, and cultural backgrounds. Donor-Centric: We find intersections between donor's experiences and values, and our organization's priorities and funding needs. Synergy: We connect, communicate, and collaborate within teams, and across functions to enhance our effectiveness and impact.
Questions regarding the position or anything else related to careers with UMAF may be directed to the People & Culture team at

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