BOSTON, MA
5 days ago
Prospect Management Analyst, Business Intelligence, Prospect Strategies

Our Mission

We in Boston University Advancement harness the power of philanthropy to make an excellent education accessible and welcoming to all, and to advance BU’s global leadership in research, scholarship, artistic creation, and professional practice. To support our work, we have built – and are continuing to build – an outstanding team of dynamic, mission-driven advancement professionals who constantly strive to create an environment where everyone belongs. Here it is not just about a job, but a career and a community.

Our Business Intelligence and Prospect Strategies team is looking for a Prospect Management Analyst who will assist in developing and implementing strategic pipeline building and portfolio management processes to foster cross-departmental collaboration.

Business Intelligence and Prospect Strategies at Boston University

The mission of Business Intelligence and Prospect Strategies is to evolve data from their raw state to elevated forms such as information, knowledge, insight, and wisdom to maximize impact for stakeholder decision-making. As such Business Intelligence and Prospect Strategies is comprised of [SM2] [JC3] three teams: Business Intelligence, which optimizes the impact of data quantitatively and/or visually to achieve Advancement business objectives; Prospect Research, which provides key wealth-, relationship-, and inclination-related details on individual constituents; and Prospect Management, which oversees prospect-, portfolio-, and pathway-related processes, leading to developing strategies for its clients within Advancement.

The BIPS team is a relatively new team to BU Advancement, and this role joins the team at a vital juncture for developing systems and processes that will allow BU to exceed its philanthropic goals.

Prospect Management Analyst

Reporting to the Assistant Director of Prospect Management, the PM Analyst contributes to the team’s focus in assigning new prospects for centrally-based major gift officers who support both the schools and numerous presidential strategic priorities, as well as for fundraisers assigned to the 17 colleges and schools at Boston University. The PM Analyst also contributes to another PM team priority: portfolio optimization and management. Using tools and inputs provided by Prospect Analytics and other data providers, the PM Analyst supports the PM team’s efforts to prioritize prospects within individual fundraiser’s portfolio, thus playing a key role in setting and achieving Advancement's major gift fundraising goals. 

 

Responsibilities

·       Assist fundraisers in building and maintaining high-quality portfolios by identifying and assigning new major gift prospects and prioritizing existing prospects using established best practices and operating procedures.

·       Perform routine maintenance and audit of prospect data and prospect assignments; monitor data integrity to report key metrics for individual fundraiser portfolios.

·       Conduct collaborative portfolio consultation and portfolio building meetings with individual fundraisers using key reporting metrics and fundraisers knowledge of individual prospects.

·       Draft and publish policy and procedure documentation to support gift officer operations.

·       Communicate and train gift officers on process and policy recommendations created by the PM team to foster collaboration on teams and ensure alignment with industry best practices.

·       Interpret prospect and portfolio reports that support Advancement metrics and goals in partnership with gift officers.

Track success and growth of PM operations and regularly report progress to the PM team. 
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