Hebrew SeniorLife

  • Prospect Management and Research Specialist

    Job Locations US-MA-Roslindale
    Job ID
    2018-2460
    Category
    Development
  • Overview

    Hebrew SeniorLife (HSL) is recognized as one of the most innovative and comprehensive organizations for seniors in the nation. An affiliate of Harvard Medical School, HSL provides a complete and integrated spectrum of the highest quality senior living communities, health care and services for seniors, conducts active research in the fields of geriatrics and gerontology, and advocates for policies and programs that benefit seniors and their families. HSL is New England’s largest nonprofit provider of senior housing, health care, research, and teaching, and the fourth largest nonprofit organization in Massachusetts. HSL serves 3,000 seniors per day and employs 2,600 staff at nine sites. HSL’s Harvard-affiliated Marcus Institute for Aging Research is the nation’s largest aging research institute in a clinical care setting.

     

    To achieve the goals laid out in HSL’s 2015 strategic plan and to increase our impact on seniors and their families, HSL is in the third year of its ambitious Age of Opportunity Campaign with a working goal of $125 million. The campaign will help ensure HSL’s financial strength and stability while elevating our position for the future.

     

    Hebrew SeniorLife (HSL) is seeking a hardworking and dynamic professional to join the Operations Team in the Development & Board Relations Department who will support the continued expansion of leadership and major gift prospects through prospect management and prospect research activities. Reporting to the Research and Database Systems Manager, the Prospect Management and Research Specialist (Specialist) works as a strategic partner with front-line fundraising staff to use new and existing best practices to manage prospect portfolios, track prospect activity, and collaborate around prospect strategies as well as proactively work to expand the pool of potential prospects through proactive prospect research with the Research team.

     

    Responsibilities

    PROSPECT RESEARCH
    • Assist in proactively identifying new major and principal gift prospects with a focus on assessing capacity and connections to HSL; apply creative thinking and be curious, focused, and persistent in pursuing threads of information and create strategies for identifying new prospects
    • Conduct proactive research on individuals and family foundations, specifically for HSL clients and families of various HSL constituent groups, using a wide variety of prospect research resources
    • Present names of potential prospects for review to Director of Development and make recommendations for assignment of prospects to portfolios
    • Keep current with industry trends and implement useful new approaches, services and tools; interpret complex documents, including corporate proxy statements and insider stock filings
    • In collaboration with Manager, create strategies for speeding project-oriented work, like mass qualifications of new patients, including outsourcing and process improvement
    • Scan local and national periodicals, program sponsorship listings for information about top donors and prospects and disseminate to team
    • Work on ongoing research projects collaboratively with Research team

     

    PROSPECT, PORTFOLIO AND PROPOSAL MANAGEMENT AND ANALYSIS
    • Using expertise, continue to build on HSL’s prospect management system that relates directly to the goals, targets, and metrics for the major gifts team/officers
    • Work closely with the Director of Development and front-line fund raisers to create and maintain support mechanisms for the ongoing needs fundraising work, including monthly meetings with each major gift officer to update portfolios, prospect status, and next steps – and ensure database is updated; evaluate prospects that are “staging-out” and make suggestions for next steps
    • Meet regularly with Director of Development to track front-line fundraiser metrics
    • Utilize existing tools and create new ones to accurately identify new prospective donors and inform portfolio composition
    • Assist frontline fundraising staff in prioritizing prospect portfolios and encourage the timely review and assignment of newly identified prospects through re-occurring one-on-one portfolio review meetings and collaborative prospect strategy
    • Facilitate the assignment of prospects to portfolios, create portfolios for new staff, and reassign portfolios for departing staff
    • Design and run standard portfolio and prospect reports as needed by the Major Gift Officers and for prospect management meetings
    • Perform analytics in order to provide data for future planning, forecasting, and metrics
    • Oversee major gift team efforts in current data maintenance relating to prospect assignments, proposals, moves management

     

    General
    • Continuously develop fundraising knowledge and professional skills through internal/external trainings, research webinars, and participation in local and regional professional organizations
    • Maintain a high level of expertise in trends as well as external and internal electronic resources used for Prospect Research and Prospect Management
    • Participate in Development events and projects as deemed necessary to support the broader goals of the department

    Qualifications

    • Bachelor’s Degree required
    • Minimum of 2-4 years of experience in Prospect Development/Prospect Research/Prospect Management field involving internet-based Research, biographical or genealogical research, financial analysis, or data management and a solid understanding of fund raising processes and terminology
    • Passion for HSL Mission and willing to embody HSL cultural beliefs
    • Experience working with a relational database, specific knowledge of Raiser’s Edge is preferred
    • Unwavering attention to detail and aptitude for information management required and ability to analyze large amounts of data and summarize in user-friendly formats
    • A professional and resourceful style with the ability to work independently and as a team player, to take initiative and manage multiple tasks and projects at one time
    • Ability to exercise professionalism and discretion in working with confidential information related to HSL and prospects
    • Strong and collegial interpersonal skills and an ability to communicate effectively in person, in writing, and by phone
    • Experience in internet based research tools and techniques required; familiarity with LexisNexis, ResearchPoint, Foundation Search expected
    • Requires proficiency in MS Office Suite (Word: merges, advanced formatting), Excel: filtering, equations)

    Options

    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed