Hebrew SeniorLife

  • Prospect Management and Research Specialist

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

    Hebrew SeniorLife (HSL), an affiliate of Harvard Medical School, is recognized as one of the most innovative and comprehensive organizations for seniors in the nation. 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. 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 five-year strategic plan and to increase our impact on seniors and their families, HSL is entering the most ambitious Campaign in its history with a working goal of $125-$150 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. This individual 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 to assist the front-line fundraising team 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 on 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 for assignment to portfolios
    • Keep current with industry trends and implement new approaches, services and tools
    • Collaborate to create strategies for prospect management efficiency and process improvement
    • Scan externally 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

    • Work to assist the Director of Development and front-line fundraisers to create and maintain support mechanisms for 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
    • 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
    • Train and support major gift officer efforts with current data maintenance relating to their prospect assignments, proposals, moves management

     

    GENERAL

    • 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 years of experience in fundraising field, work within Prospect Development/Prospect Research/Prospect Management/Data Management preferred
    • Experience working with a relational database, specific knowledge of Raiser’s Edge is preferred
    • Experience with internet-based Research, biographical or genealogical research, financial analysis, or data management
    • Solid understanding of fundraising processes and terminology
    • Unwavering attention to detail and aptitude for information management required and ability to analyze large amounts of data and summarize in user-friendly formats
    • Experience in internet based research tools and techniques preferred; familiarity with LexisNexis, ResearchPoint, Foundation Search a plus
    • Proficiency in MS Office Suite (Word: merges, advanced formatting; Excel: filtering, formulas)
    • 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

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