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Research Associate
DATE:   4/26/2013
JOB TITLE:   Research Associate
JOB STATUS:   FT
FLSA STATUS:   Exempt
WORK LOCATION:   Clet Hall
TITLE OF IMMEDIATE SUPERVISOR:   Director of Advancement Services
DEPARTMENT:   Advancement Services
SECTOR:   Institutional Advancement

SUMMARY:
Under the general supervision of the Director of Advancement Services, the Research Associate coordinates all aspects of advancement constituent research for the University.

ESSENTIAL DUTIES:
  • Conduct regular Prospect Management Review meetings:  review major gift/individual gift, suspect/prospect activity and pipelines; review cultivation plans; approve major gift solicitation schedules/amounts per established prospect management policies and procedures;

    Facilitate the usage of the database for suspect/prospect/donors, including coding systems, contact reports, ratings, gifts, events and data import/export;

    Produce individual prospect profiles and custom profiles upon request;

    Product individual prospect summary reports and custom summary reports upon request;

    Maintain portfolios for development officers and annual fund officers;

    Interpret and utilize prospect screening results - routine and special effort (campaign) for peer and staff efforts, and also as received from vendor screenings;

    Develop and maintain university prospect management policies and procedures;

    Conduct an ongoing, proactive program of identification of potential donors, through news alerts and other automated searches;

    Conduct in-depth research on individual donors and potential donors as requested;

    Conduct in-dept research on corporate donors and foundations;

    Identify donor cultivation locales based on suspect/prospect density/ability; prepares and maintains suspect/prospect lists for cultivation events related to all individual gift activity;

    Support through research the major gift activity of the President, Vice President for Institutional Advancement, Associate Vice President for Development and principal volunteers;

    Perform other duties as assigned;

    Note:  Faculty and staff are expected to maintain the confidentiality of all confidential and proprietary information (including but not limited to:  student personal information, student grades, employee personal information, etc.), both during and after their employment with the University.  If a faculty or staff member has a question about the confidentiality of a particular matter, they should consult their supervisor.  Any violation of this rule shall subject the employee to disciplinary action, up to and including termination of employment.  This confidentiality agreement is of great importance to the role of the Research Associate.


GENERAL DESCRIPTION:
  • 50%   Ongoing, baseline prospect research and analysis;
  • 30%   Proactive research and identification of new prospects and potential donors;
  • 20%   In-depth, custom constituent research per request.

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES:
  1. Working knowledge of investment markets and executive compensation.
  2. Ability to interpret, analyze, and summarize complex and diverse financial and corporate information.
  3. Excellent analytical skills.
  4. Strong computer skills including proficiencies in the relevant electronic databases including Lexis-Nexis, NOZA, 10K-Wizard.
  5. Proficiency in Microsoft Office.
  6. Working knowledge of current best prospect research/management procedures and practices.
  7. Familiarity with the Association for Professional Researchers Code of Ethics.
  8. Strong communication skills (oral and written).
  9. Proficiency to handle various office machines including but not limited to:  typewriter, calculator, copy machine, computer, printer and fax machine.
  10. Ability to receive telephone calls, respond to inquiries and communicate with others by telephone.

ERGONOMIC REQUIREMENTS:
The functions of the position usually performed sitting, but may require some amount of time standing.  Some amount of stooping, kneeling, bending, crouching, lifting, walking, carrying and other movements may be required. Tasks involving working on a typewriter, computer keyboard, computer software applications, calculator, cutting, labeling, and taping involve extensive writ and hand movement.  All individuals are required to be able to perform these movements without significant risk of injury to themselves or others.

QUALIFICATION STANDARDS:
  1. Bachelor Degree in relevant field required.
  2. A minimum of one to three years in a research-related field.


Non Discrimination/Equal Employment Opportunity Statement Policy:

The University affirms its commitment to equal opportunity and non-discrimination and recognizes its responsibility to provide for all employees an environment that is free of discrimination and harassment based on gender, sexual orientation, race, color, creed, national origin, age, marital status, predisposed genetic disorder, Vietnam Era or disabled veteran status, disability or other category protected by law. The University also does not tolerate any actual or attempted reprisals or retaliation against an employee who raises a sincere and valid concern regarding harassment or discrimination. All such discrimination, harassment, and/or retaliation is, therefore, strictly prohibited. This policy protects and covers the conduct of all employees, without regard to job title or status. Anyone engaging in the above mentioned conduct is subject to disciplinary action up to and including discharge or termination of any other status.

Niagara University is an equal opportunity/affirmative action employer. Women and minorities are encouraged to apply. A copy of the Student Right to Know Annual Security Report is available at: http://www.niagara.edu/safety
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