Assistant Director of Prospect Management

Occupational Summary:
The Office of Advancement & Alumni Engagement's mission is to inform external constituents of the
College's mission and goals; to involve them as volunteers in fulfilling its mission; and to inspire them to
invest their resources in support of current objectives and future dreams.
The Assistant Director of Prospect Management will support our fundraising efforts through prospect
research, data analysis, and assisting with portfolio management. The Assistant Director will collaborate
closely with the Senior Director of Advancement & Campaign Manager and the Advancement Operations
team. By providing insights and research, the Assistant Director will directly support our fundraising goals,
initiatives, the campaign, and the mission of Beloit College
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Must successfully manage multiple projects with competing and/or shifting priorities while
maintaining a high degree of professionalism and confidentiality.
2. Use various software tools to analyze data, synthesize its findings, and share results in clear and
compelling presentations.
3. Analyze prospect pools and ensure prospects are assigned in accordance with department
guidelines.
4. Document fundraising metrics and other division reporting as identified by the Senior Director.
5. Provide support with the creation of constituent profiles.
6. Monitor constituent alerts on pertinent activity.
7. Investigate fundraising initiatives to determine if a sufficient number of prospects can be identified to
meet funding goals, utilize wealth screenings to identify prospects for major gifts, planned gifts, and
annual gifts, engage in data mining to identify giving trends, and perform qualitative and quantitative
analysis to evaluate each identified prospect's potential and propensity to financially support the
college.
8. Monitor, analyze, and report on progress toward goals.
9. Keep abreast of new products, resources, technologies, and methodologies to enhance work.
10. Collaborate with the Senior Director to develop, document, and maintain policies for Advancement
and Alumni Engagement.
11. Safeguard the confidentiality of donor information at all times, exercise discretion, and adhere to the
ethical and confidentiality policies and guidelines of the college and the Association of Professional
Researchers for Advancement (APRA).
12. Become cross-trained in all areas within the Advancement Operations unit to ensure continuity
across business functions.
13. Belief in the mission and strong ethical conduct are essential.

14. Contribute to building a world-class culture of philanthropy by taking responsibility for other special
tasks as requested.
15. Perform other duties as assigned.
Credentials and Experience:
1. Minimum of two-five years' experience in prospect management, research, data analysis, or other
similar field, preferably in an academic or nonprofit healthcare or related industry setting.
2. Bachelor's degree preferred.
3. Other transferable skills will be considered.
4. Experience with relational databases and their structure.
Knowledge, Skills, and Abilities:
1. Advanced Proficiency in MS Word, Excel, and fundraising software; experience with Blackbaud
RE CRM is preferred.
2. Experience with research tools such as iWave, LiveAlumni, and AlumniFinder also beneficial, as
well as Power BI to create custom reports and dashboards.
3. Ability to meet deadlines and carry out multiple projects simultaneously.
4. Ability to manage complex processes and procedures with strong attention to detail and
accuracy.Experience with data analytics and reporting is strongly preferred.
5. Excellent interpersonal, oral, and written communication skills.
6. Curiosity and skill in searching and retrieving information from online sources and
database products; ability to interpret financial and biographical data from a variety of
sources.
7. Ability to exercise judgment and maintain confidentiality on a wide spectrum of topics and issues
for which discretion is required.