Senior Prospect Management Analyst

Senior Prospect Management Analyst

Date Posted : 06 / 17 / 2024

Req ID : 38025

Faculty / Division : VP - Division of University Advancement

Department : Divisional Relations

Campus : St. George (Downtown Toronto)

Position Number : 00038846

Description : About us :

About us :

The Division of University Advancement (DUA) aims to sustain and enhance the University of Toronto’s academic mission, leadership, and worldwide impact, by engaging alumni and private sector constituentsmeaningfully in the mission of the University, building mutually beneficial relationships of increasing value and satisfaction over time.

DUA at the University of Toronto is engaged in a transformative agenda deeply rooted in the University’s vision for growth and innovation.

We are focused on growing fundraising efforts enhancing the effectiveness and satisfaction of alumni engagement and programs building advancement talent capacity within and across divisions;

creating an organizationand culture that fosters diversity and inclusiveness.

Your opportunity :

The Prospect Management team within DUA guides the management and analysis of prospect portfolios of individual gift officers to support strong divisional and university-wide pipeline and ensuring there are tools to evaluate progress for specific programs and with individual prospects.

Under the general direction of the Manager, Prospect Management, the Prospect Management Analyst has primary responsibility for building relationships with key internal stakeholders;

in particular, fundraisers through regular portfolio reviews and check-in meetings. The analyst provides informed recommendations about Prospect Management processes to colleagues and trains end-users on procedures and tracking major gift activity to ensure accurate recording and reporting of activity.

The incumbent plays a critical role in analyzing prospect portfolios and providing accurate records regarding the status of the portfolios, contacts, movement through solicitation cycles, and related prospecting activity.

The Prospect Management Analyst provides management with accurate historical records of the University’s relationship with a donor, as well as future plans;

coordinates development efforts; guidance on moving prospect through the development cycle; provides data and reports which inform the performance measurement program associated with the University’s prospect management system.

The incumbent has responsibility for the daily management, maintenance and oversight for documents, systems and processes necessary to maintain effective and efficient operation of the prospect management program.

The Prospect Management team works closely with the Advancement Research team to ensure seamless collaboration between programs.

Through the work of the Prospect Management Analyst, all fundraising units have a shared responsibility for the appropriate use of the prospect management system and are able to access and use the system effectively to manage and monitor their program’s activities.

Policies and procedures are uniformly understood and adhered to within the division.

Your responsibilities will include :

• Building and strengthening relationships with stakeholders and partners of strategic importance
• Providing consultative advice on data requirements
• Assessing needs and contributing to the development and implementation of plans for prospect identification, cultivation, solicitation and recognition
• Advising on strategies for potential major donor prospects
• Producing complex statistical information
• Generating reports
• Planning components of prospecting projects
• Training end-users on procedures and the use of supported IT systems

Essential Qualifications :

• Bachelor’s degree in library sciences, liberal arts, information management, business or a related field, or an equivalent combination of education and experience.
• Minimum three years in an administrative capacity, with a minimum of two or more years of experience in advancement / fundraising preferred.
• Experience with comprehensive contact management systems such as Arbor, Blackbaud (or related fundraising database) is preferred.
• Experience with prospect management / tracking, with prospect research experience desirable, preferably inan academic environment.
• Experience advising on strategies for potential prospects and use data to make recommendations.
• Experience planning and implementing projects, including developing project schedules, milestones, critical path, timelines, deliverables and reporting.
• Experience managing multiple projects with competing timelines.
• Experience preparing reports from multiple data sources.
• Experience in the development and delivery of training programs and related documents
• Superior computer skills and analysing data within a complex CRM database. Strong working knowledge of word processing and advanced fluency in spreadsheet manipulation.
• Ability to provide consultative advice on data requirements.
• Proven training and coaching skills and the ability to collaborate effectively within a team and with colleagues to achieve specific goals.
• Demonstrated written and verbal communications skills including strong editing, spelling and grammar skills, as well as the ability to clearly communicate ideas and explain procedures.
• Ability to collaborate effectively within a team and with colleagues to achieve specific goals. Strong customer service orientation and the ability to interact with a diverse group of persons.
• Strong analytical skills.
• Demonstrated appreciation for and attention to detailed work.
• Must be able to maintain strict confidentiality.
• Knowledge of and commitment to professional ethics and appropriate guidelines and policies.

To be successful in this role you will be :

• Diplomatic
• Organized
• Problem solver
• Team player

Closing Date : 07 / 01 / 2024, 11 : 59PM ET

Employee Group : USW

Appointment Type : Budget - Continuing

Schedule : Full-Time; This position qualifies for an AWA.

Pay Scale Group & Hiring Zone :

USW Pay Band 12 $78,308 with an annual step progression to a maximum of $100,144. Pay scale and job class assignment is subject to determination pursuant to the Job Evaluation / Pay Equity Maintenance Protocol.

Job Category : Administrative / Managerial

Recruiter : Fiona Chan

Lived Experience Statement

Candidates who are members of Indigenous, Black, racialized and 2SLGBTQ+ communities, persons with disabilities, and other equity deserving groups are encouraged to apply, and their lived experience shall be taken into consideration as applicable to the posted position.

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All qualified candidates are encouraged to apply; however, Canadians and permanent residents will be given priority.

Diversity Statement

The University of Toronto embraces Diversity and is building a culture of belonging that increases our capacity to effectively address and serve the interests of our global community.

We strongly encourage applications from Indigenous Peoples, Black and racialized persons, women, persons with disabilities, and people of diverse sexual and gender identities.

We value applicants who have demonstrated a commitment to equity, diversity and inclusion and recognize that diverse perspectives, experiences, and expertise are essential to strengthening our academic mission.

As part of your application, you will be asked to complete a brief Diversity Survey. This survey is voluntary. Any information directly related to you is confidential and cannot be accessed by search committees or human resources staff.

Results will be aggregated for institutional planning purposes. For more information, please see http : / / uoft.me / UP .

Accessibility Statement

The University strives to be an equitable and inclusive community, and proactively seeks to increase diversity among its community members.

Our values regarding equity and diversity are linked with our unwavering commitment to excellence in the pursuit of our academic mission.

The University is committed to the principles of the Accessibility for Ontarians with Disabilities Act (AODA). As such, we strive to make our recruitment, assessment and selection processes as accessible as possible and provide accommodations as required for applicants with disabilities.

If you require any accommodations at any point during the application and hiring process, please contact [email protected] .

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