What are the responsibilities and job description for the Prospect Development Analyst position at Colonial Williamsburg Foundation?
Who We Are
Founded in 1926, the Colonial Williamsburg Foundation is a private, not-for-profit educational, historic, and cultural institution that owns and operates one of the largest and best-known museum complexes in the world. Our mission is “that the future may learn from the past” through preserving and restoring 18th-century Williamsburg, Virginia’s colonial capital. We engage, inform, and inspire people to learn about this historic capital, the events that occurred here, and the diverse peoples who helped shape a new nation.
Today, Colonial Williamsburg is the largest living history museum in the U.S. The Historic Area is the 301-acre restored colonial capital with 88 original buildings and 525 buildings reconstructed to how they appeared in the 18th century through extensive archaeological, architectural, and documentary research. The Historic Area is staffed by highly trained, historically dressed interpreters and expert tradespeople who bring the 18th century to life. The Foundation also owns and operates two world-class museums, the DeWitt Wallace Decorative Arts Museum, and the Abby Aldrich Rockefeller Folk Art Museum, The Bob and Marion Wilson Teacher Institute, and a renowned research library, the John D Rockefeller Jr Library.
Additionally, Colonial Williamsburg is home to five world class accommodations at the Williamsburg Inn, Williamsburg Lodge Autograph Collection, the Griffin Hotel, the Williamsburg Woodlands Hotels and Suites and the unique Colonial Houses in the Historical Area. Visitors may also indulge in food and drink at our many on site restaurants and taverns that blend a historically inspired dining experience with today’s evolved tastes. Each year over 5 million people visit Williamsburg and another 20 million engage with us digitally.
About the Position
The Prospect Development Analyst is responsible for portfolio management, prospect research, data analysis, and strategic alignment of the needs of the organization by growing the prospect pipeline. The role will meet regularly with fundraisers to provide prospect management guidance, data analysis and actionable intelligence that supports their portfolio and pipeline needs. The Prospect Development Analyst will also utilize subscription-based and free online tools to collect, synthesize, analyze, and interpret biographical and financial data to validate wealth ratings and produce well-written research profiles that support prospect strategies.
Essential Functions:
1. Collaborate with fundraising staff to maximize fundraising opportunities through portfolio management
2. Optimize fundraiser portfolios through keen analysis and proactive resolutions
3. Utilize prospect management policies, processes, procedures and best practices to partner with fundraisers on prospect strategy
4. Leverage Excel and Power BI to create dynamic reports and data visualizations.
5. Proactively identify prospects with capacity, affinity, and inclination for fundraisers to add to their portfolio
6. Research and synthesize biographical and financial information on individual prospects and donors from various subscription-based and online resources
7. Provide accurate, timely, and professionally written research bios that inform prospect strategies and prepare frontline fundraisers to engage with prospects and donors.
8. Ensure accurate and complete prospect data on the database of record per established standard operating procedures
9. Manage assigned projects efficiently with strong awareness of project needs and adherence to deadlines
10. Participate in strategy conversations with fundraisers and leadership
11. Develop trusting and respectful professional relationships throughout the organization
Required and Preferred Education and Experience:
- Bachelor’s degree in the humanities, business, or other related field with at least 2 years of progressive experience with research and/or data management.
- Commitment to an inclusive workplace and the values of the organization.
- Master’s degree in Information or Library Science, History, Public Administration, or other related areas.
- Experience in a non-profit setting.
- Previous experience with constituent relational databases, preferably Tessitura, as well as online resources and tools such as Lexis Nexis for Development Professionals, Nexis Wealth Navigator, and iWave.
Qualifications:
- Detail-oriented, inquisitive, resourceful.
- Strong verbal and written communication skills.
- Strong research, analytical, and critical thinking skills.
- Excellent customer service skills.
- Ability to work in a fast-paced, performance based professional environment.
- Ability to exercise professionalism and discretion in working with confidential information.
- Ability to synthesize and communicate qualitative data in a clear and concise manner.
- Ability to manage multiple requests while meeting established standards and deadlines.
- Prior knowledge of prospect management principles, practices, and tools.
- Experience creating and interpreting data visualizations.
