What are the responsibilities and job description for the Analyst, Relationship Insights position at Oregon State University Foundation?
Description
The Relationship Insights Analyst, reporting to the Associate Director of Relationship Insights, partners with development officers to provide data-driven recommendations that enhance fundraising strategies and donor relationships. Specializing in high-net-worth and corporate research, the analyst supports the Office of Economic Development & Industry Relations. Key skills include research, data synthesis, and clear communication.
Major Duties:
A bachelor’s degree and two years’ prior experience in research or a related discipline.
Important Organizational Notes:
Adherence to a professional code of conduct is essential at all times, ensuring the highest standards of integrity, respect, and ethical behavior in all interactions and responsibilities. Adherence to the Core Values is vital to success.
Classification:
Exempt
Oregon State University Foundation Core Values
The Relationship Insights Analyst, reporting to the Associate Director of Relationship Insights, partners with development officers to provide data-driven recommendations that enhance fundraising strategies and donor relationships. Specializing in high-net-worth and corporate research, the analyst supports the Office of Economic Development & Industry Relations. Key skills include research, data synthesis, and clear communication.
Major Duties:
- Collaborate with development officers to support fundraising using data and technology
- Conduct SPRs and provide actionable recommendations
- Synthesize data into clear insights for development officers
- Stay updated on unit activities and proactively support with research
- Educate officers on Relationship Insights protocols and tools
- Identify new donor relationships using analytics
- Analyze legal and financial documents to identify potential donors
- Create detailed research products and donor profiles
- Serve as the corporate research expert
- Conduct financial and biographical analysis for donor profiles
- Support Presidential and Foundation Leadership research requests
- Verify capacity ratings through financial data analysis
- Update CRM with accurate relationship information
- Ensure data accuracy through audits
- Maintain confidentiality of constituent information
- Naturally curious and a quick learner
- Strong research and writing skills with attention to detail
- Ability to communicate data clearly to diverse audiences
- Effective at managing multiple projects and priorities
- Strong interpersonal skills and professional communication
- Excellent organizational and time-management skills
- Discreet with confidential information
- Adaptable to new technologies and changing environments
- Optimize donor portfolios to meet fundraising goals
- Lead Strategic Portfolio Reviews (SPRs) three times a year
- Produce timely, accurate research products
A bachelor’s degree and two years’ prior experience in research or a related discipline.
Important Organizational Notes:
Adherence to a professional code of conduct is essential at all times, ensuring the highest standards of integrity, respect, and ethical behavior in all interactions and responsibilities. Adherence to the Core Values is vital to success.
Classification:
Exempt
Oregon State University Foundation Core Values
- Collaborative: We convene our partners to achieve solutions.
- Productive: We get the right things done.
- Respectful: We treat one another with dignity and civility.
- Bold: We aspire to transform.
- Inclusive: We nurture a culture of belonging.
- Creative: We color outside the lines.
