Position Title: Manager, Research and Portfolio Management
Overview of the College:
Founded in 1997, Olin College is a selective, gender-balanced undergraduate engineering institution with a dual mission to educate exemplary engineering innovators and to lead the transformation of engineering education. Olin embraces “people to people” engineering: starting from understanding people and their needs, to designing solutions, to delivering new technologies and services to people and society at large. Olin’s innovative approach to engineering education erases disciplinary boundaries and encourages students to take control of their own learning. Olin students learn through project-based, collaborative activities and develop 21st century skills and perspectives by taking on authentic engineering challenges and entrepreneurial experiences. Olin has forged active partnerships with neighboring Babson and Wellesley Colleges and has co-designed transformative educational experiences with a broad range of collaborators around the globe.
Reporting to the Director of Advancement Services, the Manager, Research and Portfolio Management will produce, update and track donor/prospect research reports and briefing materials in support of the Development, Family and Alumni Relations (DFAR) office. Duties and responsibilities are varied and confidential in nature. Experience in the higher education environment and familiarity with college/university policies and procedures, particularly as they relate to prospect research, is preferred. Experience conducting other types of research in nonprofit or other types of organizations will be considered. The successful candidate will be extremely organized, possess strong oral and written communication skills as well as computer proficiencies, demonstrate good judgment, able to prioritize multiple tasks and very good at conducting prospect research when little information is known, initially, about a given prospect.
- Research, analyze and profile individual, corporate and foundation prospects/donors providing information on areas of interest, capacity, guidelines, giving history, and key contacts, to support highly integrated fundraising and constituent engagement efforts;
- Prepare detailed reports and other documents with essential, timely information and strategic recommendations regarding the qualification, cultivation, solicitation and stewardship of donors and prospects for gift officers and senior management;
- Optimize use of online databases and screening services as well as internal and external data sources to identify, research and evaluate major gifts prospects as well as compile, analyze and synthesize research through a variety of reports;
- Maintain secure prospect files in accordance with industry standards;
- Produce management and metric reports;
- Identify demonstrated and potential prospect interests and suggest fundraising targets and strategies to the major gifts team;
- Provide high level prospect briefings for the President, VP of DFAR and Major Gifts Officers;
- Assist with stewardship reporting and overall stewardship planning as appropriate;
- Collaborate with the Director of Advancement Services and the Data Manager on all prospect information management and database best practices;
- Continued professional development especially as it relates to the many aspects of the field of institutional advancement with an emphasis on staying current about best practices in prospect research;
- Other duties as assigned.
- Bachelor's degree;
- 3-5 years of increasingly responsible related experience, preferably in an academic institution;
- Experience in current proactive prospecting methodologies to identify potential major and leadership gift donors, including proficiency in use of electronic research tools and techniques;
- Strong organizational skills with proven ability to plan, coordinate and implement multiple projects simultaneously under tight deadlines;
- Superior analytic skills allowing for the interpretation and analysis of various forms of data;
- Knowledge of research databases (e.g., WealthEngine, AlumniFinder, NOZA, and Guidestar, Dun & Bradstreet, etc.);
- Knowledge of Jenzabar database and Cognos Reports helpful, but not required;
- Excellent judgment in dealing with sensitive or confidential matters;
- Superb writing, communication, and interpersonal skills;
- Experience working in a collaborative work environment.
Please send resume and cover letter to firstname.lastname@example.org
Non-discrimination/Affirmative Action Statement
In accordance with its own values and with federal and state regulations, Franklin W. Olin College of Engineering does not discriminate in admission, programs, services or employment—including the recruitment, hiring, training and promotion of persons in all job classifications—on the basis of race, color, religion, gender, national origin, sexual orientation, age, physical or mental disability, or veteran status.
Olin College is an Equal Opportunity Employer.