Assistant Director, Business Intelligence - Middletown, United States - Wesleyan University

Wesleyan University

Verified Company

Middletown, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

The Office of Advancement builds lifelong relationships with alumni, parents, and friends, and engages them in support of Wesleyan's educational mission and financial goals.

Wesleyan University is currently in the public phase of a $600 million comprehensive fundraising campaign.

Advancement Information Management (AIM) serves as a strategic partner of Wesleyan University's Office of Advancement focusing on cycles of organizational dataoriented activity including: information acquisition, custodianship and governance, prospect identification, moves management strategy and analytic interpretation. In support of the Office of Advancement's goal to cultivate fundraising initiatives and encourage engagement with Wesleyan constituencies, AIM leverages data insights to improve and strengthen Advancement successes.
Reporting to the Director of Information Management, the Assistant Director of Advancement Information Management, Business Intelligence (BI), is responsible for providing accurate, timely and relevant information for the potential fundraising cultivation, qualification and engagement of alumni and other Wesleyan constituencies. The Assistant Director of Advancement Information Management (BI) works as a strategic partner with frontline fundraising staff to identify, monitor prospect wealth and life events, assess prospect activity and recommend prospect cultivation strategies.
Responsibilities include:
Conduct financial and biographical research using electronic databases, online search tools, and public documents to analyze and synthesize relevant information to determine wealth capacity ratings, donor affinities and inclination and connection to cause.
Research employment, affiliations, educational background, charitable giving, income, stock holdings, interests, and university connections of university alumni, parents, and friends, to identify and qualify potential viable prospects.
Develop research strategies and methods including creative research methods to identify potential donors and/or new donor prospects at every giving level.
Investigate new donor prospects and regularly reevaluate and monitor established donor sources in preparation for computing wealth assessments.
Participate in planning long and shortterm development strategies to solicit funds and meet department fundraising goals.
Proactively monitor and request updates on biographical information held in CRM, including relationship and contact information.
Assisting frontline fundraising staff in prospect management including the promotion of wealth and inclination indicators, pre

- and post-trip activity reviews and qualification.

Assist with compiling cultivation visit briefing materials for the frontline fundraising team and senior leadership prospect visits.
Staff oncampus events including Homecoming/Family weekend and Reunion/Commencement weekend.
Other duties as assigned
This position will begin as an oncampus position with the potential for a hybrid (oncampus and remote) schedule after 6 months of work._

Hybrid work is only considered for residents of MA, VT, NH, ME, CT, RI, or NY. (Relocation assistance to CT is available for those who qualify).
Minimum Qualifications

Bachelor's degree with two years of relevant research experience in development/nonprofit/library science/business information or a related field, or an equivalent amount of education, training and experience.
Demonstrated ability to analyze, synthesize, and clearly report on a high volume of information.
Ability to identify trends, make connections, and interpret patterns.
Familiarity with a broad range of research techniques, internet search strategies and experience using electronic databases and online search tools.
Effective communication skills, including strong editing, spelling and grammar skills.
Proven ability to work independently as well as in teams.
Excellent customer service skills.
Demonstrated commitment to work within a diverse environment and interact openly with individuals of different backgrounds.
Preferred Qualifications
Experience with Donor Databases.
Experience in development prospect research or prospect management.

Special Instructions to ApplicantsAdditional Information
Benefits

Wesleyan offers a broad range of employee benefits and development opportunities, including comprehensive group insurance plans, wellness programs and incentives, generous paid time off and retirement plans. We also offer flexible work schedules, employee and dependent tuition programs, as well as access to Wesleyan's BLS & GLS programs for those who qualify (tuition is waived for up to 2 courses a term; some fees and taxes may apply).**Quick Link