Intermediate Analyst, Prospect Management

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The Telfer School of Management at the University of Ottawa is located in the heart of Ottawa and is the proud academic home of some 4,300 students,200 faculty members, over 100 staff members, and over 30,000 alumni.

At Telfer, everything we do from teaching to research, to policy advice is firmly aligned with helping Canada reach its potential. We believe that better business practice means a better Canada and that a better Canada means a better world.

Position Purpose:

The Prospect Management Analyst is responsible for actively supporting the faculty and/or unit 's fundraising efforts by working closely with the Telfer Advancement Team to track movement though the donor cycle, analyze moves management and key fundraising metrics, and develop tools to make data visible. As a member of the Telfer Advancement Team, the Prospect Management Analyst role will manage the process for tracking prospects in the fundraising database and provide training on the effective use of the system and reports.

In this role, you will:

• Arranges individual and group pipeline meetings with faculty and/or unit Advancement staff, which includes Officers, Managers, Directors, and Senior Leadership, to review strategies and next moves. This will enable faculty and/or unit Advancement Staff to report on Major and Principal Gift activities to the Vice-President of Advancement and senior staff such as Deans and Assistant Directors.

• Develops and implements Prospect Management tools to assist faculty and/or unit Advancement staff to keep a robust pipeline, which will inform staff of their targets and campaign goals university wide.

• Monitors pipelines to provide timely and accurate analytical information to assist Staff with strategies to advance files. This will include advice and support of data requirements.

• Reports to the immediate supervisor about tracking systems and reporting, which will provide a regular mechanism for system improvements and modifications.

• Works with the Advancement Research Analysts, and use data mining and analytics, to identify new prospects to optimize the growth of pipelines.

• Provides training support and troubleshoot questions for faculty and/or unit Advancement Staff related to the coding of their pipelines, and the use of systems and reporting.

• Works with the immediate supervisor to develop procedures based on best practices to execute a prospect management clearance process. These standards will guide faculty and/or unit Advancement staff in keeping healthy pipelines.

• Works with the Central Advancement Business Intelligence team and Database Administrator to ensure data integrity of systems by running validation reports and flagging inconsistencies.

• Performs other duties in support of the University’s prospect management and research efforts as assigned.

• Works on assigned special projects as needed. In consultation with the immediate supervisor, special projects will be defined in scope, determines steps, monitors relevant progress, makes adjustments throughout the process and ensures efficient communication between participants.

What you will bring:

• Master’s degree in library sciences or information management, business or a related field, or an equivalent combination of education and experience.

• A minimum of three (3) years of experience in an advancement research, prospect management, fundraising, in higher education or complex non-profit environment

• Superior interpersonal skills, with proven ability to successfully collaborate with varied constituencies in a professional and diplomatic manner.

• Demonstrated understanding of development and major gifts fundraising and how research and prospect management supports development efforts as well as experience working with frontline fundraisers to evaluate moves management.

• Strong analytical skills: able to manipulate, analyze and synthesize data and present findings that are clear and actionable to a variety of Advancement professionals.

• Understanding of multiple screening strategies and methodologies, including data mining, segmentation, and analytics

• Ability to work independently and proactively, yet function in a collaborative team environment, exhibiting self-reliance, and an ability to form effective working partnerships with colleagues.

• Strong computers skills (word processing and database manipulation) and ability to learn new systems quickly. Knowledge and advanced skills in Microsoft Office (Excel, Outlook, PowerPoint) and Raiser’s Edge a strong asset.

• Working knowledge of French and English

• Familiarity with PIPEDA (Personal Information Protection and Electronic Documents Act) is a strong asset. The role requires the ability to use sensitive and confidential information appropriately.

• Experience providing training to individuals and groups on Internet research topics in both French and English would be a strong asset.

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Key Competencies at uOttawa:

Here are the required competencies for all or our employees at uOttawa:

Planning: Organize in time a series of actions or events in order to realize an objective or a project. Plan and organize own work and priorities in regular daily activities.

Initiative: Demonstrate creativity and initiative to suggest improvements and encourage positive results. Is proactive and self-starting. Show availability and willingness to go above and beyond whenever it is possible.

Client Service Orientation: Help or serve others to meet their needs. This implies anticipating and identifying the needs of internal and external clients and finding solutions on how to meet them.

Teamwork and Cooperation: Cooperate and work well with other members of the team to reach common goal(s). Accept and give constructive feedback. Able to adjust own behaviour to reach the goals of the team.

The University of Ottawa embraces diversity and inclusion in the workplace. We are passionate about our people and committed to employment equity. We foster a culture of respect, teamwork and inclusion, where collaboration, innovation, and creativity fuel our quest for research and teaching excellence. While all qualified persons are invited to apply, we welcome applications from qualified Indigenous persons, racialized persons, persons with disabilities, women and LGBTQIA2S+ persons. The University is committed to creating and maintaining an accessible, barrier-free work environment. The University is also committed to working with applicants with disabilities requesting accommodation during the recruitment, assessment and selection processes. Applicants with disabilities may contact [email protected] communicate the accommodation need. All qualified candidates are encouraged to apply; however, Canadians and permanent residents will be given priority.

Note: if this is a union position: The hiring process will be governed by the current collective agreement related to the union affiliation noted above; you can click here to find out more.

If this is a front-line position with responsibilities to interact with students, selected candidates must be rated at the Low Advanced proficiency level or higher for both oral comprehension and reading comprehension in their second official language. The rating is determined by a proficiency test designed by the Official Languages and Bilingualism Institute.

Prior to May 1, 2022, the University required all students, faculty, staff, and visitors (including contractors) to be fully vaccinated against Covid-19 as defined in Policy 129 - Covid-19 Vaccination. This policy was suspended effective May 1, 2022 but may be reinstated at any point in the future depending on public health guidelines and the recommendations of experts.