Senior Prospect Research Analyst, University Advancement

Job Description The Senior Prospect Research Analyst is a strategic partner to fundraising leadership and Directors of Development. The role leads the quarterly portfolio review program, advances moves-management discipline across principal and major gift portfolios, and delivers high‑quality research, analysis, and briefings that accelerate philanthropic outcomes.

The ideal candidate blends traditional prospect research with modern data analytics, translating internal and external signals into clear recommendations that drive action. Reports to: Director, Foundation Data and Research Supervises: Prospect Research Analyst This position is not eligible for new visa sponsorship at this time.

Candidates who already hold valid U.S. work authorization may be considered.

Key Responsibilities

Portfolio Management and Moves Strategy ● Co-lead the quarterly portfolio review process: prepare coverage and activity dashboards; facilitate review meetings; document adds/drops, next steps, and accountability follow-ups. ● Maintain the Portfolio Guide (stage definitions, movement expectations, contact/visit cadence, portfolio size/coverage targets) in partnership with the Director.

● Monitor pipeline health (stage aging, coverage ratios, proposal velocity) and recommend portfolio right-sizing and reallocations. ● Support moves management discipline: surface next best actions, create call sheets/prep briefs, and coordinate with gift officers and leadership on movement plans. Prospect Research and Intelligence ● Continuously strengthen ISU’s prospect pipeline by combining internal Foundation’s data with vetted public sources to surface affinity, interests, and philanthropic capacity.

● Apply structured research methods to analyze financial and biographical indicators; produce decision-ready profiles and strategy notes; and recommend the next, highest-impact actions for each prospect. ● Scan news and market signals and translate relevant developments into prospect strategies aligned to ISU priorities (academics, athletics, scholarships, capital projects).

● Produce concise, executive-ready briefs for priority visits and solicitations Data Stewardship, Reporting and Audits. ● Audit principal and major gift pools, portfolios, and proposals to ensure accuracy, deduplication, and stage integrity. ● Partner with Data Analyst to produce routine portfolio and pipeline reporting, including activity, coverage, and outcomes by unit and fundraiser.

● Ensure compliance with privacy, CASE standards, and institutional policies; document sources and methodologies for repeatability and audit readiness. Collaboration, Training and Standards ● Serve as a strategic partner to the development team; provide ongoing research, qualification lists, and cultivation/solicitation strategies.

● Review and refine research deliverables for clarity, sourcing, and tone; uphold team style and citation standards. ● Coach a Prospect Research Analyst and student staff; deliver practical training on research methods, brief writing, and moves-management basics. ● Contribute to a learning culture by sharing best practices with Advancement and Foundation colleagues and building peer networks across institutions.

Continuous Improvement ● Pursue targeted professional learning (e.g., Apra/CASE sessions and peer exchanges) and incorporate takeaways into team playbooks. ● Develop and refine templates, playbooks, and SOPs that scale prospecting, qualification, and portfolio hygiene across the division.