Manager, Research

2 weeks ago

Hamilton, Canada McMaster University Full time

University Advancement (UA) at McMaster University is an integrated department that encompasses the areas of Development, Alumni Engagement, Stewardship, and Advancement Services & Operations, working collaboratively with McMaster’s Faculties and units across campus to build relationships and resources on behalf of the University.

Advancement Services & Operations is a service-oriented and collaborative team that helps enable UA’s mission by providing high-quality, client-focused support and tools to all of our stakeholders in the areas of human resources; budgeting/finance; gift processing and biographical records; IT and systems; research and prospect analytics; and administration for the Office of the Vice-President. Within this team, the Research & Prospect Analytics unit plays a key role in designing, implementing, coordinating and managing prospect management, research, and data analytics in support of advancement operations across all programs.

We are seeking a talented Manager, Research & Prospect Analytics on our team to oversee prospect management within our systems/processes, identify and evaluate prospects for future support and engagement with McMaster, and provide research reports, briefings and data analytics in support of UA’s goals and priorities. The role supports fundraisers in their frontline work, provides strategic advice on donor pipeline development, portfolio management, and performance metrics, and coordinates the Clearance policy on behalf of UA.

Within UA:
Our vision is: Together, we enable McMaster to advance human and societal health and wellbeing.

Our mission is: Inspired by McMaster’s tradition of collaboration and innovation, we strengthen relationships, reputation and resources in pursuit of our goal to be the best.

UA’s approach to realizing our mission and vision reflects these core values and principles: Integrity, Quality, Respect, Service, Strategy and Teamwork.

**Job Summary**
Under the direction of the Director, Advancement Services & Operations, the Manager, Research & Prospect Analytics will be responsible for leading and implementing prospect research, management and analytics strategies, activities and related data management for University Advancement.

The Manager serves as a key partner to advancement staff both centrally and within Faculties and units, with a key focus on helping maintain a level of portfolio movement that will help fundraising staff to achieve their goals. The position ensures excellence in service to fundraisers in pipeline development and portfolio management, including training and communication. The Manager will be responsible for reviewing and preparing detailed analysis to support decision making relating to system refinements and best practices. The incumbent will collaborate closely with UA teams on institution-wide strategic initiatives and to develop and implement departmental and organizational policies and procedures related to prospect research, management and analytics, as well as donor clearance.

**Accountabilities**

**_ Strategic Leadership_**
- Optimize fundraising performance by working closely with fundraising staff to share qualified prospects for future support, prioritize prospect assignments, develop cultivation, solicitation and action plans for major gift and principal gift prospects. Maintain and oversee prospect strategies and manage portfolios to maintain a strong, healthy major gift pipeline.
- Develop, implement, monitor and communicate prospect management strategies, policies and guidelines based on best practices to support overall fundraising goals and to expand the culture of collaboration with the UA Development team. Ensure a commitment to guidelines, methodologies and code of ethics statements as defined by APRA, the Association of Fundraising Professionals (AFP), the Council for Advancement and Support of Education (CASE), and other related associations.

**_ Research Leadership_**
- Develop and execute a comprehensive prospective donor identification plan with a focus on major and principal-level funders.
- Lead specialized research support and guidance for UA.
- Oversee, assess, select, and implement key research materials, including liaising with vendors and negotiating contracts for key resources.
- Synthesize research data and write a variety of documents and reports for senior University and advancement staff, faculty and volunteers.
- Develop and maintain prospect screening plans. Formulate wealth indicators and financial summaries to assess the financial capacity of current or potential donors and supporters.
- Undertake special projects related to research, which may involve researching and developing an understanding of new market technologies to enhance existing programs.

**_ Data and Analytics Leadership_**
- Provide relationship management analytics, robust portfolio/proposal reviews, and focused insights on prospects. Collaborate with the leadership team in understanding,

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