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PROSPECT RESEARCH TECH, SENIOR
Job Title: PROSPECT RESEARCH TECH, SENIOR
Job Code: 0764
FLSA: N
Job Level: 93
Revised Date: 08/01/2023
Job Family: JF 03
Occupational Summary
Coordinate and participate in a variety of duties involved in the collection, interpretation and documentation of data on prospective donors in support of research and/or information gathering activities.
Work Performed
Coordinate and participate in a variety of duties involved in collecting, interpreting, documenting and summarizing descriptive, analytical and evaluative data on prospective donors in support of development research and/or information gathering activities.
Establish procedures and devise strategies for, and participate in, the procurement of data using various research methods to include telephone and personal interviews, electronic database searches and on-site investigations; monitor news sources to track donors, prospects and fundraising opportunities. Coordinate departmental computer utilization to ensure efficient and cost-effective use; assist staff members with questions and problems; maintain liaison with appropriate data processing personnel to ensure proper system operation. Conduct library research; analyze various records, journals and other sources to include estate and tax records, stockholdings, family histories, and financial and company records; follow established procedures for analysis of financial and biographical information. Identify new prospects and suggest approach strategies and areas of giving for prospects to Development staff.
Present information in a variety of written formats to include reports, summaries and abstracts; make graphic representation as required.
Devise strategies to conduct a variety of investigations; write and revise procedures as required. Advise Development Officers concerning requests for donor information and questions.
In the absence of the Coordinator, Development Research, answer calls and requests for prospect information, make work assignments and set priorities of lower level employees, and perform other related duties as appropriate.
Review the work of lower level employees; assist in the training of new personnel.
Perform other related duties incidental to the work described herein.
The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.
Required Qualifications at this Level
Education/Training
Work requires the ability to independently conduct prospect research and information gathering and reporting activities, generally acquired through a bachelor's degree.
Experience
Work requires one year of experience as a prospect research technician or related position.
OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE
Skills
N/A
The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.
Duke University is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, (including pregnancy and pregnancy related conditions), sexual orientation, or military status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Essential Physical Job Functions
Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
