Overview

Title: Development Research Analyst
Department: Development
Reports to: Chief Development Officer
Status: Full-time, Exempt

Summary:
The position is responsible for conducting accurate research and identifying donor prospects capable of making major gifts to Houston Symphony. The successful candidate will have the ability to professionally assess a person’s overall capacity and inclination to philanthropically support Houston Symphony and to confidently articulate the assessment to frontline fundraisers.

The qualified candidate will work closely with fundraisers to manage portfolios and develop strategies for donor prospects. This person will stay abreast of researched data and anecdotal information to draw connections between Houston Symphony and donor prospects. He/she will work collaboratively with fundraisers to identify strategic actions which will move prospects through portfolios and the moves management process.

The position is also expected analyze data from various sources to achieve Houston Symphony fundraising goals. This includes, but is not limited to, working lists through wealth screenings, creating methods to monitor and track donor behavior, and implementing methods for maintaining data integrity in Raiser’s Edge.

This seasoned professional is expected to bring leadership, insights and innovation to all aspects of prospect management and research. A positive attitude that embraces challenges is fundamental to this role.

Essential Job Functions:
• Research, screen and analyze current and prospective individual, corporate and foundation donors to determine philanthropic propensity, wealth capacity and affiliation to the Alley.
• On an ongoing basis, identify new prospects by tracking and evaluating capacity for those who self-identify through their giving, subscription, ticket purchases and special requests.
• Proactively identify new prospects through researching news, current events, biographical and financial data, SEC filings, real estate closures, annual reports, trade journals, philanthropic websites and other public domain resources in support of research efforts.
• Use advanced research skills to collect, evaluate, analyze, qualify, organize, package and disseminate information in a way that maximizes its usefulness and enables accurate and educated decision-making in the development of fundraising strategies.
• Stay abreast of relevant Houston philanthropic developments and communicate to staff members when appropriate.
• Initiate prospecting and data-mining projects as requested, combing Tessitura (database) and research resources to identify prospects for a specific fundraising need or focus.
• Build the Tessitura database with relevant constituent information and ensure that all completed research is accurately tracked and saved in the database.
• Collaborate with the Director of Individual Giving to ensure that prospects are properly identified and moved into the prospect management pipeline.
• Ethically facilitate the work of the development office by following fundamental principles in research gathering: relevance of information, honesty in gathering and reporting information, accuracy in recording information and confidential treatment of all constituent data.
• Other duties assigned by the Houston Symphony as needed.

Qualifications:
• Bachelor’s degree or equivalent experience.
• Five years’ experience in prospect research and management.
• Excellent analytical, communication, and organizational skills.
• Advanced skills with development database; Tessiture experience preferred.
• Extensive knowledge of research tools such as Lexis Nexis, iWave, WealthEngine and the internet.
• Ability to both work independently and as an integral member of a team.
• Ability to lead projects and meet deadlines in a fast-paced environment.
• High degree of professionalism, collegiality, maturity, and diplomacy required.
• Proficient in Microsoft Office, particularly Excel.
• Professional demeanor, detail oriented.
• Ability to work successfully in a busy environment while managing multiple tasks.
• Creativity, flexibility and strong communication skills.
• Ability to work evenings and weekends.

The Houston Symphony is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, marital status, national origin, disability or handicap, veteran status, or any other protected class.

About Houston Symphony

Mission of the Houston Symphony:
The mission of the Houston Symphony is to inspire and engage a large and diverse audience in Greater Houston and beyond through exceptional orchestral and non-orchestral performances, educational programs and community activities.

The Houston Symphony is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, marital status, national origin, disability or handicap, veteran status, or any other protected class.