Assistant Director, Prospect Research at Stony Brook University in Stony Brook, NY

Job description

Required Qualifications (as evidenced by an attached resume): Bachelor's degree (foreign equivalent or higher). Three (3) years of full-time experience in prospect research, prospect management, prospect development, and/or a related field. Experience working in higher education, non-profit, government or municipal environments, large healthcare systems, and/or related fields. Working knowledge of prospect research products and systems (e.g. LexisNexis, WealthEngine, iWave, DonorSearch). Preferred Qualifications: Experience with data analysis, wealth screenings, and/or prospect research during a capital campaign. Familiarity with Raiser's Edge, Salesforce, or similar fundraising software. Brief Description of Duties: The Assistant Director, Prospect Research supports Advancement's mission by assisting with the day-to-day operations of the Prospect Research function, contributing to staff development and the delivery of timely, high-quality prospect intelligence in support of fundraising priorities. The Assistant Director will support the leadership of the Prospect Research team, help implement workflows, priorities, and best practices, and contribute to building a more strategic and scalable research function. Relationship Management: Support and strengthen relationships with internal and external stakeholders, including Development and gift officers, Advancement colleagues, research vendors, and cross-functional committees, through regular communication and meetings. Serve as a knowledgeable resource on prospect intelligence across the division. Assist in facilitating prospect review sessions, respond to internal research requests in support of cultivation, solicitation, and campaign strategy, and collaborate with cross-functional and data teams to support data integrity policies. Leadership: Uphold standards for data integrity, confidentiality, and ethical, compliant research practices (e.g., APRA, CASE, and GDPR guidelines). Contribute to strategic initiatives and cross-functional analysis under the direction of the Associate Director, Prospect Research. Participate in leadership training and professional development opportunities. Communication: Assist in the development and delivery of research deliverables, including in-depth confidential biographical and financial prospect profiles, briefings, and project summaries tailored to specific audiences. Help translate complex financial, legal, and corporate information into clear, actionable intelligence, and communicate key insights that support cultivation and solicitation strategies while adhering to University standards of discretion and confidentiality. Assist in educating development staff and fundraising colleagues about current research practices and trends. Project Management: Support the development and execution of prospect research and identification projects, including identification and evaluation of major gift prospects; analysis of financial capacity, philanthropic tendencies, giving propensity, and campus linkages; electronic and wealth screening; data mining; peer screenings; and pipeline development across prospect pools. Monitor news alerts and SEC filings (e.g., IPO registrations) to surface new and existing prospects. Assist in managing vendor support contracts and related budgets, evaluating tools for accuracy, cost-effectiveness, and value, and support the Prospect Research function's participation in division-wide strategic initiatives. Growth/Development: Stay updated on prospect research trends, tools, and best practices by attending conferences, participating in professional associations, and pursuing workshops, webinars, and other training opportunities, and help incorporate new methodologies into the team's work. Other duties as assigned. Special Notes: The Research Foundation of SUNY is a private educational corporation. Employment is subject to the Research Foundation policies and procedures, sponsor guidelines and the availability of funding. T