What are the responsibilities and job description for the Sr. Prospect Research and Intelligence Analyst, Principal Gifts position at Johns Hopkins University & Medicine - Development and Alumni Relations?
The Sr. Prospect Research and Intelligence Analyst, Principal Gifts will partner with senior leaders across Development and Alumni Relations (DAR) to translate research insights into strategic recommendations for OPG and OFR staff, faculty and academic leadership, and other DAR colleagues, informing the identification, cultivation, solicitation, and stewardship of prospective UHNW individual and foundation donors to Johns Hopkins University and Medicine.
Reporting to the Office of Principal Gifts (OPG) with a dotted line to Prospect Research within the Office of Advancement Services (OAS), this position will be matrixed to support the Office of Foundation Relations (OFR), with a focus on prospective ultra-high-net-worth (UHNW) individuals, foundations, family offices, financial institutions, and other key philanthropic partners. This individual will possess deep subject matter expertise in foundation research, wealth screenings, relationship mapping, and due diligence best practices.
The Sr. Prospect Research and Intelligence Analyst is responsible for partnering with the Office of Principal Gifts to implement and lead a comprehensive program of prospect identification, prospect analysis, and prospect monitoring. The Sr. Prospect Research and Intelligence Analyst will conduct and advise others that are conducting research and ensure that the research meets the highest standards of confidentiality, quality, accuracy, and timeliness along with utmost attention to detail.
The Sr. Prospect Research and Intelligence Analyst will apply, and model for others, excellent research, writing, presentation and organizational skills and implements new ways to secure and analyze information and leverage existing relationships to make connections to high-net-worth potential prospects. The Sr. Prospect Research and Intelligence Analyst will work independently as well as collaboratively as a senior/lead member of the team.
Specific Duties & Responsibilities
Portfolio and Pipeline Management
In addition to the duties listed above, the Sr. Prospect and Intelligence Analyst, Principal Gifts will:
Job Posting Title (Working Title): Sr. Prospect Research and Intelligence Analyst, Principal Gifts
Role/Level/Range: ATP/03/PC
Starting Salary Range: Minimum: $55,145 - Maximum: $96,760 (targeted salary: $85,000; commensurate with experience)
Employee group: Full Time
Schedule: Monday-Friday, 8:30am-5:00pm
FLSA Status: Exempt
Location: Mount Washington Campus
Department name: 10001648-Principal and Leadership Gifts
Personnel area: University Administration
Reporting to the Office of Principal Gifts (OPG) with a dotted line to Prospect Research within the Office of Advancement Services (OAS), this position will be matrixed to support the Office of Foundation Relations (OFR), with a focus on prospective ultra-high-net-worth (UHNW) individuals, foundations, family offices, financial institutions, and other key philanthropic partners. This individual will possess deep subject matter expertise in foundation research, wealth screenings, relationship mapping, and due diligence best practices.
The Sr. Prospect Research and Intelligence Analyst is responsible for partnering with the Office of Principal Gifts to implement and lead a comprehensive program of prospect identification, prospect analysis, and prospect monitoring. The Sr. Prospect Research and Intelligence Analyst will conduct and advise others that are conducting research and ensure that the research meets the highest standards of confidentiality, quality, accuracy, and timeliness along with utmost attention to detail.
The Sr. Prospect Research and Intelligence Analyst will apply, and model for others, excellent research, writing, presentation and organizational skills and implements new ways to secure and analyze information and leverage existing relationships to make connections to high-net-worth potential prospects. The Sr. Prospect Research and Intelligence Analyst will work independently as well as collaboratively as a senior/lead member of the team.
Specific Duties & Responsibilities
Portfolio and Pipeline Management
- Support portfolio reviews through partnerships with Development Research. This includes providing key information about managed prospects to support portfolio management and strategy discussions, in addition to capturing relevant data in the CRM.
- Generate reports that provide accurate projections of gifts in the pipeline and snapshots of the prospect pool and strategies. This will require the ability to query and compile CRM data for portfolio and pipeline projects as well as monthly, quarterly, and annual office reports.
- Serve as the key trainer and technical support for DAR staff, supporting fundraisers across all business units. This includes disseminating and communicating changes in business practices (as needed) to administrative staff, documenting standard operating procedures, coordinating training schedules, and managing user roles in the CRM for incoming and outgoing DAR staff.
- Develop and maintain effective work relationships with various colleagues and work as an effective RMPA team member. This includes responding to routine requests for information, providing answers to problems and/or inquiries relating to donors and prospects, and collaborating with gift officers to solicit input and explain database decisions.
- Identify and cultivate key relationships within the Office of Advancement Services that enable the efficient execution of essential tasks to support data integrity and reporting.
In addition to the duties listed above, the Sr. Prospect and Intelligence Analyst, Principal Gifts will:
- Proactively identify new UHNW individual and foundation prospects with transformational giving capacity, using existing database resources and fee-based tools. Apply relationship mapping tools to evaluate Johns Hopkins connections to priority UHNW individuals, senior program officers and foundation leaders, family offices, corporations, funding collaboratives, and other philanthropic and wealth management entities.
- Present research findings in concise, strategic, and actionable formats for senior university leadership and fundraising staff across the institution, supported by deep subject matter expertise in foundation philanthropy and trends in UHNW individual giving.
- Partner with OFR and OPG colleagues to advance the institution’s hybrid foundations model, ensuring a coordinated approach to UHNW individual and foundation strategies. Lead projects that identify new alignments between funders and university priorities, and opportunities to deepen existing relationships, elevating high-potential findings to the appropriate university and medicine partners.
- Identify founders, executives, investors, and entrepreneurs associated with companies approaching IPOs, acquisitions, or other significant liquidity events, so Hopkins can build authentic relationships before wealth events occur rather than approaching prospects afterward.
- Proactively track, analyze, and disseminate relevant financial and market trends impacting the institutions top donors and prospects, including stock performance, company valuations and IPOs, foundation asset evaluations, and shifts in donor-advised fund management.
- Bachelor’s degree.
- Five years related experience with a minimum of two years direct prospect research experience.
- Additional education may substitute for required experience and additional related experience may substitute for required education beyond a high school diploma/graduation equivalent, to the extent permitted by the JHU equivalency formula.
- Seven years of related work experience.
- Demonstrated track record of strategic and creative approaches to research and collaboration with frontline fundraisers, system administrators, and senior level management preferred.
- Expertise in research and analytical methods, including proficiency in advanced online search strategies, complex database use, and familiarity with research tools such as Salesforce, iWave, LexisNexis, Wealth-X, Altrata, and other screening tools.
- Ability and willingness to understand the business of fundraising and how data insights can inform and drive decisions.
- Ability to evaluate and pilot new tools, technologies, and data presentation formats that enhance strategic decision-making, including AI-enabled tools, using prompt engineering and large language model (LLM) queries to accelerate prospect research, synthesize information, and surface insights.
- Proficiency of the prospect research competencies and best practices presented through the Association of Professional Researchers for Advancement (APRA) Body of Knowledge and relevant development tools.
Job Posting Title (Working Title): Sr. Prospect Research and Intelligence Analyst, Principal Gifts
Role/Level/Range: ATP/03/PC
Starting Salary Range: Minimum: $55,145 - Maximum: $96,760 (targeted salary: $85,000; commensurate with experience)
Employee group: Full Time
Schedule: Monday-Friday, 8:30am-5:00pm
FLSA Status: Exempt
Location: Mount Washington Campus
Department name: 10001648-Principal and Leadership Gifts
Personnel area: University Administration
Salary : $55,145 - $96,760