Analyst, Relationship Insights

The Relationship Insights Analyst, reporting to the Associate Director of Relationship Insights, partners with development officers to provide data-driven recommendations and research that enhance fundraising strategies and donor relationships. This position will specialize in researching high-net-worth individuals and corporations. Key skills include research, data synthesis, and clear communication. 

Major Duties: 

Development Officer Partnerships: 

• Collaborate with development officers to support fundraising using research and technology
• Conduct Strategic Portfolio Reviews with development officers and provide actionable recommendations
• Synthesize data into concise insights for development officers
• Proactively support Foundation and development priorities with research and data
• Educate development officers on Relationship Insights protocols and tools
• Identify new donor relationships using technology and analytics

Research Responsibilities: 

• Analyze legal and financial documents to identify potential donors
• Create detailed research products and donor profiles
• Conduct financial and biographical analysis for donor profiles
• Fulfill presidential and Foundation leadership research requests
• Verify capacity ratings through financial data analysis

Data Management: 

• Update CRM with accurate relationship information
• Ensure data accuracy through audits
• Maintain confidentiality of constituent information

Knowledge/Skills

• Naturally curious with an eagerness to learn
• Strong research and writing skills with attention to detail
• Ability to communicate data clearly to diverse audiences
• Effective at managing multiple projects and priorities
• Strong interpersonal skills and professional communication
• Excellent organizational and time-management skills
• Discreet with confidential information
• Adaptable to new technologies and changing environments

Measures of Success:

• Optimize donor portfolios to meet fundraising goals
• Lead Strategic Portfolio Reviews three times a year
• Produce timely, accurate research products

Education/Experience:

A bachelor’s degree and two years research experience, either professional or academic.

Important Organizational Notes:

Adherence to a professional code of conduct is essential at all times, ensuring the highest standards of integrity, respect, and ethical behavior in all interactions and responsibilities.  Adherence to the Core Values is vital to success.

Classification:

Exempt

Oregon State University Foundation Core Values

• Collaborative: We convene our partners to achieve solutions.
• Productive: We get the right things done.
• Respectful: We treat one another with dignity and civility.
• Bold: We aspire to transform.
• Inclusive: We nurture a culture of belonging.
• Creative: We color outside the lines.