Under the supervision of the Director, Prospect Research
the Project Manager, Prospect
Research manages special projects, including those
focused on prospect movement and pipeline management, relationship
mapping, and identifying prospective donors for specific
programs.
The Project Manager, Prospect Research is also responsible for
researching, analyzing and recommending strategy on donors and
prospective donors with Principal Gift capacity and/or those who
receive Executive level attention.
They will also partner with Principal and Major Gift Officers
and Foundation Officers on strategy and help train and mentor
Research Specialists and Associates on the team.
Key Responsibilities
- Conducts reactive research and prepares briefing materials for
Executive staff for events and meetings, with emphasis on
constituents’ capacity, interests (including philanthropic
interests) and relationships - Partners with Principal and Major Gift Officers (focusing on
strategy development) - Assists Director of Prospect Research with optimizing Principal
and Major Gift portfolios through consistent driving of and
reporting on prospect movement through the pipeline - Develops and manages special projects to expand our board
pipeline, network and donor pool, and leads internal processes and
discussions to ensure the assignment of newly identified
prospective donors; prospective donors will be identified through a
variety of techniques, including:- Program-specific and regional prospecting and mapping
- Sphere of Influence Mapping
- Identification of key populations from our wealth screening
results
- Helps train and mentor Research Specialists and Associates on
the team:- Presents tutorials and leads discussions on special topics
(e.g., international research, understanding different types of
financial institutions and giving vehicles, etc.) - Involves them with special projects (e.g., help with Sphere of
Influence mapping, etc.)
- Presents tutorials and leads discussions on special topics
- Helps identify and acquire new sources for the Research Team
and regularly evaluates existing sources - Assesses capacity, interests, philanthropy and relationships to
identify and qualify new prospective donors and assesses new
opportunities with existing donors - Participates in advancing EDF DEI goals in which people from
all backgrounds and experiences feel connected, included, and
empowered to address the environmental and organizational
challenges in alignment with EDF values
Qualifications
- Bachelor’s degree required.
- At least 4 years of experience in Prospect Research, including
experience with targeted Google searches, Salesforce, LexisNexis,
NOZA, Foundation Directory Online, RelSci, and other common
sources. - Experience with Blackbaud ResearchPoint and analyzing
Securities & Exchange Commission filings and other financial
data a plus. - Demonstrated ability to peruse large volumes of information,
find the details relevant to fundraising, present findings and
recommendations clearly, concisely and accurately a must. - Must be a self-starter, detail oriented, well-organized, and
able to plan and execute projects from conception to
completion. - Ability to produce and manage multiple requests at one time is
essential. - Ability to maintain confidentiality.
- Strong written and oral communication skills.
- Familiarity with environmental NGOs a plus.
- Demonstrates self-awareness, cultural competency and
inclusivity, and ability to work with colleagues and stakeholders
across diverse cultures and backgrounds.
Work can be performed remotely or from any EDF US office based
location.
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