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Director of Business Intelligence, Analysis and Reporting, Columbia University Medical Center

The Director of Business Intelligence, Analysis and Reporting will lead the Office of Development (OOD) data management functions including leadership of the department's BI/Database Team. This professional will work closely with the Development, Alumni Relations, Special Events and Stewardship teams to support their fundraising, relationship development, events, board engagement and related work. The incumbent will be responsible for analyzing, reporting and developing recommendations on data and information related to the department's fundraising goals. They will also be integrally involved in the management of automated data flow, analysis and recommendations of HIPAA compliant Grateful Patient data. Specific responsibilities include the production of ad hoc reports from the Grateful Patient database and Advance for internal and external constituents; the ability to analyze, evaluate, and prioritize original report specifications received from development and alumni relations staff throughout Columbia University Medical Center, create and execute original PL/SQL code, Crystal Reports and Tableau for queries against the Grateful Patient and Advance fundraising databases. The Director of Business Intelligence, Analysis and Reporting will be required to program with PL/SQL Developer in an integrated development environment for developing, testing, debugging and optimizing Oracle PL/SQL queries. The Director will also manage the department's Research Analyst including the Analyst's updates, creation and maintenance of educational materials for department use.

Additional responsibilities include some training of Development staff on the operation of the interface for the fundraising databases and assisting the Directors of Development in managing portfolios and programs by developing custom reports as needed.

Minimum Qualifications:

- Requires a Bachelor's degree in Business Intelligence, Health Information Technology, Mathematics, Computer Science, Statistics, or related areas. Master's degree strongly preferred.

- Four years of related work experience with seven years or more in fundraising and higher education. Healthcare experience strongly preferred.

- Experience managing analysts and programmers with the ability to recruit, employ, train, supervise and evaluate staff.

- Advance knowledge of Microsoft Office Suite of Products (Word, Excel, PowerPoint, Outlook, and SharePoint).

- Proficient in Oracle-based PL/ SQL inquiries and programming, and some proficiency with creating

scripts for Microsoft Office.

- Excellent interpersonal skills, written and oral communications and organization skills necessary,

with the ability to work effectively with a wide range of constituencies in a diverse community.

- Must work well independently and as a member of the team.

- Ability to set priorities and work in a fast paced environment, maintain professionalism and high

level of confidentiality.

- Skilled in handling multiple deadline driven assignments with the ability to initiate, supervise and

complete projects and assignments with minimal supervision.

1. Create and execute original PL/SQL code for queries against the databases to generate ad hoc and on demand reports for Development officers. Analyze, evaluate, and prioritize original report specifications

received from development and alumni relations staff throughout the Columbia University Medical Center development and alumni community 30%

2. Responsible for analyzing data generated from the databases and creating insightful reports/dashboards for management 20%

3. Oversee the automated data flow, review and/or audit department's protected health information and access to Grateful Patient and Advance databases 20%

4. Supervise the updates of training and educational materials for use within the department. Provide training with a focus on development and implementation of streamlined processes. Manage department's Analyst 15%

5. Provide strategic and operational statistical expertise for use within the department. Other duties and

special projects as assigned. 15%

Please apply here:

jobs.columbia.edu/applicants/Central?quickFind=162441

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Research Manager, Pratt Institute

POSITION SUMMARY:

The Research Manager will report directly to the Associate Director of Prospect Management and Research and is a key member of the Institutional Advancement team who provides proactive and reactive prospect research and prospect management. The Research Manager assists with the identification and assessment of potential donors and assists the Associate Director with strategies and recommendations towards building a strong prospect pipeline. Working closely with the Associate Director of Prospect Management and Research, the Research Manager is a key fundraising strategist who assists with efficiently moving prospects through the development cycle by employing fundraising knowledge, combined with research and analytical input, and moves management strategies.

POSITION RESPONSIBILITIES:

Assists with strategies for identifying and rating the capacity of potential prospects, including analyzing hard and soft financial data in the context of gift capacity.

Proactively identifies new major gift and planned giving prospects through data mining techniques, push technology, demographic, and other searches.

Works closely with the Fundraisers and Development Events team to develop solicitation strategies.

Provides the Alumni Relations team research information on major gift prospects and/or suspects for their signature events and chapter events as appropriate.

Ensures that all research requests are completed accurately and in a timely manner.

Helps with the preparation of briefing reports for the President, Vice President, Deans and Gift Officers as needed.

Ensures fundraisers are informed and alerted regarding new information about the gift capacity and funding interests of top prospects and potential prospects.

Will assist in providing training to the fundraisers and support staff on the prospect tracking system, proposal tracking system, and training on contact report guidelines.

Participates in data integrity efforts for prospect information stored in Raiser’s Edge, the fundraising database of record.

Manages sensitive information and adheres to confidentiality policies regarding privacy of database information.

Monitors news and publicly-available financial information on major gift prospects and suspects from SEC filings, professional publications, and press.

Remains informed of central issues in the development profession.

Maintains professional standards of research and conduct work in a manner that is ethical and sensitive to the needs to donors, development staff members, and Pratt Institute.

Participates in on-going professional development activities as relevant, to maintain and enhance skills and abilities and stay abreast of current prospect management trends and research techniques.

Provides support for other Institutional Advancement functions and activities as needed, including occasional evening and weekend events.

Other duties as assigned.

QUALIFICATIONS:

Education: Bachelor’s degree required.

Experience: Must have at least three years’ experience in prospect research and portfolio management.

Knowledge and Skills:

Demonstrated knowledge of electronic databases (e.g. Lexis Nexis, iWave, Foundation Search) and prospect research and management methods needed to enable major gift fundraising required.

Proficiency in Raiser’s Edge.

Experience in data mining, report creation, and moves management policies and procedures.

Knowledge of best practices and technologies.

Ability to perform in-depth research using a wide variety of sources.

Ability to problem-solve, using investigative research and analytical skills to implement creative solutions.

Ability to perform duties in a quality service manner, effectively prioritize a large number of project and research requests, manage multiple tasks simultaneously, and work as a member of a team.

Strong analytical skills and strategic thinking with a high level of attention to detail.

Must have excellent research, writing, organizational and interpersonal communication skills; and proficiency in Microsoft Word, Excel, and PowerPoint.

Must have ability to establish and maintain working relationships with staff from diverse backgrounds, as well as demonstrate sensitivity to cross-cultural perspectives and experiences.

TO APPLY:

Please submit your cover letter, resume including salary history and requirements, and the names and contact information for three professional references.

https://pratt-edu.silkroad.com/epostings/index.cfm?fuseaction=app.jobinfo&jobid=766&company_id=16145&version=1&source=ONLINE&JobOwner=992990&startflag=1

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Part-time Prospect Research Assistant, St. Thomas Aquinas College

A part-time position that requires a commitment of 21 hours per week. Under the supervision of the Vice President of Institutional Advancement, the Research Assistant is responsible for the research activity and assessing the funding capacity of individuals, foundations and corporate organizations and identifying new and plausible sources of funding. The successful candidate will proactively research and identify funding prospects for major gifts and guide the prospect management process. In addition, will take a creative approach to prospect research promoting efforts to raise the potential for new and increased funding from within the philanthropic community.

Qualifications:

Bachelor’s degree from an accredited four-year college or university is required; a minimum of one year experience in prospect research for a non-profit cultural organization or institution of higher education preferred; knowledge of prospect research techniques and tools including LexisNexis, iWavePro, WealthX, WealthEngine, etc.; exceptional writing skills: the ability to successfully write, edit, and distill complex information into clear, well-written documents. Proficiency in Microsoft Office and experience with fundraising database software.

Application Process:

To respond, print out an employment application. Complete it and include with it a cover letter, resume and three professional references to: eloftus@stac.edu.

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Assistant Director, Prospect Manager and Pipeline Development, Mount Sinai Health System

Follow the link for the job description.

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Analyst, Prospect Strategy & Research, The Jewish Museum

About The Jewish Museum

Founded in 1904 and located on New York City’s Museum Mile, the Jewish Museum is dedicated to the enjoyment, understanding, and preservation of the artistic and cultural heritage of the Jewish people. The Museum has a unique identity as a hub for art and Jewish culture, drawing on a collection of nearly 30,000 works of historical and contemporary fine art, Judaica, antiquities, ceremonial objects, and broadcast media. The Museum applies a contemporary lens to its exhibitions, which range from ancient to contemporary art.

The Position

The Analyst, Prospect Strategy & Research is responsible for managing and executing the Jewish Museum’s donor research for individuals, foundations, and corporations. The position provides direct prospect research services to and for the senior fundraisers and Museum leadership.

The Analyst, Prospect Strategy & Research reports to the Deputy Director of Development and works closely with the fundraising team as a partner in helping achieve fundraising goals through the creation of prospect profiles, meeting briefings, and event facebooks. S/he insures a steady stream of new prospects is being researched as being capable of charitable gifts of at least $10,000. The position also oversees the timely movement of previously identified prospects through the various cultivation stages leading to solicitation.

Strong project management, organizational, and communication skills are important in this position.

Responsibilities include:

  • Maintaining an overall knowledge of the Museum’s top prospects to assist fundraisers in developing appropriate cultivation, solicitation, and stewardship strategies; and referencing and representing that information at meetings and in discussions, as needed.
  • Leveraging data analytics, prospect research tools, relationship mapping, and proactive research strategies to identify board candidates and major gift prospects whose interests align with fundraising priorities.
  • Providing intelligence that informs the development of tailored cultivation and engagement strategies, including approximately 200 prospect profiles annually.
  • Collaborating with senior development staff and the Museum director’s office to create briefing documents for high-level meetings with donors and prospects.
  • Coordinating an effective moves management system with support from the Deputy Director of Development and the senior development team.
  • Assisting the Deputy Director of Development with the Trustee pipeline, prospects, profiles, and reports.
  • Creating facebooks for development staff highlighting expected VIP attendees of major Museum events.
  • Managing and disseminating a weekly briefing that captures pertinent news on major donors and prospects.
  • Developing and overseeing the research department’s budget, policies, and procedures.
  • Evaluating research tools and emerging technologies and coordinating vendor relations.
  • Ensuring adherence to professional research standards and ethics of prospect research.

Requirements:

  • 3-5 years of direct experience as a researcher for development/fundraising in the non-profit field, preferably in the arts.
  • Demonstrated proficiency with iWave, LexisNexis for Development Professionals, Foundation Directory, and other prospect research subscription services.
  • Proficiency in conceptualizing and developing proactive prospecting methodologies using such tools as constituent list segmentation, data-mining, and electronic and peer screenings.
  • Understanding of wealth indicators and ability to translate such information into prospect ratings and gift estimates.
  • Strong analytical skills, including expertise in the modeling and analysis of data.
  • Ability to appropriately communicate sensitive information and to judge how and with whom this information should be shared.
  • Advanced computer skills, particularly with Salesforce and the Microsoft Office suite of applications.
  • Strong commitment to quality work and high productivity.
  • Strong organizational skills and to manage multiple tasks and responsibilities.
  • Desire to be an integral part of a team.
  • Bachelor’s degree required.

Send Resume with Cover Letter To:

Associate Director, Human Resources

The Jewish Museum

1109 Fifth Avenue

New York, NY 10128

Email: Jobs@TheJM.org

Fax: 212-423-3232

The Jewish Museum is an Equal Opportunity Employer that is committed to building a culturally diverse staff and encourages applications from diverse candidates.


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