Prospect Researcher

  • Full Time
  • Westerville, OH
  • Salary Range (Optional but highly recommended to increase equity in the workplace): $48,000.00 - $52,000.00 Annually

Website Otterbein University

Job Title: Prospect Researcher
Job Class: Staff
Department: Advancement Services
FLSA status: Full-time/exempt/12-months; 40 hours

SUMMARY: The Assistant Director provides leadership in research of prospects, portfolio hygiene and development, and serves as lead on data improvement projects. He/she plays a key role in the Division of Institutional Advancement as we are charged with securing six figure gifts as well as developing the pipeline for the University’s next campaign. He/She will carry on the important work of identifying high potential prospects, analyzing current donors and recommending strategies for new prospects as well as strategies for initiating new opportunities with existing donors and prospects. This position reports to the Executive Director, Advancement Services.

Responsibilities include:

  • Research and analyze new high net worth donor prospects and new opportunities with existing donors with a primary focus on Major Gifts.
  • Conduct research and prepare briefing materials with emphasis on constituents’ wealth, interests, philanthropy and relationships.
  • Visually map relationships among donors and prospects to help identify opportunities for Otterbein to maximize fundraising potential.
  • Assess wealth (batch and individuals) using software common to the industry such as Donor Search.
  • Analyze results of wealth and philanthropy screenings of donor database to identify those with potential to make larger gifts.
  • Proactively identify and research new prospects from successful organizations and key industries who may have interests which align with campaigns.
  • Act as lead for data improvement projects (employment information, endowment coding, etc.
  • Serve as primary relationship lead with Advancement Services Vendors, including but not limited to LexisNexis, VRC, and DonorSearch
  • Research new donors of $1K+ and make recommendations regarding portfolio management and cultivation and stewardship plans.
  • Review prospect pools and make recommendations to improve portfolio hygiene by scrubbing pools to maintain focus on top prospects.
  • Develop and manage processes for tracking University leadership Advancement-related activities
  • Build and manage internal forms, and associated data entry
  • Remain current and fully informed on research trends and available resources in the field.
  • Maintains highest standards of professionalism and customer services in all interactions
  • Collaborates with colleagues in advancement and other departments


QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

MISSION CRITICAL COMPETENCIES (related to core competencies):


  • Demonstrates active listening skills.
  • Tailors written and oral presentations to effectively reach intended audience.


  • Makes customers and their needs a primary focus of actions.
  • Readily readjusts priorities to respond to pressing and changing demands.


  • Conveys a command of relevant concepts, facts and information in matters involved in
  • Demonstrates respect for all employees and customers. Fosters honest, fair, and open communication.


  • Seeks opportunities to improve, streamline, reinvent work processes as a means to improve the organizations performance and effectiveness.
  • Thinks expansively by combining ideas in unique ways or making connections between disparate ideas.
  • Targets important areas for innovation and develops solutions that address meaningful work issues
  • Adapts best practices and processes to the department


  • Respects confidentiality of information
  • Demonstrates a strong sense of urgency about solving problems and getting work done.

EDUCATION and/or EXPERIENCE: Bachelors degree with a minimum of 2 years of experience in prospect research. Experience with LexisNexis, Donor Search, or Iwave preferred. Ability to maintain confidential information. Proficiency in Microsoft office applications (Word, Excel, PowerPoint) and web based research skills, and comfortable working with social media networks (Twitter, Facebook, etc.)


LANGUAGE SKILLS: Must demonstrate excellent verbal and written English skills including grammar.

MATHEMATICAL SKILLS: Should possess strong analytical skills including the ability to analyze and interpret business and financial data and information.

TECHNICAL SKILLS: Experience sourcing information from online database and web sources.

REASONING ABILITY: Ability to identify, analyze, and rank prospects through constituent list segmentation, push technology, electronic database screening, and peer screening.

Otterbein University is an Equal Opportunity Educator and Employer.
Otterbein University is committed to providing a welcoming environment free from unlawful discrimination. To this end, the University prohibits any form of discrimination against any person on the basis of race, color, sex, gender, pregnancy, religion, creed, marital status, partnership status, age, sexual orientation, gender identity, gender expression, national origin, disability, military status, or any other legally protected status in its programs and activities. However, the University’s commitment to a nondiscriminatory environment is not intended to abridge unduly its commitment to academic freedom, free speech, or its educational mission. Inquiries or complaints regarding any form of discrimination or harassment may be directed to:

Scott Fitzgerald, Director of Human Resources and Legal Affairs
Title IX Coordinator

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