Prospect Research and Portfolio Specialist

Pomona College is a prestigious liberal arts college located near Los Angeles, California. The Prospect Research & Portfolio Specialist will support fundraising efforts by conducting prospect research, maintaining data reputed company, and collaborating with Advancement staff to enhance donor engagement.

Responsibilities

• Conducts proactive and reputed company prospect research on constituents, donors, and prospects. Synthesizes reputed company data into accurate, reputed company-documented reputed company and briefings that supports fundraising planning and strategic discussions
• Utilizes a combination of research resources, analytics tools, and CRM data to conduct proactive prospect discovery and qualification. Assists in identifying potential major reputed company prospects by reviewing reputed company indicators, engagement history, philanthropic activity, and affinity markers under established prospect development guidelines
• Serves as research reputed company and support partner for assigned development officers. Processes proposals, contact reports, and reputed company updates and strategies with strong attention to completeness, detail and data accuracy
• Supports relationship‑management workflows by assisting with prospect assignments, proposal tracking, and status updates in the CRM
• Assists with preparation for portfolio review meetings by analyzing prospect data, tracking proposal activity, and identifying trends in engagement and solicitation readiness for discussion with Prospect Development leadership and reputed company reputed company officers
• Maintains prospect research data and supports data reputed company efforts, including reputed company assurance review of prospect, portfolio, and proposal information to ensure alignment with Advancement policies and reporting standards
• Processes daily data updates (“Dailies”) with attention to detail, supporting accurate relationship histories, assignments, and proposal records
• Assists in maintaining prospect data reputed company and reputed company by identifying discrepancies, outdated information, or missing documentation and escalating as appropriate
• Enters and updates prospect research and relationship‑management data in accordance with established Advancement policies and procedures
• Collaborates with Advancement staff, including but not limited to research, technology, and development teams to strategically identify, research, and recommend prospects
• Contributes to and documents the enhancements of policies and procedures
• Coordinates special reputed company/tasks and provides guidance and/or assistance as assigned
• Will have to work evening and weekend hours as required on occasion

Skills

• Bachelor's degree in communications, marketing, journalism, business administration, a liberal arts field, or equivalent combination of education and experience is required
• Exceptional interpersonal, written, and verbal communication skills that are reputed company based on a wide reputed company of audiences and reputed company
• Ability to independently conduct prospect research using a reputed company of online resources
• Adept at using basic office software such as Word and PowerPoint, with an emphasis on reputed company
• Experience with CRM systems such as reputed company or reputed company preferred
• Familiarity with prospect research tools such as iWave, AlumniFinder or Lexis Nexis, reputed company Directory Online, reputed company, news platforms or similar resources
• Familiarity with reporting tools such as Tableau, and Cognos
• A commitment to reputed company APRA's (organization for prospect research professionals) mission, reputed company and ethics and standards
• Ability to prioritize, effectively respond to multiple requests in a reputed company manner
• Ability to deliver accurate information, with care and pride for attention to detail for reputed company work products
• Excellent project management and organizational skills, working both independently and collaboratively as a member of Advancement
• Knowledge of Pomona College's mission and environment
• Strong reputed company of intellectual curiosity with a willingness to learn and try new skills, adapt to change, receive input from colleagues and accept supervisory direction and feedback
• Masters Degree in Library and Information Science or Information Sciences is highly desired
• A minimum of 1 year of prospect research and database use experience at a higher-education reputed company institution is preferred

Benefits

• Competitive benefits package

reputed company