Further Information Job title Development Analyst Grade 7 Salary range £28,695 - £37,394 per annum Staff Group Academic-Related Department / Institution Cambridge University Development and Alumni Relations Role-specific information Role Summary The Development Analytics Team This team sits within the Prospect Information and Analysis Function and is closely aligned to the work of the Development Research team. The Development Analytics team applies rigorous, on-going proactive research methods and analysis to assist in the identification of new potential supporters of collegiate Cambridge, inputting directly into prospect assignment and producing the supporting analytics used to manage the pipeline process and provide transparency across the prospect pool. The Role The Development Analyst provides reliable and timely qualitative and quantitative data and trend analysis that supports the strategic and tactical planning and operational effectiveness of key fundraising programmes, including fundraising from alumni, other individuals, companies, trusts and foundations. Specifically the role holder studies internal and external data and employs data mining, predictive modelling, forecasting and statistical analysis techniques to identify, classify, understand and ultimately move into cultivation prospects capable of making philanthropic contributions to the University, and to provide assessments of the effectiveness of fundraising programmes. The role will design, develop and deliver management information and database reports to enable the most effective use of data to drive business decision making, change and strategic planning. The post holder will develop a high level of understanding of Cambridge supporters and their involvement with the University and will apply a high level of technical expertise and statistical know-how to produce recommendations for prospect development, and commercial engagement. During the 2011/2012 financial year, 1,092 prospects were rated during the period: 285 6-figure prospects; 90 7-figure prospects; 40 8-figure prospects and 24 9-figure prospects. The Development Analyst provides reliable and timely qualitative and quantitative data and trend analysis that supports the strategic and tactical planning and operational effectiveness of key fundraising programmes, including fundraising from alumni, other individuals, companies, trusts and foundations. Specifically the role holder studies internal and external data and employs data mining, predictive modelling, forecasting and statistical analysis techniques to identify, classify, understand and ultimately move into cultivation prospects capable of making philanthropic contributions to the University, and to provide assessments of the effectiveness of fundraising programmes. The role will design, develop and deliver management information and database reports to enable the most effective use of data to drive business decision making, change and strategic planning. The post holder will develop a high level of understanding of Cambridge supporters and their involvement with the University HR7 Further Information, Version 3, 01/03/13 Page 1 of 8 and will apply a high level of technical expertise and statistical know-how to produce recommendations for prospect development, and commercial engagement. Key Responsibilities Proactive Research 30% Undertake proactive research to identify new major gifts prospects focussing on alumni of the University as well as other individuals, companies and trusts and foundations, to ensure that the University’s fundraising initiatives have a continuous supply of major donor prospects (£100,000+) to support and meet ongoing fundraising goals. This specialised research and analysis facilitates the cultivation and solicitation of top prospects by the Fundraising Teams, Executive Director and other high-level University staff. Work towards annual targets, as agreed with the Development Analytics Manager and in-line with fundraising team targets, for the number of new suspects and prospects identified per month and work with Associate Directors on agreed numbers of new prospects qualified. Use the Development Office database and other research resources to identify new constituencies and target groups. This will include researching trends in philanthropy and the distribution of wealth and identifying business sectors and other areas on which to focus proactive research. Conduct research projects in support of specific University objectives e.g. in support of Schools and non-Schools fundraising, and to identify Principal Gifts prospects. Data Analysis 30% Undertake qualitative and quantitative data and trend analysis and research to support the strategy and planning of key fundraising programmes. Gather, filter and segment large data sets for the purposes of identifying, classifying and refining rated prospects lists and prioritising pools of prospects for fundraising activities. Deliver predictive modelling analysis, data mining, statistical analysis and research to maximise the value of the database for all fundraising and commercial engagement. Work with the Development Analytics Manager to develop a suite of statistical tools and data mining techniques to analyse constituencies and predict their behaviours. Analyse and exploit data from the Development and Alumni Relations (CUDAR) database and other sources to assist with the prioritising of approaches to potential supporters. Engage in market research, data mining and modelling activities to determine trends and provide increased understanding and hypothesis testing of patterns in alumni and donor activity, identifying and forecasting growth opportunities and addressing challenges. Ensure that all information and results from analysis is synthesized and disseminated clearly and succinctly to its target audience through the use of written reports, maps, charts, graphs and presentations. Rating and Qualifying Prospects 20% Identify, obtain and interpret detailed financial and legal disclosures including audited company annual reports and foundation tax reports. Capture financial information about donors and potential supporters including salary details, assets, liabilities, giving patterns and shareholdings from multiple sources including complex financial and legal disclosures, technical and trade documents, court and tax records, annual reports, SEC filings and real estate files. Analyse this information in order to allocate a rating, based on an estimate of their net worth assessment, to indicate their potential giving capacity. HR7 Further Information, Version 3, 01/03/13 Page 2 of 8 Ensure all new prospects rated have a Wealth Note on their database record to record the methodology and sources used for assessing the prospect’s capability to give. Working closely with the Database Manager, Development Research and PIM Teams the post holder will identify issues and gaps in data, quality, content and prospect management. For example, business details are an essential first step in enabling a rating to be allocated, along with any financial information in the public domain, and these need to be recorded consistently on constituent records and kept up-to-date. The Development Analyst will also help to develop other methods such as volunteer peer screening programmes and the use of external electronic database screening to provide additional information about prospects’ wealth. Identify overall trends and patterns in giving, volunteerism, event participation etc and search for explanations and underlying causes. Further qualify prospects i.e. looking at their propensity to give. Assess and prioritise the prospect pool through the use of data mining and donor modelling and own the rating system based on prospects’ propensity to give. This will involve utilising data from the CUDAR database for example past donations, attendance at events and other contact with the University, to provide an indication of a prospect’s likelihood of making a gift. The Development Analyst will also research individuals’ networks and contacts in order to identify potential links with volunteers or existing supporters which would also help with prioritising approaches to prospects. Develop predictive model custom scoring and provide recommendations to CUDAR senior management and the fundraising and alumni teams for how to interpret, understand and apply scoring in various fundraising activities. Map supporter networks, focussing particularly on senior volunteers as a route in to contacting potential new prospects, mapping high-level relationships and identifying contacts and connections. Under the guidance of the Development Manager, advise Colleges on wealth assessments and ratings methodology and collaborate on wealth screening and other programmes Prospect and Alumni Tracking 15% Monitor the activities and achievements of alumni, other individuals and organisations and record this information in the Development Office’s database. Prospects and donors are tracked in the press using a combination of methods including alerts on Google and Lexis Nexis, and new information provided to the Fundraising teams to inform their prospect strategies. Duties will include: working with the Fundraising and PIM Teams to capture prospect activity and ensure changes in prospects’ statuses and any requests for data changes, e.g. ratings checks are actioned and recorded; working with CUDAR management to design and run custom reports; developing policies and procedures and providing training to CUDAR Office staff to ensure the system is fully understood and used efficiently; analysing data and developing procedures for increased prospect utilisation; reviewing the system’s effectiveness to ensure it continues to meet the changing needs of the office. Ensure new prospects are rated, qualified, and moved in to the prospect pipeline in accordance with agreed targets. Develop an in-depth knowledge of prospects and donors’ interests and contact with Cambridge to provide guidance to the Fundraising and PIM Teams on appropriate cultivation strategies. Develop and run reports for Fundraiser portfolio meetings, and work closely with the PIM Team to respond to requests for additional research and data changes e.g. checking and updating ratings. Reports need to both meet the needs of individual fundraisers and enable prospect information to be utilised and disseminated throughout the CUDAR Office. Track the progress of new prospects and existing prospects through the prospect pipeline to assess the number of prospects identified by research who go on to make major gifts. Regularly review individuals in the prospect pool for new philanthropic potential and assess their financial ratings. Research may be needed on prospects that have been at the same stage in the pipeline for a long time to establish whether they are still an active prospect or whether they should be allocated to another member of the fundraising team. HR7 Further Information, Version 3, 01/03/13 Page 3 of 8 Identify Sources of Information 5% Stay abreast of current and emerging trends in philanthropy, fundraising, higher education and business intelligence; providing advice to the PI&A Team and communicating to CUDAR colleagues and senior leadership as appropriate. This requires the role holders to: Review current sources for gathering career, wealth and financial information, ranging from newspaper and journal articles to subscription services such as online sources for company and director information. Identify new sources of information in on-line and hard copy format, compare to existing sources of information and make suggestions to the Development Analytics Manager for new resources to be purchased. Develop a network of contacts, both internal and external to the University and through liaising with organisations in the UK and overseas, e.g. the Association of Professional Researchers in Advancement (APRA) and other professional research bodies. Teach Associate Directors, Fundraising Assistants and others across CUDAR about the nature of available research information. Attend training courses, both University-based and external, to broaden knowledge of research, data analysis and other areas of the role, increase networking opportunities and to gain experience of potential new sources of information. Develop the skills and knowledge of CUDAR staff and others regarding the use of research resources and manage their expectations of what can be achieved with the resources and time available. Person Profile This section details the knowledge, skills and experience we require for the role. Education & qualifications Specialist knowledge & skills A degree or equivalent qualification is usually preferred for this role since it tends to imply an ability to analyse and synthesise large amounts of information, but is not an absolute prerequisite. The role holders must have an understanding of data mining, financial reporting and the business world and be able to find and summarise information on a wide variety of topics to tight deadlines, including: Ability to interpret and analyse complex financial and legal disclosures, technical and trade documents, including court and tax records, annual reports, SEC filings and real estate files. Excellent knowledge of statistical analysis methods including data mining and predictive modelling and an understanding of techniques including regression and segmentation. Excellent IT skills including extensive use of Excel, Access and proficiency with word processing, spreadsheet and presentation software programmes. Experience with statistics packages such as SPSS or SAS. Experience of using sophisticated relationships management software including the ability to design, build and deliver management information reports. Familiarity with the Raiser’s Edge database package used by CUDAR preferred but not essential. Extensive experience of locating and compiling business and biographical information from online research resources (e.g. ICC, DASH, Capital IQ or Page 4 of 8 HR7 Further Information, Version 3, 01/03/13 equivalents) and online news databases (e.g. Lexis Nexis or Factiva) and the ability to use the Internet effectively are essential to the job. Experience of recording information in accordance with the Data Protection and Freedom of Information Acts, and an understanding of copyright regulations in relation to storing data. Experience of working in fundraising including an understanding of the prospect management process. An active interest in people, social and current affairs and the business world. Interpersonal & communication skills Requires excellent report-writing abilities in order to write succinctly and present statistical information clearly and logically to senior members of the University and alumni to use in order to develop strategic thinking. Good communication skills, both written and verbal, and excellent interpersonal skills are needed along with the ability to deal effectively with people at all levels. In addition, the role holder must be capable of handling sensitive and confidential information on alumni and others tactfully, and to elicit information in a discreet and professional manner from external organisations. A methodical, flexible and tenacious approach to work is required and an inquisitive nature as the role holders often have to respond to questions and requests that are difficult to answer. Must be highly organised with the ability to think laterally and carry out a number of tasks with speed and accuracy. This requires the ability to juggle streams of information and input from others against tight deadlines with good attention to detail. The ability to work with a high degree of personal initiative and as a member of a team operating under pressure is crucial. Relevant experience Good knowledge of, and empathy with, the University, its ethos and structure. Experience gained within a Fundraising environment Additional requirements Regular attendance at relevant courses and networking opportunities to keep upto-date on new methods and best practice in proactive research, prospect identification and data analysis. Terms and Conditions Location 1 Quayside, Bridge Street, Cambridge, CB5 8AB Working pattern Monday - Friday Hours of work 37.00 hours per week Length of appointment 18 months fixed Term contract Limited funding N/A Probation period 6 months Annual leave 33 days plus Bank Holidays, this includes fixed periods at Christmas when the Department/Office will be closed. The period for calculating entitlement to annual leave in any particular year is the academic year i.e. 1 October to 30 September. Pension eligibility Universities Superannuation Scheme (USS) HR7 Further Information, Version 3, 01/03/13 Page 5 of 8 Pension scheme details are available on our web pages at: http://www.admin.cam.ac.uk/offices/pensions/schemes.html. Information about the legal requirement for the University to automatically enrol its eligible jobholders into a qualifying workplace pension scheme from 1 March 2013 is available at: http://www.admin.cam.ac.uk/offices/pensions/autoenrolment/. Retirement age The University does not operate a retirement age for assistant staff/research staff/unestablished academic staff/unestablished academic-related staff OR For established academic and academic-related staff, the University operates a retirement age which is at the end of the academical year in which the University officer reaches the age of 67. Salary scale The full incremental salary range for the position is advertised in order to demonstrate the progression of the Grade. In the majority of case appointments will be made at the Grade minimum: only in very specific circumstances can a higher salary be offered. Pre-employment Check Requirements We have a legal responsibility to ensure that you have the right to work in the UK before you can start working for us. If you do not have the right to work in the UK already, any offer of employment we make to you will be conditional upon you gaining it. If you need further information, you may find the Right to Work page within the ‘Applying for a job’ section of the University’s Job Opportunities pages helpful (please see http://www.jobs.cam.ac.uk/right/have/). Application Process To submit an application for this vacancy, please click on the link in the ‘Apply online’ section of the advert published on the University’s Job Opportunities pages. This will route you to the University’s Web Recruitment System, where you will need to register an account (if you have not already) and log in before completing the online application form. Please ensure that you upload your Curriculum Vitae (CV) and a covering letter explaining your interest in the position and how your experience would help you to fulfil the role in the Upload section of the online application to supplement your application. Closing Date: Wednesday 01 April 2015 Interview Date: Tuesday 14 April 2015 General Information The University of Cambridge The University of Cambridge is one of the world’s oldest and most successful Universities, with an outstanding reputation for academic achievement and research. It was ranked first in the 2011 QS World University Rankings and its graduates have won more Nobel Prizes than any other university in the world. The University comprises more than 150 departments, faculties, schools and other institutions, plus a central administration and 31 independent and autonomous colleges. The University and the Colleges are linked in a complex historical relationship. The Colleges are selfgoverning, separate legal entities which appoint their own staff. They admit students, provide student accommodation and deliver small group teaching (supervisions). The University awards degrees and its faculties and departments provide lectures and seminars for students, determine the syllabi for teaching and conduct research. HR7 Further Information, Version 3, 01/03/13 Page 6 of 8 There is much more information about the University at http://www.cam.ac.uk/univ/works/index.html which we hope you will find helpful. University of Cambridge Development and Alumni Relations Office The Cambridge University Development and Alumni Relations Office (CUDAR) is the alumni relations and fundraising arm of the University. It has the responsibility for raising major philanthropic gifts from alumni and non-alumni sources; for encouraging lifelong relationships and building links between the University and it’s alumni and supporters; for ensuring that the worldwide community of over 200,000 alumni are wellinformed about the development of the University and equipped to be effective ambassadors and advocates; and for communicating persuasively with all audiences to satisfy these objectives. CUDAR works collaboratively with all members of Collegiate Cambridge including our 31 colleges, the Cambridge University Health Partners, and Cambridge in America who are also focussed on promoting positive relations with our alumni and non-alumni and generating philanthropic funds. In 2005, to mark its 800th anniversary, Collegiate Cambridge launched the public phase of Europe’s first £1 billion campaign. It reached its target by 2010, two years ahead of schedule. Building on this success, the University is planning for its next major institution-wide campaign. In this context, the University is directing significant investment toward the expansion of the current alumni relations, communication and fund raising capability in CUDAR. What the University can offer you One of our core values at the University of Cambridge is to recognise and reward our staff as our greatest asset. We realise that it's our people who have built our outstanding reputation and that we will only maintain our leading position in the academic world by continuing to attract and retain talented and motivated people. If you choose to come and work with us, you will find that we offer: Excellent benefits – You will be eligible for a wide range of competitive benefits and services, including numerous discounts on shopping, health care, financial services and public transport. We also offer defined benefits pension schemes and tax-efficient bicycle, car lease and charity-giving schemes. We will help you balance your home and work life by providing you with generous annual leave entitlement and procedures for requesting a career break or flexible working arrangements if you need them. You will also have access to a range of well-being support services, including in-house Occupational Health and Counselling services. If you have childcare responsibilities, you may also benefit from the enhanced maternity/adoption pay, two nurseries and a holiday play scheme that we provide. We are keen to welcome new employees from other parts of the UK and other countries to Cambridge. If you will be relocating to Cambridge on a centrally funded appointment of two years or more, you may be eligible for our relocation expenses scheme. The University Accommodation Service will also be available to help you find suitable rented accommodation and to provide advice on renting arrangements and local facilities, if required. In addition, certain academic and academic-related appointments are eligible for the Shared Equity Scheme which offers financial assistance with the purchase of living accommodation. A welcoming and inclusive environment - We will help you settle into your new role and working environment through a central University induction event, local induction activities and our online induction package. Where appropriate to your role, you will have a probation period to provide a supportive framework for reviewing your progress and discussing your training and development needs. If you are relocating to Cambridge, you and your family will be welcome to attend the Newcomers and Visiting Scholars Group, which provides an opportunity to find out more about Cambridge and meet one other people new to the area. HR7 Further Information, Version 3, 01/03/13 Page 7 of 8 We welcome and support individuals from under-represented groups, as set out in the Equality of Opportunity section below. Extensive development opportunities - The encouragement of career development for all staff is one of the University's core values. You will find that we put this into practice through various services and initiatives, which include: - - A wide-range of training courses and online learning packages. The Staff Review and Development (SRD) Scheme, which is designed to enhance work effectiveness and facilitate career development post-probation. Leave for career and personal development, including long-term study leave for assistant staff and sabbatical leave for academic staff. The CareerStart@Cam programme, which supports assistant staff roles without higher education qualifications to develop their skills, experience and qualifications. Assistant staff may also apply for financial assistance for study which results in a qualification. Reduced staff fees for University of Cambridge graduate courses. The opportunity to attend lectures and seminars held by University departments and institutions. Policies and processes dedicated to the career development of researchers and the implementation of the principles of the Concordat, which have led to the University being recognised with an HR Excellence in Research Award by the European Commission. You can find further details of the benefits, services and opportunities we offer can be found in our CAMBens Employee Benefits web pages at http://www.admin.cam.ac.uk/offices/hr/staff/benefits/. A range of information about living and working in Cambridge is also available to you within the University’s web pages at http://www.jobs.cam.ac.uk/ and http://www.admin.cam.ac.uk/offices/hr/staff/. Equality of Opportunity at the University We are committed to a proactive approach to equality, which includes supporting and encouraging all underrepresented groups, promoting an inclusive culture and valuing diversity. We make selection decisions based on personal merit and an objective assessment against the criteria required for the post. We do not treat job applicants or members of staff less favourably than one another on the grounds of sex (including gender reassignment), marital or parental status, race, ethnic or national origin, colour, disability (including HIV status), sexual orientation, religion, age or socio-economic factors. We have various diversity networks to help us progress equality; these include the Women’s Staff Network, the Disabled Staff Network, the Black and Minority Ethnic Staff Network and the Lesbian, Gay, Bisexual and Transgender Staff Network. In addition, we were ranked in the top 100 employers for lesbian, gay and bisexual (LGB) staff in Stonewall’s Workplace Equality Index 2011 and we hold an Athena SWAN bronze award at organisation level for promoting women in Science, Technology, Engineering and Medicine. Information if you have a Disability We welcome applications from individuals with disabilities and are committed to ensuring fair treatment throughout the recruitment process. We will make adjustments to enable applicants to compete to the best of their ability wherever it is reasonable to do so, and, if successful, to assist them during their employment. We encourage applicants to declare their disabilities in order that any special arrangements, particularly for the selection process, can be accommodated. Applicants or employees can declare a disability at any time. If you wish to discuss any special arrangements connected with a disability, please contact, Michele Reader, who is responsible for recruitment to this position, on 01223 332288 or by email to [email protected]. Alternatively, you may contact the HR Business Manager responsible for the department you are applying to via [email protected]. HR7 Further Information, Version 3, 01/03/13 Page 8 of 8
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