• Prospect Development Analyst

    Posting Date 1 month ago(3/19/2018 9:26 AM)
    Job ID
    Einstein/Resnick - Bronx
    Employee Classification
    Institutional Advancement

    About Montefiore Einstein


    “It is Montefiore Einstein’s job as one of New York City’s largest academic health systems to illuminate a path for medical innovation and patient care. Healthcare is a changing game—and we are the game changers.” –Steven M. Safyer, MD, President and Chief Executive Officer, Montefiore Einstein


    Montefiore Health System was founded in 1884 by Jewish philanthropists as a care facility for patients with chronic illnesses, and quickly expanded into a world-class hospital based in the Bronx. Years later, Albert Einstein agreed to lend his named to a future medical school that would accept “students of all creeds and races,” and the Albert Einstein College of Medicine welcomed its first class, 53 men and 3 women, on September 12, 1955. To provide clinical education for medical students and residents, Montefiore and Einstein entered an initial affiliation agreement in 1963, leading to a partnership marked by several medical “firsts” – the world’s first transvenous cardiac pacemaker, the country’s first pediatric kidney transplant program, and the state’s first specialized endocrine and neuroendocrine tumor program.


    Building on the decades-long synergy among educational, research, and clinical enterprises, Montefiore and Einstein’s affiliation developed into a full academic partnership when Montefiore assumed fiduciary oversight, operations, and governance of the College of Medicine from Yeshiva University in September 2015. Today, Montefiore Einstein is one of New York’s premier academic health systems and is a recognized leader in providing exceptional quality and personalized, accountable care to approximately three million people across the Bronx, Westchester, and the Hudson Valley. The Montefiore Einstein system is comprised of 11 hospitals, including the Children’s Hospital at Montefiore, Burke Rehabilitation Hospital, and close to 200 outpatient care sites. The advanced clinical and translational research at the College of Medicine directly informs patient care and improves outcomes. From the Montefiore Einstein Centers of Excellence in cancer, cardiology and vascular care, pediatrics, and transplantation to a preeminent school-based health program, Montefiore Einstein is a fully integrated healthcare delivery system providing coordinated, comprehensive care to patients and their families.


    Philanthropy at Montefiore Einstein


    Montefiore Einstein has created incredible synergy around new bench-to-bedside discoveries that draw on the strengths of both institutions – premier educational opportunities, cutting-edge research, and science-driven clinical services. While there’s great promise in the combined force of Montefiore Einstein, the integration of two complex institutions requires thoughtful planning and tremendous leadership, particularly as it relates to philanthropy. To capitalize on the opportunity that the integrated system presents, the Montefiore and Einstein development teams were integrated into one office in August 2016.


    Since coming together, the Montefiore Einstein Office of Development, led by Rachelle Sanders, Vice President and Chief Development Officer, has doubled the number of full-time frontline fundraisers on the ground, re-engaged donors who have lapsed during the transition from Yeshiva University, and elevated the system-wide conversation about philanthropy through a strategic planning for development process led by executive, trustee, and campus leaders. With a strategic plan for development in hand, Montefiore Einstein has the roadmap and leadership investment to guide and focus fundraising activity over the next several years. By demonstrating what it means to give back and inspiring others to do the same, Montefiore Einstein will aspire to reach its overarching vision of becoming a leading philanthropic institution that attracts transformational support locally and beyond the New York City region.


    Watch Montefiore Einstein celebrate the system’s shared vision of transforming health and science for all, and honor Ruth Gottesman, EdD, Einstein Board Member and Development Committee Member, and Ira Millstein, Esq., Einstein Board Member, at the 2017 Gala for Montefiore Einstein.


    This position is based at the Albert Einstein College of Medicine campus (1300 Morris Park Avenue), with occasional travel to other campuses. A free shuttle service is available to staff and students.


    About the Team


    The Prospect Development Team at Montefiore Einstein provides strategic intelligence for gift officers working to raise new gifts and commitments in support of the institution’s mission, including health care, medical research, and graduate education. The team identifies prospects for current and future initiatives, and provides research, portfolio management, analysis, strategic guidance, policy, and data oversight for major and principal gift prospects.


    The Albert Einstein College of Medicine is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information. Einstein seeks candidates whose skills, and personal and professional experience, have prepared them to contribute to our commitment to diversity and excellence, and the communities we serve.


    Reporting to the Assistant Director of Donor Strategy & Research, the analyst performs in-depth research on prospects. The analyst conducts comprehensive research using confidential internal data, proprietary sources, and publicly accessible information, with a goal of assessing donor capacity, interest, and inclination.


    Key Responsibilities


    Prospect Identification

    • Participate in daily review of inpatient logs
    • Regularly review wealth screenings of new donors, parents, and other constituents
    • For assigned industries, stay abreast of current events, key players, and nuances of wealth analysis and liquidity events
    • Identify and rate new prospects in order to build the pipeline


    Prospect Research

    • Respond to strategic requests from gift officers, senior leadership, and other stakeholders, providing in-depth research of Montefiore Einstein constituents, profiles, philanthropic capacity analysis, and other information that could inform fundraising strategy
    • Participate in prospect strategy discussions
    • Continually refine research skills, locate and assess new resources, and educate colleagues
    • Peer review of research materials, asking constructive questions and ensuring minimal errors
    • Relationship mapping for volunteer peer screening


    Relationship Management

    • Recommend and assign prospect households to gift officers, program staff, and volunteer solicitors
    • Ensure accurate coding and assignment of prospects based on rating data and assignment of household members



    • Perform descriptive analysis of donor and prospect pools, solicitations, and giving
    • Provide analysis of gift officer performance, portfolio composition, and stage aging of prospects
    • Contribute to the development of reports for prospect development


    As a critical part of a small but growing team, the Prospect Development Analyst will bring a Bachelor's Degree and minimum of 2 years of experience in prospect development or a directly related field. A combinations of comparable eduction and experience will also be considered. The Analyst will have and maintain a strong network of professional contacts in prospect development. Participation in Apra and other associations as a volunteer, presenter, or other contributor is highly encouraged.


    • Adherence to ethical guidelines, including Apra and the Donor Bill of Rights
    • Familiar with proprietary research tools including LexisNexis, DonorSearch, Wealth-X, iWave PRO, and Relationship Science, and public data sources such as ACRIS
    • Knowledge of methodology and techniques for assessing wealth and philanthropic capacity
    • Critical thinking, creativity, and resourcefulness in finding and interpreting data
    • Comprehensive understanding of the philanthropic sector and relevant fundraising practices: principal and major gifts, annual and alumni giving, planned giving, and grateful patient models
    • Excellent verbal and written communication, with the ability to produce high-quality technical writing for senior leaders and trustees
    • Experience with Raiser’s Edge or a similar system, and demonstrated knowledge of trends, best practices, and innovations in the use of technology in prospect development
    • Interest in and knowledge of the major industries of New York, such as real estate or finance
    • Preference will be giving to candidates with fluency in languages other than English




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