Managing Director, UDO Research

Company: Harvard University
Location: Cambridge
Posted on: May 22, 2023

Job Description:

This position will be based on our campus in Cambridge, MA, in a hybrid work environment.

Alumni Affairs and Development (AA&D) -comprises the University Development Office (UDO), Faculty of Arts and Sciences (FAS) Development, AA&D Resources, and the Harvard Alumni Association (HAA). There is a unique relationship between the University and the FAS fundraising operations, resulting from a long history in which University fundraising ultimately grew out of College fundraising.

AA&D Resources
AA&D Resources encompasses teams that support all units across AA&D plus all schools and units across the University. AA&D Resources includes Technology and Support Services, Business Process and Operations, Alumni and Development Services (ADS), Administration and Finance, Events, Communications Creative Services, Research and Prospect Management, Human Resources, and the AA&D Talent Program.

SUMMARY:
Reporting to the Director of Research & Prospect Management, the Managing Director, UDO Research will serve as the lead for research across the University Development Office (UDO). Working in close consultation with UDO senior leaders, the Managing Director will apply research expertise to advise, direct, coordinate and implement high level research strategies for UDO fundraising teams. Further, this role will proactively identify opportunities for prospect identification and qualification for purposes of pipeline development. A successful candidate will be able to manage the relationship between Research & Prospect Management and the UDO Principal Gifts, Priorities & Initiatives, Foundations and University Planned Giving teams to ensure that research, prospect identification, due diligence, portfolio optimization, wealth assessment, and donor profiles are met. The Managing Director will keep abreast of research needs across the UDO and will report progress towards goals, liaising with Prospect Management and Research partners as well as colleagues in Business Intelligence and Operations. Position DescriptionUDO Research Lead

• Serves as the day-to-day lead on behalf of the AA&D Research and Prospect Management for UDO leadership.
• Collaborate with UDO leadership to fully understand unit goals, assess needs, and prioritize to implement best in class research strategies that provide timely, efficient, actionable, and value-added information that serves to build prospect pipelines and inform fundraising strategies.
• Oversees the full range of initiatives and activities that result in the identification of individual and foundation/corporation prospective new university donors, including both University affiliates and unaffiliated entities.
• Work in partnership with Director of UDO Development Planning and AA&D Director of Research and Prospect Management to ensure proposed strategies align with UDO business needs and research team objectives.
• Manages UDO Research staff, including the hiring, professional development, and performance management of team, determining staffing and other resource needs.
• Ensures that UDO researchers operate in keeping with AA&D and UDO values.
• Utilize innovation and creative approaches that support UDO and affiliates in meeting outlined goals and objectives.Oversight of UDO Research Efforts
  • Manages UDO prospect identification and qualification efforts, establishes and maintains production and quality control standards for materials produced by the unit for accuracy, content, presentation, and consistency. Identifies ways to improve the dissemination and storage of information.
  • Provide guidance, direction, and mentorship to research colleagues supporting UDO.
    • Keep abreast of advances in research and advise on approaches to improve efficiency and effectiveness and outcomes.
    • Ensure cohesiveness of research efforts across UDO, creating efficiencies and reducing duplication of efforts in upholding best in business research strategy. -
    • Identify independent and/or team projects that would help in UDO research assessment, speaking at fundraiser meetings when appropriate.Research, Qualification, and Prospect Identification
      • Provides direct research support to UDO fundraisers and the AVP for UDO.
        • Marries research and wealth expertise with comprehensive understanding of UDO fundraising initiatives to guide research and prospect identification efforts. -
        • Analyze and synthesize complex information into clearly communicated recommendations, articulating how proposed action can be achieved.
        • Accurately and efficiently analyze complex financial disclosure documents, real estate and other wealth indicators for to determine accurate University Capacity Ratings. -
        • Use specialized electronic resources to gather and analyze information. Work with confidential as well as publicly accessible information, with a view to assessing donor interest and alignment with the University.
        • Develop focused research profiles, prospect lists, identifies networks and analysis of philanthropic interests for fundraising staff University-wide.
        • Communicate complex information in an easily digestible a fashion.
        • Balance various research outcomes, assess prioritization, and recommend strategies for assessing risk with fundraisers and other stakeholders.
        • Apply knowledge of resources, knowing when reasonable efforts have been exhausted.
        • Keep abreast of current events, philanthropic trends, due diligence methodologies, and Harvard's fundraising objectives. Basic Qualifications
          • Minimum eight years of professional prospect research experience required.Additional Qualifications and Skills
            • Bachelor's degree or equivalent strongly preferred.
            • Proficiency at planning, organizing, and setting meaningful objectives, integrating the work of prospect research into overall advancement goals.
            • Experience working in a decentralized University is a plus.
            • Strong communication skills with experience to back up recommendations and strategies undertaken. -
            • Experience with private company valuation and valuation of options, as well as analysis of hedge funds, venture capital and private equity for the purpose of determining estimated wealth and identifying upcoming wealth events.
            • Proficiency with wealth indicators and ability to locate and analyze complex financial disclosure documents required.
            • Proficiency with business terms, documents, and practices preferred.
            • Ability to come to sound conclusions independently, showcasing a rational, logical and efficient thought process.
            • Clear and succinct written and verbal communication.
            • Ability to use extreme discretion when working with highly confidential information required.
            • Strong self-direction and self-motivation.
            • Demonstrated ability to collaborate with people at all levels, and willingness to function as part of a team.
            • Knowledge of specialized fee-based research databases required. -
            • Strong attention to accuracy and detail required.
            • Ability to multi-task on different projects and initiatives and ability to work under strict deadlines.Additional InformationThis position requires a 3 month orientation and review period.
              Please include a cover letter with your application.
              
              Why AA&D?
              We are a dedicated team of 400 alumni affairs and development professionals supporting Harvard's advancement activity through roles that include front-line fundraising, alumni and volunteer engagement, technology, events, communications, prospect management and research, business process, talent management and many other areas.
              
              Harvard's Alumni Affairs and Development team inspires and galvanizes alumni, friends, and members of the University community to support Harvard through philanthropy, governance, and active engagement. AA&D believes a workplace that reflects the diversity of our society and our ever-evolving University constituency makes us a stronger and more effective organization. Our goal is to create an environment of respect that values the many talents, perspectives, and experiences of our community, to deliver the strongest possible results by incorporating diverse perspectives into our daily work, and to make AA&D a great place to work for everyone. AA&D strives to live our values of respect, inclusion, trust, collaboration, innovation and sharing of information in our daily interactions and our work.
              
              To learn more about how Harvard supports diversity and inclusion throughout the University please visit the Office for Diversity, Inclusion & Belonging at -https://dib.harvard.edu/ .
              
              Harvard University Benefits: -Information can be found at -https://hr.harvard.edu/totalrewards .
              
              Accommodations: -Harvard University welcomes individuals with disabilities to apply for positions and participate in its programs and activities. If you would like to request accommodations or have questions about the physical access provided, please let your recruiter know.
              
              Vaccine Requirements: -Harvard University continues to place the highest priority on the health, safety and wellbeing of its faculty, staff, and students, as well as the wider community. Please note that all new employees are required to provide proof of primary series COVID-19 vaccination upon hire, as detailed on our -COVID-19 Vaccine Requirement Webpage . Harvard University Health Services employees and other health care individuals are also required to be up to date on vaccination as described by the CDC. Individuals may claim exemption from the vaccine requirement for medical or religious reasons. Additional information regarding this requirement, exemptions, verification of vaccination status, and other related policies and resources may be found on the University's -COVID-19 Information Website .
              • Paid Time Off: 3-4 weeks of accrued vacation time per year (3 weeks for support staff and 4 weeks for administrative/professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal days per year (prorated based on date of hire), and up to 12 weeks of paid leave for new parents who are primary care givers.
              • Health and Welfare: Comprehensive medical, dental, and vision benefits, disability and life insurance programs, along with voluntary benefits. Most coverage begins as of your start date.
              • Work/Life and Wellness: Child and elder/adult care resources including on campus childcare centers, Employee Assistance Program, and wellness programs related to stress management, nutrition, meditation, and more.
              • Retirement: University-funded retirement plan with contributions from 5% to 15% of eligible compensation, based on age and earnings with full vesting after 3 years of service.
              • Tuition Assistance Program: Competitive program including $40 per class at the Harvard Extension School and reduced tuition through other participating Harvard graduate schools.
              • Tuition Reimbursement: Program that provides 75% to 90% reimbursement up to $5,250 per calendar year for eligible courses taken at other accredited institutions.
              • Professional Development: Programs and classes at little or no cost, including through the Harvard Center for Workplace Development and LinkedIn Learning.
              • Commuting and Transportation: Various commuter options handled through the Parking Office, including discounted parking, half-priced public transportation passes and pre-tax transit passes, biking benefits, and more.
              • Harvard Facilities Access, Discounts and Perks: Access to Harvard athletic and fitness facilities, libraries, campus events, credit union, and more, as well as discounts to various types of services (legal, financial, etc.) and cultural and leisure activities throughout metro-Boston.Job FunctionAlumni Affairs and Development, General AdministrationDepartment Office LocationUSA - MA - CambridgeJob Code361059 Administrative ManagerWork FormatHybrid (partially on-site, partially remote)Commitment to Equity, Diversity, Inclusion, and BelongingHarvard University views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a campus culture where everyone can thrive. We strive to create a community that draws upon the widest possible pool of talent to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values.EEO StatementWe are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.

Keywords: Harvard University, Cambridge , Managing Director, UDO Research, Accounting, Auditing , Cambridge, Massachusetts