Prospect Research Officer

desk nameplate prospect research officer with analytical charts
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Prospect Research Officers conduct and analyze donor research to support fundraising strategies, manage prospect data, and collaborate with development teams to enhance donor engagement and pipeline development.

What Does the Prospect Research Officer Role Involve?

A Prospect Research Officer is responsible for conducting, managing, and delivering prospect research and analysis to support fundraising and partnership strategies. They identify, qualify, and profile potential donors, funders, and partners, ensuring that development teams have accurate, timely, and strategic information to guide cultivation and solicitation efforts. Their work blends research, data analysis, and strategic thinking to strengthen the organization’s prospect pipeline.

In nonprofits and social enterprises, Prospect Research Officers play a critical role in enabling data-informed fundraising by providing insights that help prioritize prospects and shape engagement strategies.

At What Level does this Role Operate?

Mid Level: Prospect Research Officers typically operate with moderate autonomy, reporting to a Prospect Research Manager, Prospect Manager, or Director of Development. They often handle more complex research requests, manage prospecting tools and systems, and may supervise associates or coordinate closely with proposal writers and major gifts officers.

Relative Employability: Prospect Research Officer roles are increasingly common across nonprofits, foundations, universities, and international NGOs. As fundraising strategies become more data-driven, skilled officers are in demand to provide the analytical backbone of donor and funder engagement efforts.

Relative Pay Scale: Prospect Research Officers generally occupy the mid pay band. Their compensation reflects their specialized analytical skills and strategic contributions, sitting above associate roles but below managerial or director positions.

What are the Key Responsibilities and Activities?

  • Conduct in-depth research and analysis on individuals, foundations, corporations, and institutions to identify and qualify prospects
  • Prepare detailed prospect profiles, briefings, and reports to support cultivation and solicitation strategies
  • Manage and refine prospecting tools, databases, and workflows to ensure accurate and up-to-date information
  • Analyze philanthropic trends, financial data, and giving histories to assess capacity and alignment with organizational priorities
  • Segment and prioritize prospects to support fundraising strategies and revenue projections
  • Collaborate with fundraising teams to tailor research outputs to strategic needs and campaign goals
  • Contribute to prospect strategy discussions and pipeline development planning
  • Ensure compliance with data privacy and ethical research standards

What Core Competencies and Qualifications are Needed?

Required Qualifications and Experience
The following reflect common qualifications and experience expected for this role, while recognizing that pathways may vary by context, organization, and region.

  • Relevant academic background in communications, business, nonprofit management, social sciences, or related fields
  • Several years of experience in prospect research, fundraising, or development operations
  • Proficiency with CRM systems, philanthropic databases, and online research tools
  • Strong analytical skills for assessing donor capacity and interests
  • Understanding of fundraising cycles, donor cultivation, and solicitation strategies

Key Competencies

  • Advanced research and data analysis abilities
  • Strategic thinking to align research outputs with fundraising goals
  • Clear and concise written communication skills
  • Strong organizational abilities and attention to detail
  • Ability to manage multiple research priorities and deadlines
  • Discretion and professionalism in handling sensitive information

How are AI and Automation Shaping this Role?

An AI-native Prospect Research Officer can use AI to automate data collection from multiple sources, perform predictive segmentation to identify high-potential prospects, and generate draft profiles and reports. Natural language processing can rapidly extract relevant information from news, filings, and publications, while automation can keep CRM data synchronized in real time. These tools free officers to focus on higher-value strategic analysis and pipeline development.

What Career Pathways and Transferable Skills are Associated with this Role?

Prospect Research Officers can progress to roles such as Prospect Research Manager, Prospect Manager, Business Development Manager, or Philanthropy Strategy Lead. Their analytical and strategic skills are transferable to roles in fundraising strategy, donor relations, data intelligence, and partnership development. Over time, they may take on leadership of research teams, shape organization-wide prospecting strategies, or lead major gift and institutional fundraising efforts.

Function(s)

Fundraising Prospecting

Level

Mid

Skills

Prospect Research, Donor Mapping, Philanthropic Trends, Prospect Qualification, Segmentation, Ethical Standards, CRM Management, Network Analysis, Profile Preparation, Competitor Monitoring, Pipeline Development, Data Analysis, Briefing Notes, Predictive Modeling, Alerts, AI Tools

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