Development Associate Prospect Research
University of Maryland Medical System

Job Requirements

The Development Associate Prospect Research serves as a research and data support partner contributing to prospect development, portfolio support, and data-informed prospecting efforts. Helps identify and evaluate potential donors, supports portfolio management processes, and provides fundraisers with clear, accurate, and actionable information to advance cultivation and solicitation strategies. Working across a dual-CRM environment (RENXT and Advance/BBCRM), supports research, screenings, and queries, while helping maintain research quality and consistency. This position operates in close coordination with internal colleagues and campus partners-including UMB, UMBF, and UMMS Shared Services-to ensure alignment in prospect data, research standards, and reporting practices.

Primary Responsibilities

• Prepare prospect profile briefings and background summaries for meetings, events, and leadership engagement
• Support execution of wealth screening initiatives, including donor and grateful patient screenings
• Conduct proactive and reactive research on individuals, corporations, and foundations using a variety of tools and sources
• Identify opportunities to improve research workflows and support greater efficiency
• Maintain tools, workflows, and tracking processes that support ongoing pipeline development
• Assist in developing and maintaining dashboards (Tableau, Power BI) across two CRM systems
• Produce routine reports and assist with ad hoc data requests
• Support query building and list generation within Blackbaud CRM and Raiser's Edge NXT (sunsetting Advance & moving to BBCRM in CY2026)
• Coordinate with UMMS Shared Services, UMB, and UMBF to help maintain consistency in data practices and prospect information
• Apply established prospect management guidelines and data standards; escalate discrepancies as appropriate
• Serve as a support resource for frontline fundraisers by providing guidance on CRM usage and data entry practices
• Perform all other duties as assigned.

Education

• Bachelor's degree
• Minimum one (1) year of experience in prospect development, research, or related field
• Proficiency in CRM systems (RENXT, BBCRM) and prospect research tools
• Education & Experience - Preferred
• Experience in healthcare or academic medical center philanthropy

Knowledge, Skills, & Abilities

• Understanding of wealth indicators and ability to translate findings into prospect insights
• Strong organizational skills with attention to detail
• Ability to manage multiple tasks and deadlines in a team-based environment
• Strong interpersonal and communication skills, with the ability to collaborate across teams