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Research Analyst

Research Analyst

Trinity College-HartfordHartford, CT, US
30+ days ago
Job type
  • Full-time
  • Part-time
Job description

Posting Details

Position Information Title Research Analyst Department Advancement Services Regular or Temporary Regular Hours Per Week 40 FLSA Determination Exempt Weeks Per Year 52 Open Date 10 / 08 / 2024 Open Until Filled Yes Full or Part Time Full Time Position Summary Trinity is a highly selective, independent, nonsectarian liberal arts institution located in the capital city of Hartford, Connecticut. The college maintains a rigorous academic profile complemented by a vibrant co-curricular program. With more than 2,100 full-time undergraduate students, representing forty-three states and ninety-one countries, we consider our location in a culturally and socioeconomically diverse capital city to be among Trinity’s most distinctive assets; and we cultivate strong connections with our surrounding neighbors and with institutions and organizations throughout Hartford and the region. As a preeminent liberal arts college in an urban setting, Trinity College prepares students to be bold, independent thinkers who lead transformative lives.

Reporting to the Director of Prospect Research & Information Systems, primary responsibilities of the Research Analyst include conducting complex and independent research. This entails reviewing biographical and financial information on individuals to assess donor giving potential based on assets and income. Monitor economic trends through financial publications and services, SEC filings, corporate disclosures, and trade publications to quantify a donor prospect’s ability to give based on new and pre-existing sources of wealth, and to determine the gift ask amounts and timing of the approach. Prepare analytical reports that summarize and synthesize data and other critical information to be used in creating and cultivating fundraising strategies. Write donor prospect briefings for development team and engage in ongoing consultation with respect to potential donors.

Reporting to the Director of Prospect Research & Information Systems, primary responsibilities of the Research Analyst include conducting complex and independent research. This entails reviewing biographical and financial information on individuals to assess donor giving potential based on assets and income. Monitor economic trends through financial publications and services, SEC filings, corporate disclosures, and trade publications to quantify a donor prospect’s ability to give based on new and pre-existing sources of wealth, and to determine the gift ask amounts and timing of the approach. Prepare analytical reports that summarize and synthesize data and other critical information to be used in creating and cultivating fundraising strategies. Write donor prospect briefings for development team and engage in ongoing consultation with respect to potential donors.

Duties and responsibilities include

  • Identify, investigate, analyze, organize and evaluate information yielded from a variety of sources (electronic and print) to determine a donor prospect’s financial capacity, ability to give, philanthropic interests, and relationship to Trinity College.
  • Devise research strategies and methods including developing creative research methods to identify potential donors and / or new donor prospects. Identify the type of information to look for and determine what relevant donor information (biographical and financial, philanthropic interest, history of previous donations, prior Trinity solicitation, etc.) is needed to craft fundraising and cultivation strategies.
  • Analyze financial publications and corporate disclosures to deepen relationships with current donors and to identify new donor prospects to build a robust Trinity College donor base.
  • Write detailed prospect briefings for fundraising-related meetings and functions attended by development staff, college administrators and key volunteers.
  • Identify new sources of wealth and track existing sources.
  • Assist the Director of Research in managing portfolio assignments and maintaining research and prospect development data
  • Proactively monitor and request updates on biographical information held on our CRM, including relationship and contact information.
  • Special Projects (as requested)

Qualifications Minimum Qualifications

  • Bachelor’s degree required.
  • Minimum of 2-5 years of related work experience. Experience in prospect research or advancement is preferred.
  • Familiarity with standard biographical and financial reference sources required, as well as knowledge of basic research practices. Ability to review, interpret and synthesize a large volume of data into clear, concise analysis while working in a deadline-orientated environment.
  • Superior written and oral communication skills in working with confidential data. Ability to deliver analysis with an appropriate balance of brevity and substance and convey financial, statistical and industry information in accessible language.
  • Strong computer skills; facility with learning new databases and systems.
  • Excellent organizational and problem-solving skills with ability to initiate and apply creative solutions. Native curiosity and interest in learning new things. Capable of generating new approaches to uncovering difficult to find or difficult to determine information.
  • Ability to manage multiple priorities and deadlines in order to achieve desired outcomes on time with minimal supervision.
  • Dependable, tactful, good ethical judgment; ability to work well both independently and as part of a team. Excellent customer service skills. Ability to maintain high standards for self and others, take interest and pride in improving skills, surpass expectations and put forth best product as an individual and as a team.
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    Research Analyst • Hartford, CT, US