Prospect Research Analyst

ABOUT US

Climate Lead empowers philanthropic leaders everywhere to take immediate and far-reaching climate action. By serving as an impartial guide, Climate Lead equips new climate philanthropists with the information and insights they need to drive transformative solutions. We cut through the complexity by curating roadmaps, in partnership with a diverse network of experts, to help philanthropists make a bold impact on climate from day one.

SUMMARY

The Analyst, Prospect Research is instrumental in supporting the internal functions needed to mobilize Climate Lead’s prospect strategy. This role works in close coordination with the Director, Prospect Development. It is an important role that will contribute to Climate Lead’s aim to achieve its 2030 strategic goals.

MANAGERIAL RESPONSIBILITIES

This position does not have managerial responsibilities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Research (50%)

• Support Senior Analyst, Prospect Development in preparing comprehensive biographical and financial profiles of potential climate philanthropists (prospects).
• Add prospect information and analysis to Climate Lead's Salesforce database.
• Prepare draft briefing documents for Climate Lead events, donor engagement opportunities, and staff speaking engagements as requested.
• Track regular newsworthy and philanthropic updates on Climate Lead’s top prospects and alerts relevant team members.

Data Maintenance (50%)

SUCCESS CRITERIA

Data Analytics - Aggregate, clean and present data in a format that is understandable and actionable, creating and distributing reporting, dashboards, and visualizations to understand performance, develop and use models to better support decisions and improve performance, deliver foresight and recommendations based on data to drive execution.

Prospect Research - Work proficiently with databases, implement new research techniques, take potential major donors and delve into their backgrounds and curate the ultimate approach for each prospect.

Relationship Management - Work closely with the Philanthropy Team to improve advising / fundraising strategies, use a tactful and ethical approach to fundraising relationships.

QUALIFICATIONS

Knowledge, Skills, Abilities

Education and Experience

WORK ENVIRONMENT

This position is based in Climate Lead’s headquarters in San Francisco, CA. Staff in the San Francisco Bay Area currently work in the office Tuesday through Thursday each week and typically work from home the other days.

COMPENSATION RANGE

$ 100,000 - $115,000

EMPLOYMENT PRACTICES

At the Climate Lead, we value diversity and always treat all employees and job applicants based on merit, qualifications, competence, and talent. We do not discriminate on the basis of or traits historically associated with race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran and / or military status), domestic violence victim status, political affiliation, and any other status protected by state or federal law.

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