High Net Worth Research Analyst, Prospect Dev | Yale University - Military Veterans
at HERC - Metro New York & Southern Connecticut
- Identifies, investigates, analyzes, organizes and evaluates information yielded from a variety of sources to determine a donor prospect's financial capacity, ability to give, philanthropic interests, and relationship to the University. 2. Devises research strategies and methods to identify potential donors and/or new donor prospects. Identifies the type of information to look for and determines what relevant donor information (biographical and financial, philanthropic interest, history of previous donations, prior university solicitation, etc.) is needed to craft fundraising and cultivation strategies. 3. Identifies new sources of wealth and tracks existing sources to strengthen donor relationships with the University. 4. Analyzes financial publications and corporates disclosures to deepen relationships with current donors and to identify new donor prospects to build a robust University donor base. 5. Writes donor prospect briefings for development team. 6. Investigates new donor prospects and constantly re-evaluates and monitors established donor sources. 7. Participates in planning long - and - short-term development strategies with the team to solicit funds and meet department fundraising targets. 8. Assesses client needs, manage own schedules. 9. May present lectures at industry conferences. 10. May perform other duties as assigned. Required Skill/ability 1: Ability to review, interpret, and synthesize a large volume of data into clear, concise analysis while working in a deadline-orientated environment. Strong computer skills. Required Skill/ability 2: Superior written and oral communication skills. Ability to maintain strict confidentiality. Ability to deliver analysis with an appropriate balance of brevity and substance and convey financial, statistical, and industry information in accessible language. Required Skill/ability 3: 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. Required Skill/ability 4: Dependable, tactful, good ethical judgment. Ability to work well both independently and as part of a team. 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. Required Skill/ability 5: Commitment to an inclusive workplace. Ability to engage with diverse audiences (age, gender, nationality, race/ethnicity, profession, sexual orientation, etc.). Preferred Education: Background in conducting research using a wide variety of print and electronic sources and materials. Work Week: Standard (M-F equal number of hours per day) Posting Position Title: Development Associate, Prospect Research University Job Title: High Net Worth Research Analyst, Prospect Dev Preferred Education, Experience and Skills: Background in conducting research using a wide variety of print and electronic sources and materials. Bachelor's Degree and two years of related work experience or an equivalent combination of education and experience.
New Haven, CT
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