Research Analyst

Job Description

Reporting to the Executive Director of Research, Prospect Management, Advancement Information Services & Database Management, 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. Advise in creating fundraising strategy. Write donor prospect briefings for development team and engage in ongoing consultation with respect to potential donors.

Responsibilities

• 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.
• Write donor prospect briefings for development team and render ongoing advice.
• Identify new sources of wealth and track existing sources.
• 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.
• Investigate new donor prospects and constantly re-evaluate and monitor established donor sources in preparation for computing wealth assessments.
• Participate in planning long – and – short-term development strategies with the Director to solicit funds and meet department fundraising targets.
• Oversee student research assistants (coordinate specific projects together with the Director of Research)
• Perform other related duties as assigned and based on departmental need.

Qualifications

• Bachelor's Degree
• 1 year of related work experience
• 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 with the internet.
• 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 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. 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.
• Prefer knowledge of relevant HIPAA privacy laws, federal and state tax laws, and the financial services industry, including investments, securities, mergers & acquisitions, and foreign exchange principles