High Net Worth Research Analyst, Prospect Dev

17-Apr-2024

Development - Prospect Research

87888BR

University Job Title

Development Associate, Prospect Research

Bargaining Unit

None - Not included in the union (Yale Union Group)

Compensation Grade

development

Compensation Grade Profile

Development Associate (Ungraded)

Wage Ranges

Click here to see our Wage Ranges

Searchable Job Family

Communications/Editing/Teaching, Development

Total # of hours to be worked:

37.5

Work Week

Standard (M-F equal number of hours per day)

Work Location

Central Campus

Worksite Address

157 Church Street
New Haven, CT 06510

Position Focus:

Reporting to the Associate Director, High Net Worth, the High Net Worth (HNW) Research Analyst is a key member of the Prospect Development team in the Yale Office of Development. The HNW Research Analyst plays a critical role in supporting fundraising efforts by conducting in-depth research on high-net-worth prospects. HNW Research Analyst insights and analysis help inform strategic decision-making processes, including the identification and cultivation of potential donors. Primary responsibilities include conducting comprehensive research on high-net-worth prospects to identify philanthropic interests and capacity for giving; working as an integrated part of relevant frontline teams and maintaining close working partnerships with gift officers in Principal Gifts, Friends Philanthropy, International Development, and Parent Gifts to share insights, inform prospect assignments, and support cultivation efforts.

In addition, the HNW Research Analyst analyzes and interprets financial, philanthropic, and biographical information to assess prospects' ability and propensity to contribute to campus-wide fundraising initiatives; collaborates with the Associate Director and other team members to develop innovative prospect identification and research strategies aligned with organizational goals and fundraising priorities; prepares clear and concise research reports and profiles to communicate findings and recommendations to frontline teams and organizational leadership; maintains accurate and up-to-date donor records in our database, ensuring data integrity and confidentiality at all times; monitors news channels to identify prospect news and wealth events in real time and transmits meaningful and actionable news items to gift officers as appropriate.

Dept/Section URL

https://forhumanity.yale.edu/

Essential Duties

1. 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 Education and Experience

Bachelor’s Degree and two years of related work experience or an equivalent combination of education and experience.

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, Experience and Skills:

Background in conducting research using a wide variety of print and electronic sources and materials.

Weekend Hours Required?

Occasional

Evening Hours Required?

Occasional

Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

COVID-19 Vaccine Requirement

The University maintains policies pertaining to COVID-19. All faculty, staff, students, and trainees are required to comply with these policies, which may be found here:
https://covid19.yale.edu/health-guidelines

Posting Disclaimer

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the particular position. Employees will be assigned specific job-related duties through their hiring departments.

EEO Statement:

University policy is committed to affirmative action under law in employment of women, minority group members, individuals with disabilities, and protected veterans. Additionally, in accordance with Yale’s Policy Against Discrimination and Harassment, and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.

Inquiries concerning Yale’s Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Note

Yale University is a tobacco-free campus