Prospect Researcher and Data Analyst

Responsibilities

Prospect Research

• Utilize various research tools, databases, and publicly available information to prepare biographical profiles of philanthropists and foundations who have demonstrated interest in philanthropy for science and technology.
• Present prospect information to the advising team, support the Alliance to curate and implement outreach strategies for prospects, and manage the tracking of next steps with each prospect.
• Track updates and news about the Alliance’s prospects and advisees to share with the team.
• Track trends in giving capacity, philanthropic interests, and connections to organizational priorities.
• Analyze and synthesize accumulated information to assess a philanthropist’s financial capacity, philanthropic tendencies, giving propensity, and linkages to science.
• Prepare draft briefings of the Alliance’s philanthropic advising work in advance of meetings or events.

CRM & Reporting

• Maintain accurate and timely updates in the CRM to ensure moves management reflects current strategy and activity.
• Generate and share a monthly activity report of all advising contact and activity.
• Generate custom analyses of cumulative advising activities as necessary for communications deliverables, such as the annual report, Board meetings, or other purposes.
• Partner with senior members of the advising team to provide guidance on moves management and portfolio balancing.
• Work with our internal team as well as outside consultants to ensure that the design of the
• Alliance’s CRM database is aligned with our advising activities and internal needs.
• Contribute to an inclusive and respectful professional culture and environment.

Skillset

• Bachelor’s degree or equivalent.
• Minimum 2-5 years’ experience in fundraising or philanthropy, data management and/or analytics; experience in a science-related field preferred.
• Demonstrated analytical skills to initiate and perform complex analyses and organize information to identify philanthropic patterns, tendencies, and relationships among individuals, corporations, and foundations.
• Thorough knowledge of prospect research databases and research techniques.
• Demonstrated experience with moves management, portfolio reviews, or pipeline strategy.
• Strong technical skills in database management, preferably Salesforce or a related CRM.
• A continuous improvement mindset, with the ability to consider new metrics and methods to improve an organization’s accountability and performance.
• General fundraising skills, including proficiency at supporting and participating in prospect management and tracking processes, and staying informed of trends in the field.
• Organizational skill to handle multiple projects simultaneously and to meet deadlines.
• Unimpeachable integrity and trustworthiness; a fine-tuned sense of discretion in the handling of confidential and sensitive matters.
• Comfortable working with Microsoft Office suite.