Research Analyst

Title
Research Analyst

Department
Advancement Services

Regular or Temporary
Regular

Hours Per Week
40

FLSA Determination
Exempt

Weeks Per Year

52

Open Date
10/08/2024

Full or Part Time
Full Time

Position Summary

Trinity College seeks a staff that reflects the changing demographics of our student body. Our student body is diverse, representing forty-one states and seventy countries, with 21 percent U.S. students of color and 50 percent who identify as women. More than 90 percent of students live on campus. Trinity is a highly selective, independent, nonsectarian liberal arts institution located in the capital city of Hartford, Connecticut. With more than 2,100 full-time undergraduate students and ninety-one graduate students, the college maintains a rigorous academic profile complemented by a vibrant and diverse co-curricular program. We consider our location in a culturally and socioeconomically diverse capital city to be among Trinity’s most distinctive assets, and we cultivate strong connections with our surrounding neighbors and with institutions and organizations throughout Hartford and the region. As a preeminent liberal arts college in an urban setting, Trinity College prepares students to be bold, independent thinkers who lead transformative lives.
Reporting to the Director of Prospect Research & Information Systems, 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. Write donor prospect briefings for development team and engage in ongoing consultation with respect to potential donors.

Reporting to the Director of Prospect Research & Information Systems, 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. Write donor prospect briefings for development team and engage in ongoing consultation with respect to potential donors.

Duties and responsibilities include

• 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.
• 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.
• Write detailed prospect briefings for fundraising-related meetings and functions attended by development staff, college administrators and key volunteers.
• Identify new sources of wealth and track existing sources.
• Assist the Director of Research in managing portfolio assignments and maintaining research and prospect development data
• Proactively monitor and request updates on biographical information held on our CRM, including relationship and contact information.
• Special Projects (as requested)

Qualifications

Minimum Qualifications

• Bachelor’s degree required.
• Minimum of 2-5 years of related work experience. Experience in prospect research or advancement is preferred.
• 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 systems.
• 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 in order 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. Excellent customer service skills. 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.
  
  

Special Instructions to Applicants

All applicants must apply online by submitting their resume, cover letter and three references.

Quick Link
https://trincoll.peopleadmin.com/postings/3402

Trinity College is an independent, nonsectarian liberal arts college for men and women, with approximately 2,200 undergraduate students and 200 faculty members, located in Hartford, Connecticut. Our Mission is “Engage. Connect. Transform.” As the preeminent liberal arts college in an urban setting, Trinity College prepares students to be bold, independent thinkers who lead transformative lives. Trinity is an actively engaged community of students, faculty and staff who work together to develop and sustain the intellectual and creative opportunities central to a first-class liberal arts education. Hartford, the state capital, provides many opportunities for cultural and social engagement.

The College is committed to building a representative and diverse faculty, administrative staff, and student body. Trinity is an Equal Opportunity/Affirmative Action Employer. Women and minorities are encouraged to apply. Applicants with disabilities should request, in advance, any needed accommodation in order to participate in the application process.

For all faculty positions, completion of the Ph.D. or appropriate equivalent is expected. Candidates should have a strong commitment to undergraduate and interdisciplinary teaching in a liberal arts context, and a well-articulated plan for sustained research. Trinity is especially interested in candidates who can contribute to the diversity and excellence of the academic community through their research, teaching, and service.