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Yale Posting Status CLOSED TO FURTHER APPLICATIONS
Original Posting Date 04-Jan-2013
STARS Requisition number 19981BR
University Job Title Development Associate, Prospect Research
Posting Position Title Prospect Research Analyst, Development
Bargaining Unit None
Job Category Managerial & Professional
Type of Employment Full Time
Duration Type Regular
Salary Grade Ungraded
Work Location Central Campus
Worksite Address 157 Church
Work Week Standard (M-F equal number of hours per day)
Position Focus: Entry-level position conducts complex and independent investigation of biographical and financial information on major donor prospects, trustees from current or prospective corporations, foundations, to assess quality of potential donor and giving ability based on assets. Monitors 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. Prepares analytical reports that summarize and synthesize data and other critical information to be used in creating and cultivating fundraising strategies. Advises in creating fundraising strategy. Designs comprehensive development strategies to identify potential donors and/or new alumni to direct ongoing fundraising efforts. Writes donor prospect briefings for development team and engages in ongoing consultation with respect to potential donors. May present lectures at industry conferences.
Department URL Address: http://giving.yale.edu/jobs/research-analyst
Principal Responsibilities 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. Ability to manage multiple priorities and deadlines in order to achieve desired outcomes on time with minimal supervision.
Required Skill/Ability 2: 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.
Required Skill/Ability 3: Strong computer skills; facility with learning new databases and with the internet.
Required Skill/Ability 4: 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 5: 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.
Preferred Education, Experience and Skills: 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.
Weekend Hours Required? No
Evening Hours Required? Occasional
Drug Screen No
Health Screening No
Background Check Requirements All external candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle and credit checks based on the position description and job requirements. All offers are contingent on successful completion of a background check. Please visit www.yale.edu/hronline/careers/screening/faqs.html for additional information on the background check requirements and process.
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.