Senior Prospect Research Analyst

Location: 
San Francisco

Position Summary

In support of The Trust for Public Land’s fundraising efforts and in collaboration with colleagues, the Senior Prospect Research Analyst will take an active role in providing strategic analysis of the existing and potential donor pipeline with the goal expanding the major donor pool for the organization.

The Analyst designs and implements research strategies for major gift prospect analysis, prospect identification and qualification, and project management. The incumbent will also research and write reactive profiles on donors, potential donors, and others of interest to the organization, using standard prospect biographical and financial resources.

The Analyst must be able to initiate and manage projects related to the needs of the department, using independent judgment, strategic thinking, and problem solving skills. The Analyst will report to the Director of Prospect Research and Strategy, and will be part of a four-member San Francisco-based team that supports fundraising professionals across the country.

Essential Functions

Develop and utilize prospecting methodologies and data analysis techniques (40%*)

  • Identify and implement projects that enhance our knowledge of the existing major gift prospect pool.
  • Develop strategies for identifying new major gift prospects for major giving, capital campaigns, planned giving, and leadership annual giving.
  • Track and report on the success of the department’s proactive efforts.
  • Determine and record attributes of prospects to enable analysis efforts.

Prepare research profiles and determine gift capacity ratings (40%*)

  • Interpret, analyze, and synthesize biographical and financial information on individuals, foundations, and corporations, based on fundraising strategies and objectives. Assess prospects’ giving capability and philanthropic tendencies. Use this information to create both succinct and in-depth research profiles that will assist fundraisers in determining appropriate cultivation, solicitation, and stewardship strategies.
  • Assist fundraisers with linking donors’ areas of philanthropic interest to potential avenues for engagement.

Other duties (20%*)

  • Facilitate individualized strategy meetings on major donor prospects.
  • Remain aware of The Trust for Public Land’s volunteer leaders and top donors. Keep informed of the organization’s fundraising efforts for conservation programs, initiatives, and projects.
  • Contribute ideas and recommendations to improve existing research operations.
  • Potential to assist with portfolio development for fundraisers.
  • Share best practices and provide training for Research colleagues. Potential to develop self-service research tools for fundraisers and provide overview of research services, methodologies, and resources to non-Research staff.
  • Participate in training with other departments and with professional research organizations as necessary.
  • Other duties as assigned, including special research projects.
  • Percentage of effort depends on workflow.

Qualifications

  • Bachelor’s degree and a minimum of three years of prospect research and/or data analytics experience in a nonprofit fundraising setting.
  • Strong understanding of the goals and guiding principles of the fundraising profession required and general knowledge of the major donor prospect pool in major markets preferred.
  • Demonstrated proficiency in conducting prospect research and data analysis, with strength in assessing wealth indicators and giving capacity.
  • Significant expertise in using research resources (such as WealthEngine, LexisNexis, Foundation Center, NOZA, and Internet search engines).
  • Familiarity with data mining, prospect screening and other prospect or wealth identification programs. Familiarity with complex relational databases and data management principles.
  • Ability to foster a collaborative, customer-oriented working environment. Desire to work proactively and collaboratively with others to streamline work and achieve mutual goals.
  • Ability to work independently and as part of a team, as well as with a diverse group of professionals.
  • Ability to establish priorities, balance multiple assignments, work under time constraints, meet deadlines, and demonstrate flexibility in instances of shifting priorities; strong sense of accountability.
  • Excellent written and oral communication skills; strong attention to detail.
  • Demonstrated record of professionalism, initiative, problem solving, and adaptability.
  • Mature judgment in handling sensitive and confidential information.
  • Skilled in the use of Microsoft Office applications (Word, Excel) and office equipment to perform duties.

 

How to Apply: 

Please apply online.