Development Research Analyst

Position Information

Position Information

Job Posting Number S00521
Position Title Development Research Analyst
Department Research-1128
Job Category Staff Posting
Position Type Full-Time
Position Details

University relations cultivates lifelong relationships with alumni, parents, and friends; grows pride in the Wesleyan community; and develops support for university initiatives through outreach activities, including development/fundraising, alumni, and parent relations; career resources for students and alumni; and events, including Homecoming/Family Weekend and Reunion/Commencement.

Research and Prospect Management is the strategic arm of Wesleyan University’s advancement operation, focusing on financial prospect identification and qualification.
Reporting to the Director of Research and Prospect Management the Development Research Analyst is responsible for providing accurate, timely and relevant information for the potential fundraising cultivation, qualification and engagement of alumni and other Wesleyan constituencies using financial assessment and data-intelligence tools.
As a critical and strategic partner for the entire University Relations team the Analyst supports the increased need for data-driven decision making,
Development Research professionals collaborate with the development team and university leaders to ensure fundraising efforts are focused on working with the right donors, for the right gifts at the right time
Through the use of research tools and assessment techniques, the Development Research Analyst is required to inform staff of financial or wealth indicators or variances, benchmarking analysis, track prospect activity and ensure that financial information has been properly recorded and evaluated.

Responsibilities include:

Collaborate with development staff and research colleagues to create and maintain prospect profiles for prospective and current donors or notable constituents ensuring the research, updates, reporting and any financial variance indicators are accurate and up to date.

Conduct financial and biographical research using electronic databases, online search tools, and public documents to analyze and synthesize relevant information to determine wealth capacity ratings.

Support an information-driven decision culture by deriving financial assessment and capacity, business conclusions and identifying trends through the statistical analysis of internal and external data

Write concise briefing materials that integrate information from a variety of sources into a format designed for the front-line fundraising team and senior leadership prospect visits.

Maintain familiarity with and understand of data privacy laws, availability of data, financial disclosure requirements and compliance, attitudes and legal framework for philanthropy.

Perform research and synthesize analysis pertaining to the employment, affiliations, educational background, charitable giving, income, stock holdings, interests, and university connections of university alumni, parents, and friends, to identify and qualify potential donor prospects.

Identify, qualify and report on new prospects for fundraising business units using research, analytic and financial tools and resources.

Summarize relevant information into concise prospect profiles, including estimated assets, fiscal analysis and reporting of recommended giving capacity. Analyze research requests to determine appropriate level of detail required. Formats include well-written full prospect profiles, concise summaries for Presidential and Senior Leadership solicitations, briefing points for events, and other formats as requested.

Use data-mining and other prospect analysis techniques and tools to identify prospects for the cultivation and solicitation pipelines.

Assist front-line fundraising staff in prioritizing prospect portfolios and encourage the timely review and assignment of newly identified prospects through re-occurring one-on-one portfolio review meetings and collaborative prospect strategy using analysis.

Provide insight on industry trends, cultural translations and other critical assessment support to help develop the international advancement program.

Maintain excellence in both written and verbal communication, as well as a dedication to superior business and research analysis with an emphasis on relationship building.

Track and disseminate news, wealth and predictive wealth events and other pertinent information about top financial donors and prospective prospects.

Stay abreast of trends in prospect, market and business research, online search techniques, including social media, and participating in professional development opportunities.

Staff on-campus events including Homecoming/Family weekend and Reunion/Commencement weekend.

Other duties as assigned

Minimum Qualifications

Bachelor’s degree with at least two years of relevant research experience in development/non-profit/library science/ data analytics/ journalism/ finance/ marketing/ business information or a related field or an equivalent amount of education, training and experience.

Demonstrated ability to analyze, synthesize, and clearly report on a high volume of information.

Ability to identify trends, make connections, and interpret patterns.

Familiarity with a broad range of research techniques, internet search strategies and experience using electronic databases and online search tools

Strong experience with computers, spreadsheets, and databases.

Strong written and verbal communication skills, including highly proficient editing, spelling and grammar skills.

Comfortable working and speaking with administrators and staff at all levels of the university.

Ability to maintain confidentiality and follow professional standards as set forth by the Association of Professional Researchers for Advancement.

Demonstrated ability to be tactful, discreet, diplomatic and able to deal with confidential information sensitively.

Proven ability to work independently as well as in teams.

Excellent customer service skills

Demonstrated commitment to work within a diverse environment and interact openly with
individuals of different backgrounds.

Preferred Qualifications

Advanced degree in Data Analysis, Library Science, Business, Law or Finance, or relevant research experience is preferred.

Prior experience working with Donor Database,

Prior experience working in a Higher Ed

Experience in development prospect research or prospect management.

Prior project management experience

Demonstrated experience working with front-line fundraising officers in a team-oriented approach

Demonstrated prior experience in sharing and translating financial, analytical and data-driven business recommendations.

Proven ability to prioritize and meet frequent deadlines and self-management.

Demonstrated ability to anticipate needs and show initiative in managing and promoting new projects.

Management Competencies Not Applicable
Competencies Action oriented, Flexible/receptive to change, Functional/technical skills, Organizational skills, Teamwork/collaboration, Time management
Special Instructions to Applicants
Additional Information

Any and all offers to external applicants are contingent on the candidate’s completion of a pre-employment background check screening to the satisfaction of Wesleyan University.

Supplemental Questions

Required fields are indicated with an asterisk (*).

  1. * Please describe a persuasive written project or presentation that you organized and defended to a committee, group or individual and what was the outcome?

    (Open Ended Question)

  2. * Please describe the research techniques and internet search strategies, online search tools and electronic databases you have used or have familiarity with.

    (Open Ended Question)

  3. * Please tell us how you specifically heard about this position? ( e.g CareerBuilder, LinkedIn, Higher Ed, InsideHigher Ed, CT.Jobs etc.)

    (Open Ended Question)

Optional & Required Documents

Required Documents
  1. Cover Letter
  2. Resume
Optional Documents