Reporting to the Director of Research, 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. Advise in creating fundraising strategy. Write donor prospect briefings for development team and engage in ongoing consultation with respect to potential donors.
Depending on the candidate’s skills set, experience and entrepreneurial spirit, responsibilities may include field screening, research and identification of key alumni, attending office meetings and events, completing reports after meeting with constituents, facilitating follow-up and analyzing results. The ability to interview and listen appropriately is key along with the ability to work independently.
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 with the internet. 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. 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. 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. 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. Bachelor’s degree required with at least one year of related work experience, however candidates with equivalent combination of education and experience will be considered.
Full-time, full-year position. Salary is commensurate with education, training, and experience.
The application review process will begin immediately; search will continue until the position is filled. To apply, please go to the following link: https://trincoll.peopleadmin.com/.
Trinity College 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.