Job Summary The Prospect Development Analyst is a core member of the Trust's prospect development team, responsible for conducting data-driven analysis and comprehensive research on foundations, corporations, and individuals in support of the fundraising efforts of Boston Children's Hospital. This role will prepare analytic reports, statistical models, and detailed research briefings on financial wealth in order to estimate gift capacity and likelihood to give; using querying language to identify and qualify new prospects for individual giving, corporate philanthropy and events.
This Prospect Development Analyst will:
Research individuals, corporations and foundations identified as major gift prospects; Prepare detailed research briefings, analyze wealth, estimate gift capacities, and suggest prospect strategies.
Develop data models in partnership with other analysts and third-party consultants to provide insights on engaging philanthropic prospects, leveraging relational databases to further the Trust's fundraising goals.
Identify and qualify new prospects through routine wealth screenings in support of general fundraising initiatives, as well as specific initiatives.
Prepare and present prospect lists, ensuring quality and accuracy; Participate in CRM entry, coding, and reporting as needed in support of prospect research and analysis.
Understand and employ a wide array of electronic research tools, including Wealth screening tools, Lexis/Nexis, SEC filings, and non-profit tax filings, among others; Train other staff in their use as needed.
Remain current in research product development and upgrades, and knowledgeable of changes in research internet sites.
Maintain press alerts on leading prospects and donors and various topics of interest to Trust executives; Screen press sources in print and online for news of major gift prospects and donors and communicate relevant information to appropriate staff.
Protect the privacy and confidentiality of all prospect information; Understand and adhere to all confidentiality and privacy policies including HIPAA, and the APRA and NEDRA codes of ethics.
To qualify you must have:
Bachelor's degree in business, mathematics, statistics or a closely related field plus a minimum of three years in a fundraising or direct sales business environment.
Knowledge of theories, principles and concepts and technical proficiency typically acquired through at least two years of experience in a major gift fundraising organization.
Direct oversight of functions related to fundraising and/or wealth asset management, financial services, and/or trust and estates law preferred.
Ability to organize and analyze complex material as well as the ability to work with sensitive and confidential information.
Ability to understand and apply financial information and research methodology to reliably rate and qualify prospects.
Familiarity with the philanthropic community in Boston and the social networks within the greater Boston community.
Strong verbal and written communication skills and ability to handle multiple responsibilities, prioritizing duties and meeting deadlines for requests.
Proficiency in standard database search methodologies and internet search techniques
Proficiency in MS Office Suite (Word, Excel, PowerPoint and Access) in order to create profiles and create/maintain various database spreadsheets.
Boston Children's Hospital offers competitive compensation and unmatched benefits, including an affordable health, vision and dental insurance, generous levels of time off, 403(b) Retirement Savings plan, Pension, Tuition Reimbursement, and discounted rates on T-passes (50% off). Discover your best.
Boston Children's Hospital is a 395-bed comprehensive center for pediatric health care. As one of the largest pediatric medical centers in the United States, Children's offers a complete range of health care services for children from birth through 21 years of age.