Prospect Research Associate
The Aspen Institute is a global nonprofit organization committed to realizing a free, just, and equitable society. Since its founding in 1949, the Institute has been driving change through dialogue, leadership, and action to help solve the most critical challenges facing communities in the United States and around the world. Headquartered in Washington, DC, the Institute has a campus in Aspen, Colorado, and an international network of partners.
The Prospect Research Associate will research, prepare, and provide biographical and financial profiles and reports on potential and identified individuals, foundations, and corporations. The researcher plays a critical role in developing the Institute's donor pipeline as well as maintaining systems for prospect, portfolio, and proposal management. The work requires significant engagement with Salesforce, prospect research tools, Microsoft Excel, and data analysis.
The individual plays a key role in the fundraising success of the Aspen Institute. The successful applicant will be an outstanding communicator with demonstrated excellent writing skills and a command of research and database tools. With an energetic drive, professional curiosity, and attention to detail, the successful candidate will have close interaction with Institute fundraisers in a fast-paced environment.
This position is within the Aspen Institute's Office of Institutional Advancement. We offer a dynamic and challenging work environment with opportunities for meaningful accomplishment and true growth.
Essential Duties and Responsibilities
- Perform research on prospective and existing donors which captures and analyzes wealth, capacity, and donor interest areas.
- Use the Internet and subscription research resources to locate, analyze, interpret, and organize actionable information regarding financial capacity and philanthropic propensity.
- Synthesize research into reports to inform donor meetings or other donor engagement.
- Develops local and national prospect lists and generates profiles in support of various campaigns, projects, events, and meetings.
- Collaborate with the team to ensure complete, accurate, and timely updates of information maintained in Salesforce as it relates to biographical, business, research notes, and prospect management data
- Create and distribute documentation updating OIA staff on relevant changes, updates, new opportunities and enforce participation in policies optimizing efficiency.
- Identify new major gift prospects. Suggest strategies for obtaining new prospects in order to ensure the ongoing expansion and renewal of the prospect pool.
- Work within existing prospect and portfolio management processes while identifying opportunities for skill building or improved team effectiveness.
- House, maintain, search and replace as needed all research resources, keeping a high standard for any included databases or directories.
- Train staff on various functions within Salesforce, iWave, and other prospect research tools (for ex: WealthX, RelSci, Foundation Center Directory).
- At all times uphold the utmost integrity and sensitivity while working with donor's information and interacting with Institute staff.
Knowledge, Education and Experience
- 3-4 years of relevant work experience.
- Strong research and analytical skills.
- Extremely detailed and process oriented, with the capacity to see the bigger picture and make connections among projects and people.
- Ability to synthesize large quantities of data into a user-friendly and concise format.
- Proficiency working with databases, prospect research tools, and internet-based research.
- Understanding of fundraising best practices and procedures. Familiarity with current trends in philanthropy.
- Experience with keeping a positive attitude while in a fast-paced, deadline-driven environment.
- Capacity to learn quickly and adapt to new teams well.
- Strong oral and written communication skills.
- Discretion when dealing with confidential and personal information.
- Commitment to producing work of exceptional quality and dedication to superior customer service with an emphasis on relationship building.
- Passion for the mission of the Aspen Institute and desire to support the advancement of its work.
Please submit a resume, cover letter, and writing sample. The writing sample should ideally show evidence of the candidate's competency with research and/or data analysis.
The Aspen Institute is an Equal Opportunity Employer and complies with all District and federal laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or protected veteran or disabled status and will not be discriminated against.
Candidate must have the ability to work under pressure and handle stress. Candidate must also have the ability to meet the regular attendance policy of the Aspen Institute.