Assistant Director of Prospect Research & Prospect Management

Assistant Director of Prospect Research & Prospect Management

Department: Development Research

Regular or Temporary: Regular

Hours per Week: 40

FLSA Determination: Exempt

Weeks per Year: 52

Open Date: 01/09/2023

Open Until Filled: Yes

Full or Part Time: Full Time

Position Summary:
Trinity College seeks a staff that reflects the changing demographics of our student body. Our student body is diverse, representing 41 states and 70 countries, with 21 percent U.S. students of color and 50 percent who identify as women. More than 90 percent of students live on campus. Trinity is a highly selective, independent, nonsectarian liberal arts institution located in the capital city of Hartford, Connecticut. With more than 2,100 full-time undergraduate students and 91 graduate students, the college maintains a rigorous academic profile complemented by a vibrant and diverse co-curricular program. We consider our location in a culturally and socioeconomically diverse capital city to be among Trinity’s most distinctive assets, and we cultivate strong connections with our surrounding neighbors and with institutions and organizations throughout Hartford and the region. As a preeminent liberal arts college in an urban setting, Trinity College prepares students to be bold, independent thinkers who lead transformative lives.

Reporting to the Director of Research and Prospect Management, primary responsibilities of the Assistant Director of Research and Prospect Management 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 preexisting 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.

Duties and Responsibilities:

• Identify, investigate, analyze, organize and evaluate information yielded from a variety of sources (electronic and print) to determine a donor prospect’s financial capacity, ability to give, philanthropic interests, and relationship to Trinity College.
• Devise research strategies and methods including developing creative research methods to identify potential donors and/or new donor prospects. Identify the type of information to look for and determine what relevant donor information (biographical and financial, philanthropic interest, history of previous donations, prior Trinity solicitation, etc.) is needed to craft fundraising and cultivation strategies.
• Write detailed prospect briefings for fundraising-related meetings and functions attended by development staff, college administrators and key volunteers.
• Identify new sources of wealth and track existing sources.
• Analyze financial publications and corporate disclosures to deepen relationships with current donors and to identify new donor prospects to build a robust Trinity College donor base.
• Investigate new donor prospects and constantly re-evaluate and monitor established donor sources in preparation for computing wealth assessments.
• Under the guidance of the Director of Research and Prospect Management, participate in planning long  and  short-term development strategies to solicit funds and meet department fundraising targets.
• Under the guidance of the Director of Research and Prospect Management, manage portfolio assignments, conduct portfolio reviews, and help determine what metrics could better assist in portfolio management.
• Proactively monitor and request updates on biographical information held on our CRM, including relationship and contact information.
• Oversee student research assistants (coordinate specific projects together with the Director of Research).
• Special Projects, as requested.

Qualifications:

• Bachelor’s degree required.
• Minimum of 3-5 years of related work experience. Experience in either prospect research or prospect management is preferred.
• 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.
• 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. Excellent customer service skills. 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.
• 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.

Special Instructions to Applicants
All applicants must apply online at https://trincoll.peopleadmin.com/postings/2830 by submitting their resume, cover letter and 3 references.

Trinity College requires proof of COVID19 vaccination and booster or an approved exemption prior to beginning employment.

Trinity is an Equal Opportunity/Affirmative Action Employer.