Research Analyst, Due Diligence

2 days ago


New Haven CT United States Yale University Full time

Key Responsibilities:

  1. Identifies, investigates, analyzes, organizes, and evaluates information from various sources to determine a donor prospect's financial capacity, ability to give, philanthropic interests, and relationship to the University.
  2. Devises research strategies and methods to identify potential donors and/or new donor prospects, determining what relevant donor information is needed to craft fundraising and cultivation strategies.
  3. Identifies new sources of wealth and tracks existing sources to strengthen donor relationships with the University.
  4. Analyzes financial publications and corporate disclosures to deepen relationships with current donors and identify new donor prospects.
  5. Writes donor prospect briefings for the development team.
  6. Investigates new donor prospects and constantly re-evaluates and monitors established donor sources.
  7. Participates in planning long- and short-term development strategies with the team to solicit funds and meet department fundraising targets.
  8. Assesses client needs and manages own schedules.
  9. May present lectures at industry conferences.
  10. May perform other duties as assigned.

Required Skills/Abilities:

  1. Superior close-reading skills and attention to detail. Ability to interpret conflicting information with confidence and patience when faced with uncertainty and ambiguity.
  2. Superior writing skills, ability to maintain strict confidentiality, and deliver analysis with a suitable balance of brevity, substance, and objectivity.
  3. Excellent organizational and problem-solving skills, with the ability to initiate and apply creative solutions and a native curiosity in learning new things.
  4. Dependable, tactful, with good ethical judgment. Ability to work both independently and as part of a team while maintaining high standards and an interest in improving skills.
  5. Commitment to an inclusive workplace and the ability to engage with diverse audiences (age, gender, nationality, race/ethnicity, profession, sexual orientation, etc.).

Preferred Education: Experience in research pertaining to fundraising and donor relations. Knowledge of foreign languages is helpful though not required, as is a background in the humanities, journalism, jurisprudence, finance, publishing, or the arts.


Work Week: Standard (M-F equal number of hours per day)


Posting Position Title: Development Associate, Prospect Research


University Job Title: Research Analyst, Due Diligence


Minimum Qualifications: Bachelor's Degree and two years of related work experience or an equivalent combination of education and experience.

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