Yale University - New Haven, CT
posted 3 months ago
The High Net Worth (HNW) Research Analyst at Yale University plays a pivotal role within the Prospect Development team in the Office of Development. Reporting to the Associate Director, High Net Worth, this position is integral to supporting the university's fundraising efforts through comprehensive research on high-net-worth prospects. The HNW Research Analyst is responsible for conducting in-depth analyses to identify potential donors' philanthropic interests and their capacity for giving, which directly informs strategic decision-making processes related to donor cultivation and engagement. In this role, the HNW Research Analyst will engage in a variety of tasks, including the identification and evaluation of donor prospects through diverse sources of information. This involves analyzing financial, philanthropic, and biographical data to assess prospects' ability and willingness to contribute to the university's fundraising initiatives. The analyst will collaborate closely with frontline teams, including gift officers from Principal Gifts, Friends Philanthropy, International Development, and Parent Gifts, to share insights and support cultivation efforts effectively. The position requires the preparation of clear and concise research reports and profiles that communicate findings and recommendations to both frontline teams and organizational leadership. Maintaining accurate and up-to-date donor records in the university's database is crucial, ensuring data integrity and confidentiality at all times. Additionally, the HNW Research Analyst will monitor news channels to identify relevant prospect news and wealth events, transmitting actionable insights to gift officers as appropriate. This role is essential for developing innovative prospect identification and research strategies that align with the university's organizational goals and fundraising priorities.