Research Analyst, Client Services, Development Research, Dana Farber, Boston MA

GENERAL SUMMARY:  

 

The Research Analyst, Client Services, in Development Research provides prospect research strategy and support for members of Development & The Jimmy Fund.  The Research Analyst creates concise, accurate, and timely research products by finding and interpreting biographical information, wealth indicators, news, and philanthropic history, and works closely with clients to strategically apply this information in raising funds for Dana-Farber.

 

PRIMARY DUTIES AND RESPONSIBILITIES:

 

  • Leading monthly meetings with internal clients, in particular Principal and Major Gifts officers, to review fundraising priorities, anticipate research needs, assess and manage donor portfolios, and develop strategies for key prospects.
  • Analyzing research requests and projects to determine level of detail and resources required, communicating clearly with clients about expected outcome and timeline, and delivering targeted information that is accurate and actionable.
  • Creating concise, accurate, and timely research products using biographical information, financial data, news, and philanthropic history, while adhering to professional standards such as an individual's fundamental right to privacy and protecting the confidential information of Dana-Farber Cancer Institute.
  • Using information found to accurately assess the giving capacity of individual prospects.
  • Participating in fundraising strategy meetings, including major gift prospect strategy discussions and meetings with faculty about their fundraising needs and priorities.
  • Working closely with Research's Prospect Identification team to identify individual, corporate, and foundation prospects that match client needs.
  • Maintaining an expectation of excellence in both written and verbal communication, as well as a dedication to superior customer service with an emphasis on relationship building.
  • Tracking and disseminating news and information about Dana-Farber, advances in cancer research and treatment, and top donors and prospects.
  • Staying abreast of trends in prospect research by reading relevant news articles and white papers, testing out new products, and sharing ideas and information with colleagues.
  • Continuously developing fundraising knowledge and professional skills through internal/external trainings, shadowing of colleagues, research webinars, and local and regional conferences and workshops.
  • Participating in the training of the annual Research Fellow and of junior Research staff.

 

SUPERVISORY RESPONSIBILITIES:

 

Reports to Associate Director of Development Research. No direct supervisory responsibilities.

 

MINIMUM JOB QUALIFICATIONS:

Bachelor's Degree and 3+ years of direct or comparable experience.

 

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

 The Research Analyst should possess superior communication, organizational, project management, writing, and analytical skills, and have the ability to manage multiple clients and to meet deadlines. He/she should also be comfortable working independently while also being available to work on team projects and/or assist colleagues when needed.

The Research Analyst must apply creative thinking about possible trails to follow for prospect information. He/she must be curious, focused, and persistent in pursuing threads of information, and should be capable of in interpreting complex documents, including corporate proxy statements and insider stock filings.  Also essential are high level writing skills, as the reports and briefings prepared in Development Research are used by Trustees, the President, the SVP of Development, and other senior Development and Jimmy Fund staff. The Research Analyst must also be able identify and adapt to shifting priorities, be flexible and resourceful, and exercise professionalism and discretion in working with confidential information.

Technical Skills: Superior skills in Microsoft Office applications; expertise in broad range of search techniques; knowledge of prospect research resources such as Lexis-Nexis for Development Professionals, Foundation Directory, Wealth Engine, and Prospect Research Online; familiarity with relational databases and reporting tools; experience with data mining is a plus.

 

PATIENT CONTACT: No

 

WORKING CONDITIONS:

 Workstation in typical office setting. Some use of a personal vehicle for business purposes may be necessary.

 

Apply directly to:

 Chris DeChellis, Associate Director of Research

Email: chris_dechellis@dfci.harvard.edu

 Or online at: http://www.dana-farber.org/careers.aspx

 

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