The Loomis Chaffee School · 2 months ago
Prospect Researcher and Data Analyst
Windsor, CT, US
Full-time
Hybrid
Mid LevelThe Loomis Chaffee School is seeking a Prospect Researcher & Data Analyst to join their community. The ideal candidate will support the school’s fundraising and engagement efforts by identifying new prospects capable of significant financial support and preparing detailed research profiles on prospective donors.
Primary/Secondary Education
Responsibilities
Primary responsibility for proactively identifying potential major donors from the school’s community, including alumni, parents, grandparents, and friends, using internal data and external resources. Segment and prioritize prospects based on capacity and inclination to support fundraising initiatives and campaign priorities
Conduct and interpret wealth screenings using third-party tools (e.g., iWave, ResearchPoint, Wealth-X) to identify new prospects and assess giving capacity
Maintain prospect alerts to track wealth events, career changes, charitable gifts, etc. for both potential and assigned prospects, ensuring timely updates to records and alerts to frontline fundraisers
Prepare and maintain comprehensive research profiles and briefing documents, ensuring that information is accurate, up-to-date, and accessible to gift officers and school leadership. Respond to requests in a timely manner
Provide research support for stewardship and donor engagement efforts, including background for personalized outreach and constituents attending school events
Collaborate with Database Manager on data enrichment and maintenance efforts. Regularly review and update constituent records with accurate biographical, professional, and philanthropic data
Uphold ethical standards in prospect research, ensuring confidentiality, accuracy, and responsible use of data in accordance with industry guidelines (e.g., Apra Code of Ethics)
Evaluate and recommend research tools, subscriptions, and methodologies to enhance research capabilities
Performs other duties as assigned
Qualification
Required
Bachelor's degree required
Demonstrated ability to effectively manage multiple priorities in a deadline-driven environment
High degree of organization and attention to detail
Excellent communication and writing skills
Strong analytical and problem solving skills
Ability to work independently as well as collaboratively as part of a team
Well-developed writing and research skills and excellent computer skills, including superior knowledge of Microsoft applications
Knowledge of internet search strategies and familiarity with research subscription services such as iWave, ResearchPoint, Wealth-X, and LexisNexis, and an ability to interpret, analyze, and summarize biographical and financial data
Uphold ethical standards in prospect research, ensuring confidentiality, accuracy, and responsible use of data in accordance with industry guidelines (e.g., Apra Code of Ethics)
Preferred
Knowledge of Blackbaud's Raiser's Edge NXT preferred
Experience with Crystal Reports or comparable business intelligence reporting tool preferred
Company
The Loomis Chaffee School
The Loomis Chaffee School is a renowned New England boarding school located on a 300-acre campus in Windsor, Connecticut.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase