Prospect Research Analyst - Perimeter Institute

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Come join our team! We appreciate the importance and value of Prospect research. 
Responsible for providing research support to Perimeter Institute's Advancement programs, the Prospect Research Analyst gathers and verifies information on current and prospective donors and volunteers, making recommendations about prospects, and working with a high degree of independence. Key responsibilities include the identification of potential new prospects, providing input to Advancement officers regarding potential prospect capacity and affinity, preparing briefing memos, comprehensive profiles and other forms of research support for the Advancement department. In addition, you act as a key contact for the CRM responsible for accurate maintenance of records and performing general research tasks as assigned.
In conjunction with the leadership of the Advancement team, and in line with the Advancement business plan, the Prospect Research Analyst develops and implements an annual research plan to identify prospects capable of making gifts to Perimeter Institute, with key target groups of individuals, foundations and corporations. In addition to identifying prospects, you are responsible for the interpretation, analysis and delivery of information pertaining to all major donors cleared for cultivation, solicitation or stewardships by Advancement fundraisers, and coordinates weekly fundraiser SCRUMS to discuss prospect strategy.

Major Duties and Responsibilities

Prospect Research and Analysis (Target 70%)

  • Manage all research processes including prospect analysis during screening processes to determine affinity, capacity and inclination of prospects;
  • Use a range of primary as well as secondary sources, including electronic and hardcopy, to gather and verify contact information, donation history, funding preferences, affiliation with Perimeter, employment history, business relationships, community involvement, and any other relevant information on identified prospects, including individuals, foundations and corporations;
  • Conduct independent, proactive research to continually grow the prospect donor database;
  • Determine estimated giving capacity of potential prospects by analyzing wealth indicators such as annual income, net assets, stock shares and property value to determine the estimated gift amount of a proposal/request;
  • Conduct ongoing media scanning (local and national newspapers, business publications, and other printed and electronic sources) to keep abreast of business developments, to gather information on current donors, and to identify new prospect possibilities;
  • Incorporate information gathered through media scanning into CRM, and communicate pertinent new information to the Advancement team as appropriate;
  • Lead the recommendation and implementation of new research projects, resources and processes that support the identification and development of leadership level donors
  • Create an annual research plan for the Advancement Department, and track and report on progress. Track and report quarterly on research KPIs for Advancement

Prospect Management (Target 20%)

  • Conduct 1:1 and SCRUM meetings with Advancement staff regarding pipeline moves management and offer advice regarding the movement of prospects;
  • Match prospect interests with the Perimeter Institute’s organizational and strategic priorities;
  • Record prospect tracking and coordination of moves management through the use of CRM software;
  • Liaise with Relationship Managers to ensure contact information, contact reports and future activities / strategies are captured in CRM

Data Management and Presentation (Target 10%)

  • Write and edit profiles, briefing notes and other research products on prospects, donors, board members, and event attendees for fundraisers, senior staff and volunteers;
  • Investigate and analyze complex forms of information for the development of comprehensive reports to support development activities;
  • Act as a leader for database integrity and data entry on the team;
  • Conduct analysis of Perimeter Institute’s donor and supporter database to search for potential new higher-value donors, or to support other development activities as required
  • Support the Senior Manager, Advancement and the Senior Director in guiding evaluation of the prospect pool and progress of moves management to set activity goals for the department (calls, visits, proposals, renewals, lapsed measurement) that facilitate team efforts to develop prospects to become donors;

Education Knowledge and Skills Required

  • Bachelor’s Degree in a relevant field is required. Master’s level degree in a relevant field, particularly Library Sciences or Information Management is ideal
  • 5+ years experience within a not for profit or academic environment is required
  • Demonstrated knowledge of research strategies using commercial and public online services which may include but are not limited to: iWave PRO, INK Research, Imagine Canada, Marquis Who's Who, DowJones, SEDAR, BIG Online
  • Demonstrate knowledge and understanding of the information that is useful to decision making and strategy formulation during all points of the solicitation cycle;
  • Able to analyze large amounts of information to discern and extract what is relevant to the fundraising process, and then communicate key information clearly, concisely, and accurately
  • Able to maximize use of online databases, tools, and resources to locate and compile business and biographic information; familiarity with biographical and corporate resources, databases, and other reference materials and the ability to read and interpret financial information
  • Able to manage confidential information in an appropriate manner, and to use judgment in the wording and inclusion of pertinent and sensitive information. An understanding of relevant privacy legislation and ethical obligations under the Donor Bill of Rights and APRA’s ethics and professional standards is desirable.
  • Evidence of initiative, tact, diplomacy, attention to detail, creativity and tenacity
  • Possess excellent communications skills (oral and written) and listening skills
  • Proficient use of Microsoft Office and all its applications and Internet

We encourage all qualified candidates to apply before November 28, 2018 and are pleased to offer a dynamic team-oriented work environment and highly competitive total compensation package, including salary, benefits, pension and work life balance.

Perimeter Institute is committed to diversity within its community and especially welcomes applications from racialized persons/persons of colour, women, Indigenous/Aboriginal People of North America, persons with disabilities, LGBTQ2 persons, and others who may contribute to the further diversification of ideas. Applicants who require special accommodation in order to complete their application/interview are encouraged to contact for assistance.