Advancement Research Analyst - Perimeter Institute for Theoretical Physics
2021 Advancement Research Analyst
The Advancement Research Analyst is responsible for providing comprehensive research support to Perimeter Institute's Advancement programs with specific focus on transformational gifts. Key responsibilities include gathering, verifying, and analyzing information used to develop connections and affinity with prospective donors and volunteers to advance Perimeter’s mission and campaign priorities. They will create smart effective reports and profiles to inform prospect and donor strategies and will implement a strategic research plan that reflects campaign priorities and pipeline targets. They will keep accurate records, help to prepare briefing packages, and will perform general research tasks as assigned.
The Advancement Research Analyst will use their experience and a donor-centric lens to evaluate and align the depth, breadth and focus of their research with the purpose of the project or request. They will use a variety of resources and methods to find, evaluate and communicate relevant information that focuses on indicators of transformational philanthropy, linkages, and affinity. In addition to identifying prospects, the Advancement Research Analyst is responsible for the interpretation, analysis and delivery of information pertaining to all major donors cleared for cultivation, solicitation or stewardship by Advancement fundraisers, and coordinates regular meetings with fundraisers to review prospect qualification progress and strategy.
Primary Duties and Responsibilities
Prospect Research and Identification
- Identify and qualify potential transformational and major gift prospects for fundraising priorities and other Institute needs;
- Conduct high quality research on donors and prospective donors; identify key connections and provide strategic recommendations;
- Use a range of resources and methods to gather, verify, and communicate relevant information on prospects, including individuals, foundations and corporations;
- Conduct independent, proactive research to continually grow the prospective donor database;
- Monitor and communicate news, events & issues that may impact the Institute and / or philanthropic environment.
- Work proactively with the Advancement team to consistently identify, prioritize and move prospects forward for discovery and qualification and to ensure a prospect pipeline is in place to meet campaign priorities;
- Assist individual fundraisers with their efforts to move prospective donors through the pipeline;
- Track activity related to the identification and qualification of prospective donors.
Data Integrity and Presentation
- Write and edit profiles and briefing notes to support advancement activities and events;
- 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 and follow APRA Canada’s ethics and professional standards;
- 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.
- Create an annual research plan with KPIs, track and report on progress each quarter;
- Maintain subscriptions to current research resources, and assist in identifying, evaluating, selecting, and purchasing new vendor services and research resources;
- Maintain membership with the National and International professional associations for Prospect Research: APRA and APRA-Canada;
- Participate in other areas of the Institute such as attending the Interdepartmental meetings and sitting on various committees and project teams within the Institute as desired.
Required Education, Knowledge and Skills
- Bachelor’s Degree in a relevant field is required. Master’s level degree in a relevant field, particularly Library Sciences or Information Management is preferred.
- 5+ years experience within a not-for-profit environment is required.
- Experience with using CRM software (Salesforce, Raiser’s Edge)
- 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.
- 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.
Interested applicants are encouraged to submit a resume and cover letter before April 28, 2021 in order to ensure full consideration of your qualifications. Applicants who require individual accommodation in order to complete their application/interview are encouraged to contact for assistance.
Perimeter Institute is committed to diversity within its community and especially welcomes applications from racialized persons, women, Indigenous/Aboriginal People of North America, persons with disabilities, LGBTQ2S+ persons, and others who may contribute to the further diversification of ideas.