Prospect Researcher and Data Analyst

Prospect Researcher and Data Analyst

Loomis Chaffee School is seeking a Prospect Researcher & Data Analyst to join our community.  The ideal candidate supports the school’s fundraising and engagement efforts. The primary responsibility will be to identify new prospects capable of significant financial support to Loomis Chaffee and prepare detailed, accurate, and timely research profiles on prospective donors for use by development officers, leadership, and volunteers. This role will work closely with the Director of Advancement Services & Prospect Development to ensure that portfolios are strategically built, prioritized, and aligned with institutional goals. The Prospect Researcher & Data Analyst will also collaborate with the Database Manager to maintain accurate, actionable data and reports to support gift officer decision-making.  This is a full-time, 12-month hybrid position.

Key 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.

Skills & Knowledge

• 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.

Experience

• 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.  
• Knowledge of Blackbaud’s Raiser’s Edge NXT preferred.
• Experience with Crystal Reports or comparable business intelligence reporting tool preferred.

Education

• Bachelor’s degree required

The Loomis Chaffee School is an independent, coeducational boarding/day school of 748 students and 180 faculty members, located in the historic town of Windsor, Connecticut. Chartered in 1874, the school provides an academically challenging curriculum within a supportive community that affirms individual beliefs and differences. Need-based financial aid is currently awarded to 32 percent of the student body.

Loomis Chaffee does not discriminate against employees on the basis of race, color, religious creed, gender, sexual orientation, national origin, ancestry, age, marital status, or disability. This policy applies to, but is not limited to, admission, financial aid, employment, use of school facilities, and participation in school activities.