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Strategic Analyst

Please see Special Instructions for more details.

Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law.

Position Details

Position Information

Position Title Strategic Analyst
Department Research and Prospect Management
Position Number 0504803
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Position Purpose

Responsible for creating, managing, analyzing, and driving all prospect and donor data-mining efforts to help meet operating and capital fundraising goals. This position will develop and maintain portfolios, prospect management reports, strategy briefings and profiles, prospect interests, and suggest fundraising targets and strategies to the fundraising team based on analysis of research findings to support principal, major and annual giving frontline fundraising efforts and extend institutional relationships. Strategic Analysts serve as a foundation for fundraising and alumni relation initiatives across Dartmouth College, including the President’s Office and all professional schools.

Skills & Knowledge
  • Excellent research and analytical skills, including ability to analyze and interpret business and financial data and information
  • Ability to organize work, coordinates projects with others, manage multiple projects simultaneously, and meet and negotiate deadlines
  • Ability to compose concise, focused research documents with attention to accuracy and detail to support the identification, cultivation, solicitation and stewardship process
  • Excellent oral and written communication skills
  • Strong interpersonal skills and ability to motivate and work effectively with groups and individuals; negotiation skills
  • Proficient with computers, database management, and highly skilled with internet searches
  • High level of initiative and follow-through
  • Sound judgment, tact and discretion in handing confidential information
  • Strong customer service skills
  • Strong commitment to a diverse working environment and to serving the needs of a large and diverse community
Minimum Experience
  • Three plus years’ experience in development, or equivalent
  • Formal instruction in or knowledge of business, financial analysis, statistical methods, information systems, techniques of corporate and biographical research and report writing
  • Demonstrated experience in prospect research (or related field), data analysis, advanced analytical tools and databases, internet resources, and other references
Minimum Education
  • Bachelor’s degree, or the equivalent
  • Specialized training in research methodology, or equivalent
SEIU Level Not an SEIU Position
FLSA Exempt
Employment Category Regular Full Time
Department Contact for Cover Letter Cynthia L. Welch Advancement Business Ops Associate Director
Equal Opportunity Employer

Dartmouth College is an equal opportunity/affirmative action employer with a strong commitment to diversity and inclusion. We prohibit discrimination on the basis of race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, marital status, or any other legally protected status. Applications by members of all underrepresented groups are encouraged.

Special Instructions to Applicants

Employment in this position is contingent upon consent to and successful completion of a pre-employment background check, which may include a criminal background check, reference checks, verification of work history, and verification of any required academic credentials, licenses, and/or certifications, with results acceptable to Dartmouth College. A criminal conviction will not automatically disqualify an applicant from employment. Background check information will be used in a confidential, non-discriminatory manner consistent with state and federal law.

Key Accountabilities

Key Accountabilities

Prospect Management

  • Partners with frontline fundraisers in creating, building, and managing portfolios and a robust prospect pipeline to support fundraising goals and objectives.
  • Attends project and prospect reviews designed to identify prospects and create cultivation, solicitation, and donor relations strategies. Prepares in-depth analyses and leads discussions about prospect pool, individual capacity, philanthropic interests, and inclination.
  • Provides data, research, and historical context to enhance the collaboration of development officers in creating strategic partnerships for the identification and cultivation of principal, major, and annual gift prospects.
  • Assists development officers in creating and revising a solicitation plan for donors through the relationship cycle. Advises development officers of interdisciplinary campus relationships, interests, capacity and other areas which influence or impact cultivation and solicitation strategies.
  • Provides a metric-driven approach to solving complex problems and optimizing current processes to meet fundraising goals.

Prospect Development

  • Proactively identifies, evaluates, and monitors prospects through the continuous review and analysis of business publications, online services, annual questionnaires, internal data, and other sources.
  • Identifies individual, corporation, and foundation prospects to serve as volunteers, board members, and support ongoing Dartmouth priorities and fundraising goals. Synthesizes data and other critical information to be used in creating fundraising strategies.
  • Identifies new prospects through the use of news alerts and other prospecting strategies, responds to request inquiries, and prepares concise written reports that include detailed biographical information, giving trends and analysis, fully-developed financial analysis (net worth/asset analysis) and estimated giving capacity. Reports include but are not limited to prospect profiles, briefings, summaries, rankings, and assessments.
  • Evaluates gift capacity and rates prospects using standard wealth assessment formulas and internal data.
  • Researches, compiles, and analyzes financial information including stock holdings, salaries and other forms of compensation, future earnings, in-depth proxy analysis, competitive business intelligence, and projections of profitability and liquidity.
  • Develops expertise in specific industries and regions where Dartmouth alumni are clustered. Prepares industry and regional-related reports and presentations for campus constituencies. Acts as internal consultant to appropriate campus constituencies.
  • Works on special projects and other tasks related to research as assigned (i.e. screening analysis).
  • Assists in identification and use of new products, methodologies, online databases, and software that will further enhance the department’s ability to advance its mission using the most up-to-date advanced methods.

Communications/Coordination

  • Develops and cultivates relationships with Development staff. Participates in various regional and Advancement-wide meetings to ensure that research needs are met.
  • Serves as liaison to various offices, including all professional schools and campus partners.
  • Directly collaborates with alumni volunteers during reunion planning process to assess ratings and reunion ask amounts.
  • Generates strategic prospect pools to analyze with alumni experts in their field.
  • Extracts and communicates key information which directs the cultivation and solicitation strategy of Advancement staff.
  • Provides consultative services and orientation sessions on research methodologies and resources to Advancement staff. Shares knowledge of current trends in philanthropy and higher education.
  • Assists in identification and use of new products, online databases, and software that will enhance the department’s efficiency.
  • Ensures all data is managed with the highest level of sensitivity and maintains information based on policies and procedures.
  • Educates development staff and others involved in fundraising activities about current Research practices and trends.
  • Creates full background summaries and biographical sketches for meetings and events for the President and other leadership.

Demonstrates a commitment to diversity, inclusion, and cultural awareness through actions, interactions, and communications with others.

-- Performs other duties as assigned

Applicant Documents

Required Documents
  1. Resume
  2. Cover Letter
Optional Documents
  1. Additional Document #1

Supplemental Questions

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