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Consultants at HBG work directly with clients to provide high-quality prospect research assistance, including
biographical, philanthropic and financial research on individual, company, and foundation prospects. Consultants
may also provide prospect management assistance and due diligence reporting. Consultants may be asked to
identify new funding sources and assist with or coordinate special projects including wealth screening analysis,
landscape analyses, data analytics and/or product testing.
Research Associates at HBG provide high-quality biographical and financial research on individual, company, and
foundation prospects for our clients. Associates are often tasked with finding creative ways to identify funding
sources for clients and may be asked to assist with special projects including electronic screening analysis, landscape
analyses, analytics and/or product testing. This is a junior-level position with significant opportunity for mentorship
and skill-set building.
The Philanthropic Services Business Analyst serves as an expert resource for database users across the Philanthropic Services Department. Skilled in data science, business analytics, and well versed in the work of development and donor relations, this role provides operational oversight for PSD of a comprehensive CRM and strategies for optimal metrics tracking, prospect and donor management procedures and donor research to support the Foundation’s philanthropic goals.
Responsible for providing leadership and strategic direction for a comprehensive donor prospect research program including prospect research, prospect management, measurement, and analysis. Develops, oversees, and implements systems to deliver proactive, reactive, and special project research. Works collaboratively with Foundation leadership to manage portfolios across team and formulates prospect assignment guidelines to ensure balanced prospect distribution among all fundraisers. Conducts donor prospect research, data analysis and interpretation and provides insight and recommendations to Foundation leadership and front-line fundraisers to inform decision making and to generate donor strategy. Stays up to date on industry trends and best practices and present recommendations to evolve and innovate on our prospect research practices. Leads prospect research team and supervises development research officer(s) and research strategist(s).