The successful candidate will have solid experience in complex data analysis to develop insightful and tangible outputs. The role will support the benchmarking, forecasting and research areas of the business and will include data sourcing, data extraction, data analysis, report writing, presentation writing, presentation delivery and client management.

Job Title: Analyst
Company:  Legacy Foresight
Hours: Part or full time. 3-5 days/week – negotiable
Location: Work from home with regular meetings online and in London
Salary: £45,000-£70,000 FTE, depending on experience
Start Date: November 2023-January 2024, to be discussed at interview
Deadline: Apply by 7th October

About Legacy Foresight

Legacy Foresight is a fast-growing research and consultancy business, specialising in providing insight into the UK legacy giving market – which covers the £4bn of income that UK charities receive from gifts in wills each year.  We are looking for an experienced analyst to join the team at Legacy Foresight.

Legacy Foresight works with over 100 well-known British charities and a growing group of Dutch charities, providing benchmarking programmes, consortium research projects, forecasting and consultancy.  Charities we work with include Cancer Research UK, Macmillan, RNLI, RSPCA, and NSPCC as well as many smaller and less high-profile charities.

There are three key areas to the Legacy Foresight business:

Legacy benchmarking

We have a product called Legacy Monitor UK, where we collect quarterly legacy income and bequest data from around 80 charities.  We collect, aggregate and analyse this data every quarter and feed back to charities so that they can understand the latest trends in the market and their performance compared to their peers. The data we collect accounts for almost 50% of the UK legacy market so is an invaluable source of insight to our clients.  In addition to our UK version of this product, we also have a Dutch Legacy Monitor, which collects similar information from a Consortium of Dutch charities.

Legacy income forecasting

We create legacy income forecasts for charities ranging from 5 years to 40 years and incorporate multiple market factors (economy, death rates, attitudes to charitable giving, changes in long-term wealth, population dynamics etc.) as well as charity-specific factors (brand, marketing investment, cause area etc.) We work with around 40 charities for this service – many of whom receive regular forecasts each year.

Research

Our consortium research projects bring together groups of charities to research issues of common interest, enabling them to share costs, information and experiences. These are often rolling programmes which evolve over time, each year building on the findings of the year before.  We run around three of these projects each year and typically include quantitative research, qualitative research and desk research

In April 2020, Legacy Foresight became part of the Legacy Futures group of specialist consultancies, which help charities raise more money through legacy and in-memory giving. Legacy Futures is a team of over 60 people who help charities understand their place in the market, implement strategies to grow their giving and provide practical support to maximise the value of their income. Within the group, Legacy Voice is a strategic fundraising consultancy and Legacy Link provides estate administration services.

We are a ‘virtual’ company, without offices. The current team all work from home on a flexible basis, while communicating frequently through email, Teams calls and face to face meetings in London.

The Role

We are looking for an analyst to join our existing team, working across the analysis side of the Legacy Foresight business. This role will report into the Head of Analysis. There may also be times when this person will support teams in the wider Legacy Futures business.

The role will include: data sourcing, data extraction, data analysis, desk research, report writing, presentation writing, presentation delivery and client management.

The role is flexible and home-based, between 3 and 5 days a week, depending on your interest and availability. We do not expect someone to work set days/hours but it is required that one of the working days would be a Wednesday and flexibility over the other working days would be considered an advantage.

Key Responsibilities

• Collecting, organising and analysing charity and market data from multiple sources
• Statistical modelling (multivariate regression modelling)
• Creating long-term market forecasts, using the factors mentioned above
• PowerPoint presentation writing (including charting)
• Report writing
• Client management
• Attending and presenting at Teams and / or face-to-face client presentations (often with more than 30 people in the audience)

Required Skills

Essential Skills

• Proven experience manipulating and analysing data and using statistical techniques to identify valuable insights for clients and customers
• Ability to communicate – verbally and in writing – complex data analysis in a compelling and accessible way
• Ability to work together with clients and other team members to ensure charities have a good experience of working with Legacy Foresight
• Ability to work under own steam without close supervision
• Methodical and persistent, with good attention to detail
• Advanced Excel and PowerPoint skills

Advantageous Skills

• Previous client-facing experience in an agency or consultancy environment
• Familiarity with database systems and statistical analysis software (e.g. SQL, R, SPSS, SAS, Stata, etc)
• Commercially-minded with the ability to contribute to new business opportunities
• Experience presenting to large groups of people
• Experience working with PowerBI to visualise data
• Interest and / or experience in the charity sector

The Candidate

We are looking for someone with a solid experience in statistical analysis and a genuine enjoyment of using data to find solutions to difficult problems. They will be up to date with the latest advancements in data analysis tools and how they can be used to communicate effectively. The successful candidate will be strategically-minded with the ability to communicate findings to a wide range of audiences in a way that makes it compelling and accessible. They will also be able to develop new project and product ideas alongside the rest of the team. The successful candidate will be a team player who will go the extra mile to help and support other members of the team. Experience of working within the charity sector is not a requirement, but we expect at least empathy with the sector.

How to apply

Please send your CV and a covering note explaining why you think you would be right for this role.   Please note that applications without a covering note will not be considered. The application deadline is 7th October but we reserve the right to close the process earlier than this if we find the right candidate. Initial interviews will be via Teams on w/c 9th October, after which successful candidates will be invited to meet the team in person in London on w/c 16th October.

Note on salary

The salary range is dependent on type and length of experience and will be discussed at interview.