Trusts and Foundations Analyst

The Trusts and Foundations Analyst provides critical analytical, operational, and compliance support to the Trusts and Foundations portfolio. The role combines data analysis, programme monitoring, financial tracking, grant management, and stakeholder engagement to support strategic social investments. The Analyst works closely with the Trusts and Foundations Manager to ensure robust governance, impact measurement, and alignment with legal and strategic requirements, while enhancing the overall performance and sustainability of the Trusts.

Requirements

Trust Administration and Operational Support

• Assist in managing the day-to-day operations of multiple Trusts and Foundations.
• Maintain, file, and manage trust records, including trust deeds, resolutions, minutes, and reports.
• Prepare board packs, presentations, correspondence, and updates for Trustees and stakeholders.
• Track and monitor trust activities and ensure timely execution of action items.

Grant and Programme Management

• Support the assessment and review of grant applications for alignment with trust mandates.
• Conduct desktop due diligence and data analysis on beneficiary performance and grant impact.
• Prepare funding recommendations, briefing notes, and beneficiary performance dashboards.
• Monitor and analyse programme implementation, outputs, and alignment with strategic objectives.
• Conduct site visits and prepare programme performance reports for internal use and Trustee review.

Monitoring, Evaluation, and Reporting

• Collect and analyse quantitative and qualitative data on grants, beneficiaries, and trust-funded initiatives.
• Produce monthly, quarterly, and annual performance and compliance reports.
• Assist in the development and tracking of KPIs and M&E frameworks for trust-funded projects.
• Present findings and recommendations to support strategic decision-making and impact optimisation.

Financial and Compliance Tracking

• Assist in preparing trust budgets, financial forecasts, and annual financial statements.
• Support compliance with trust law, regulatory standards, and fiduciary obligations.
• Maintain financial records of grant disbursements and assist in reviewing financial reports from beneficiaries.
• Contribute to the internal and external audit process and risk mitigation plans.

Stakeholder Engagement and Communication

• Draft communication to trustees, beneficiaries, service providers, and community stakeholders.
• Support and attend trust meetings, community engagements, site visits, and beneficiary sessions.
• Coordinate responses to beneficiary queries and ensure timely follow-ups.
• Help ensure alignment between trust activities, stakeholder expectations, and community development strategies.

Desired Skills & Qualifications

Qualifications and Experience

Minimum Qualifications

• Bachelor’s degree in Development Studies, Finance, Public Policy, Law, or a related field.
• Additional qualifications in Monitoring & Evaluation, Governance, or Paralegal Studies advantageous.

Experience

• Minimum 3 years of experience in trust administration, grant management, compliance, or development programme analysis.
• Experience in the non-profit, development finance, or legal and regulatory environment preferred.

Technical Skills and Competencies

• Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint); experience with data analysis tools advantageous.
• Strong analytical and reporting skills with the ability to present complex data clearly.
• Sound understanding of trust governance, grant funding, and compliance processes.
• Excellent communication (written and verbal), interpersonal, and stakeholder management skills.
• Strong organisational skills and attention to detail.
• Ability to work independently and collaboratively in a fast-paced environment.
• Valid driver’s license and willingness to travel.

Working Conditions

• Office-based role with flexibility for occasional local travel to project sites, beneficiary organisations, and stakeholder meetings.

Behavioural Competencies

• Exceptional organisational and time-management skills.
• Excellent written and verbal communication.
• Detail-oriented with the ability to multitask and manage priorities under pressure.
• Proactive problem-solver with a collaborative mindset.

Leadership Capabilities:

• Participative Leadership
• Planning & Organizing
• Monitoring & Measuring

Cognitive Capabilities:

• Analysis & Attention to detail
• Problem Solving
• Critical thinking

Interpersonal Capabilities:

• Assertive
• Methodical
• Drive & Action Oriented
• Flexibility
• Excellence & Quality Orientation