Senior Analyst, Prospect Management

Department
 

ARD Prospect Management 1.1

About the Department
 

Alumni Relations and Development (ARD) engages alumni (~220k), current students, parents, and friends of the University through intellectual, professional, and social activities on campus, around the world, and online. ARD raises $600 Million annually to support faculty and researchers, practitioners and patients, and students and programs across the University. Our work supports priorities in every division, school, department, and institute.

The Prospect Development and Decision Support (PDDS) team maximizes the value of fundraising data and systems to Alumni Relations and Development (ARD) staff and the University. We offer insight derived from analytics and qualitative research to drive fundraising strategy. We help staff members to work more effectively with data and technology through staff education programs, process and system design services, and change management planning. Working at the individual, team, and organizational level, we help make ARD staff informed, efficient, and successful in their efforts to maximize the University of Chicago’s fundraising and engagement potential.

Job Summary
 

Prospect Management, as a component of Prospect Development, involves strategically analyzing and optimizing donor portfolios to enhance fundraising efficiency and success. We value potential as much as experience, seeking candidates who are eager to grow and excel in this dynamic field.

This position conducts biographical and financial research on individuals, corporations, and/or foundations to support fundraising. Identifies prospective donors using research and analysis through use of standard procedures. Forecasts and measures the effectiveness of the fiscal year and overall campaign progress, which will help employees in the role acquire higher-level knowledge and skills.

Responsibilities

• Conducts reviews focused on pools, portfolios, and pipelines to maximize fundraising potential.
• Monitors portfolio health and takes proactive action to address portfolios not meeting standards through prospect assignment strategy and data-informed recommendations focused on improving donor engagement.
• Tracks and reports on the performance of portfolios and pipelines, using key metrics to identify trends, successes, and areas for improvement.
• Develops and presents data-informed strategic analyses and recommendations focused on helping officers and staff manage their pools, portfolios, and pipelines effectively.
• Monitors and audits prospect management data to maintain a high level of data quality and integrity.
• Ensures that gift officers are aware of and adhere to prospect management policies, providing support and resources to facilitate compliance.
• Serves as a central point of contact for officers when needed and facilitates connection and collaboration between gift officers and relevant ARD teams. Establishes a feedback loop with gift officers to gather their input on prospect management practices, and uses this feedback to continuously improve processes and strategies.
• Uses advanced technology and data tools such as Salesforce, Tableau, Business Objects, Python, and CRM Analytics to create reports and dashboards to generate insights.
• Stays current with industry trends and innovative practices in portfolio and pipeline management, integrating new approaches to improve overall effectiveness of the program.
• Trains officers and other applicable staff on policy and best practices for portfolio and pipeline management.
• Works with prospect management University-wide to design and execute strategies to grow the size of the prospect pool with a moderate level of guidance and direction.
• May provide guidance to analysts, train staff members on fundraising, report writing, and research.
• Performs other related work as needed.

Minimum Qualifications
 

Education:

Minimum requirements include a college or university degree in related field.

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Work Experience:

Minimum requirements include knowledge and skills developed through 2-5 years of work experience in a related job discipline.

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Certifications:

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Preferred Qualifications

Education:

• Bachelor’s degree.

Experience:

• Minimum of two years experience analyzing and synthesizing complex data sets.

Technical Skills or Knowledge:

• Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the University as well as the technology tools available to the Office of Alumni Relations and Development, including the University's Donor Relationship Management System, Microsoft Windows computer environment, Microsoft Outlook, Word, Excel, PowerPoint and Access.
• Producing highly readable, informative reports.
• Making focused recommendations to business leaders.
• Tableau Desktop and SAP Business Objects.
• Familiarity with statistical software packages (e.g. SPSS, SAS, STATA, R).
• Expertise with a variety of analytical and database software.
• Understanding of basic statistics.
• Analytics skills.

Preferred Competencies

• Outstanding interpersonal and communications skills characterized by the ability to listen, speak, and write effectively.
• Manage confidential information with discretion and tact.
• Act with integrity, professionalism, and confidentiality.
• Work collegially and collaboratively in a team setting.
• Self-motivated and take initiative.
• Prioritize multiple projects and independently follow through with detail.

Working Conditions

• This position has a hybrid work schedule which includes weekly in office presence.
• Standard office environment.
• Travel to campus and/or non-campus locations for University business.
• Work evenings and weekends as needed.
• This position is located in Hyde Park at 5235 South Harper Court.

Application Documents

• Resume/CV (required)
• Cover Letter, addressed to Hiring Committee (preferred)

When applying, the document(s) MUST be uploaded via the My Experience page, in the section titled Application Documents of the application.

Job Family
 

Alumni Relations & Development

Role Impact
 

Individual Contributor

FLSA Status
 

Exempt

Pay Frequency
 

Monthly

Scheduled Weekly Hours
 

37.5

Benefits Eligible
 

Yes

Drug Test Required
 

No

Health Screen Required
 

No

Motor Vehicle Record Inquiry Required
 

No

Posting Statement
 

The University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, national or ethnic origin, age, status as an individual with a disability, military or veteran status, genetic information, or other protected classes under the law. For additional information please see the University's Notice of Nondiscrimination.

 

Staff Job seekers in need of a reasonable accommodation to complete the application process should call 773-702-5800 or submit a request via Applicant Inquiry Form.

 

We seek a diverse pool of applicants who wish to join an academic community that places the highest value on rigorous inquiry and encourages a diversity of perspectives, experiences, groups of individuals, and ideas to inform and stimulate intellectual challenge, engagement, and exchange.

 

All offers of employment are contingent upon a background check that includes a review of conviction history.  A conviction does not automatically preclude University employment.  Rather, the University considers conviction information on a case-by-case basis and assesses the nature of the offense, the circumstances surrounding it, the proximity in time of the conviction, and its relevance to the position.

 

The University of Chicago's Annual Security & Fire Safety Report (Report) provides information about University offices and programs that provide safety support, crime and fire statistics, emergency response and communications plans, and other policies and information. The Report can be accessed online at: http://securityreport.uchicago.edu. Paper copies of the Report are available, upon request, from the University of Chicago Police Department, 850 E. 61st Street, Chicago, IL 60637.