Analyst, Prospect Management

Location
Chicago
Posted
Apr 11, 2017
Institution Type
Four-Year Institution
About The Unit: The Prospect Management team is an innovative and collaborative group responsible for developing data-driven fundraising strategies that maximize staff efforts to cultivate the University's prospects towards gifts. The team analyzes movement within portfolios, pools, and pipelines and pairs insights derived from this analysis with communications to staff designed to drive activity. The team accomplishes this through the strategic management of gift officer portfolios; user-friendly analysis of the University's prospect pool; meeting support and strategy designed to facilitate the effective management of ARD's prospect and suspect pools; and the development of protocols related to prospect management and facilitating ARD staff education on their meaning. The University of Chicago Campaign: Inquiry and Impact (http://campaign.uchicago.edu), the most ambitious and comprehensive campaign in the University's history, will raise $5 billion to support faculty and researchers, practitioners and patients, and students and programs across the University. Launched in October 2014, the campaign supports priorities in every division, school, department, and institute, and aims to engage 125,000 alumni and friends over its five-year duration. Please note: This role is located in Harper Court at 5235 S Harper Court - the corner of 53rd Street and Lake Park. For more information: http://www.harpercourtchicago.com/.

Unit Job Summary: Analyst, Prospect Management: Develop prospect management reports and dashboards that provide insight into fundraising progress, and help drive activity needed to reach ambitious goals. Build partnerships with assigned Directors of Development and teams across ARD. Connect and leverage the work of different ARD teams to Prospect Management work. Recommend refinements to analytical strategies, reports and data visualizations based on this knowledge. Lead the development of prospect, entity, cash and FRP reports and dashboards that are used by the team and colleagues across ARD. Understand project management processes, and assist in managing projects and meetings across the team. Work with analysts to improve analytical tools that support the needs of the team. Manage an email inbox as the primary responder to common questions, quick changes in the database, and ad-hoc reporting requests. Delegate other inbox questions to the team as needed. Extract and analyze data to determine if staff are entering data efficiently and correctly. Run existing audits, recommend new audits to ensure prospect data is accurate and entered according to policy. Work with Information Engagement team to identify opportunities to improve or supplement training based on Prospect Management policy needs and data audits. Serve as the Prospect Management representative in the testing and development of new technology as needed. Serve as a liaison to assigned gift officer areas. Analyze and recommend Relationship Manager and Team Manager Assignments for prospects and suspects in assigned portfolios. Attend conferences, take classes and help develop stretch projects to increase the team's knowledge of reporting, data analysis and data visualization. Perform other duties as assigned. Seek opportunities for professional development that will enhance job performance, including building networks within the University and with colleagues at peer institutions.

Unit Education: Bachelor's degree or higher required.

Unit Experience: A minimum of two years of professional work experience required. Demonstrated experience interpreting data to inform business practices required. Demonstrated experience using analysis techniques and tools used to analyze and visualize complex data preferred. Experience in prospect tracking and prospect management preferred. Experience leading project teams or project meetings preferred. Public speaking experience preferred.

Unit Job Function Competencies: Applicants must be currently authorized to work permanently in the United States. A current resident of the Chicago area or willing to relocate to the Chicago area required. Strong verbal and writing skills, high attention to detail and follow-up, and excellent organizational skills required. Ability to manage confidential information with discretion and tact required. 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 Ellucian-Advance/Griffin, a Microsoft Windows computer environment, Microsoft Outlook, Word, Excel, PowerPoint and Access required. Strong leadership qualities, including the ability both to delegate and to execute, thereby leading by word and by example required. Ability to work collegially and collaboratively in a team setting required. An exceptional work ethic and track record of personal initiative required. Outstanding interpersonal and communications skills characterized by the ability to listen, to speak and to write well required. Flexibility and adaptability to new programs in an emerging and changing environment required. Willingness and ability to travel to campus and/or non-campus locations for University business required. Willingness and ability to work evenings and weekends required. Dress code of business or business casual attire required. Familiarity with at least one professional advancement membership-based organization (AASP, APRA, CASE) preferred. Understanding of the University of Chicago, its history, organization and modus operandi preferred.