Senior Analyst, Prospect Management

Location
Chicago
Posted
May 02, 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: Senior Analyst, Prospect Management: Develop reports, actionable analysis, and recommendations that improve fundraising results across ARD. Work with the Senior Associate Director to evaluate and execute on key team goals throughout the year. Manage cross-team projects aimed at understanding and delivering on pool, portfolio, and pipeline needs. Lead the team's efforts in setting targets for pools, portfolios, and pipelines to help fundraising team's across ARD reach their goals. Develop a suite of reports and dashboards to help the Prospect Management team assign top prospects to gift officer portfolios. Collaborate with the Prospect Research and Analytics team to develop processes that facilitate the movement of top potential donors into the right portfolios. Through these partnerships, develop creative cross-team projects that help to fill prospects gaps in pools, portfolios, and pipelines across ARD. Work with the Financial Analysis team to monitor our solicitation pipeline, and develop recommendations based on pipeline information to help improve the accuracy of our forecasts. Help to define and create a process for measuring the health of gift officer portfolios. Work closely with the Senior Associate Director to develop and document Prospect Management policy. Partner with the Information Engagement team to develop training and communication pieces related to policy. Communicate consistently and effectively on project work. Attend conferences, take classes, and help develop stretch projects to increase the team's knowledge of ideal portfolio sizes, distribution, and pool and portfolio management. 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 in nonprofit management, development, alumni relations, marketing, public relations or similar work required. Demonstrated experience interpreting data to inform business practices required. Demonstrated experience using analysis techniques and tools used to analyze and visualize complex data is 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. Demonstrated strong project management experience and skills preferred. Demonstrated outstanding analytical skills preferred. Ability to proactively identify potential problems and propose solutions preferred. Ability to thrive in an autonomous environment preferred. Ability to build beautiful and effective analyses that inspire action preferred. Ability to communicate and develop impactful feedback mechanisms for colleagues preferred. Ability to learn about fundraising, data analysis, and finding the right question preferred. Familiarity with communicating technical information in a clear and empathetic manner preferred.