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University of Chicago · 2 months ago

Senior Prospect Management Analyst

Chicago, IL

Full-time

Hybrid

Mid, Senior Level

$66K/yr - $78K/yr

2+ years exp

The University of Chicago is a prestigious institution that engages a wide network of alumni and friends through various activities and fundraising efforts. The Senior Prospect Management Analyst will strategically manage donor portfolios, inform fundraising strategies, and develop reporting solutions to enhance fundraising efficiency and success. This role requires conducting research on potential donors and utilizing advanced data tools to generate actionable insights for the Advancement Office.

Higher Education

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 gift officers and staff manage their 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 gift 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 gift 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

Qualification

Data analysisSalesforceTableauBusiness ObjectsPythonStatistical understandingReport writingInterpersonal skillsCommunication skillsTeam collaborationSelf-motivation

Required

Minimum requirements include a college or university degree in related field

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

Conducts reviews focused on pools, portfolios, and pipelines to maximize fundraising potential

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 gift officers and staff manage their 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 gift 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 gift 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

Preferred

Bachelor's degree

Minimum of two years experience analyzing and synthesizing complex data sets

Demonstrated skill and knowledge of, or ability to learn quickly, the internal workings of the University as well as the technology tools available to Advancement, including Phoenix, the University's Salesforce Donor Relationship Management System, Tableau, and SAP BusinessObjects

Proficient in a Microsoft Windows computer environment

Produce highly readable, informative reports

Understanding of basic statistics

Make focused recommendations to business leaders

Expertise with a variety of analytical and database software

Solid analytics skills

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

Benefits

The University of Chicago offers a wide range of benefits programs and resources for eligible employees, including health, retirement, and paid time off.

Company

University of Chicago

Glassdoor4.2

One of the world’s great intellectual destinations, the University of Chicago empowers scholars and students to ask tough questions, cross disciplinary boundaries, and challenge conventional thinking to enrich human life around the globe.

Founded in 1890

Chicago, Illinois, USA

10001+ employees