Senior Prospect Management Analyst

Prospect Management

Prospect Management, as a component of Prospect Development, involves strategically managing donor portfolios, informing institutional fundraising strategy, and developing and maintaining reporting that enhance fundraising efficiency and success. 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 job acquire higher-level knowledge and skills. This role builds relationships with individual gift officers in order to optimize their portfolios and solicitation pipelines and with fundraising managers to develop unit-wide fundraising strategies. In addition to this client-services component, this role is also expected to develop reporting solutions, build effective data visualizations, and generate actionable insights using advanced institutional tools. We value potential as much as experience, and are seeking candidates who are eager to grow and excel in this dynamic field.

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.

Minimum Qualifications :

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

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

Preferred Qualifications :

Preferred Competencies :

Working Conditions :

Application Documents :

Job Family : Alumni Relations & Development

Role Impact : Individual Contributor

Scheduled Weekly Hours : 37.5

Pay Rate Type : Salary

FLSA Status : Exempt

Pay Range : $65,875.00 - $77,500.00

The included pay rate or range represents the University's good faith estimate of the possible compensation offer for this role at the time of posting.

Benefits Eligible : Yes

The University of Chicago offers a wide range of benefits programs and resources for eligible employees, including health, retirement, and paid time off. Information about the benefit offerings can be found in the Benefits Guidebook.

The University of Chicago is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, or expression, national or ethnic origin, shared ancestry, 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.

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.

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.

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