Senior Analyst, Prospect Management | University of Chicago (UC) - Military Veterans
at Herc- Greater Chicago
Location: Chicago, IL Job Description: 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. Preferred Qualifications Education: Bachelors 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) The University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, status as an individual with a disability, protected 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 the Applicant Inquiry Form. 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: 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.
Chicago, IL
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