The University of Chicago
Senior Associate Director, Prospect Research
The University of Chicago, Chicago, Illinois, United States, 60290
DepartmentBooth Advancement: Prospect Management
About the DepartmentThe University of Chicago Booth School of Business is the second-oldest business school in the U.S. and second to none when it comes to influencing business education and business practices. Since 1898, the school has produced ideas and leaders that shape the world of business. Their rigorous, discipline-based approach to business education transforms students into confident, effective, respected business leaders prepared to face the toughest challenges.
Chicago Booth has the finest set of facilities of any business school in the world. Each of the four campuses (two in Chicago, one in London, and one in Hong Kong) reflects the architectural traditions of its environs while offering a state-of-the-art learning environment.
Chicago Booth is proud to claim:
an unmatched faculty.
degree and open enrollment programs offered on three continents.
a global body of nearly 56,000 accomplished alumni.
strong and growing corporate relationships that provide a wealth of lifelong career opportunities.
As part of the world-renowned University of Chicago, Chicago Booth shares the University's core values that shape the distinctive intellectual culture. At Booth, they constantly question and test ideas, and seek proof. This extraordinarily effective approach to business leads to new ideas and innovative solutions. Seven of the Booth faculty members have won Nobel Prizes for these ideas - the first business school to achieve this accomplishment.
For more information about the University of Chicago Booth School of Business, please visit:
http://www.chicagobooth.edu/ .
Job SummaryThe Senior Associate Director, Prospect Research manages a prospect research team responsible for increasing the size and quality of the prospect pool, with an emphasis placed on high-level Major ($100K-$4.9M) and Principal ($5M+) Gift prospects. They work in close partnership with the Director, Prospect Development and Campaign Management to guide overall prospect research strategy.
The Senior Associate Director manages and conducts prospect research on individual prospects and donors, including wealth-related insights produced for the dean, deputy deans, and other senior leaders, and capacity ratings and other materials to support frontline development officers’ cultivation, solicitation, and stewardship efforts. They maintain best practice methodologies for research techniques and process documentation.
Responsibilities
Provides program leadership for the Prospect Research Team including coaching of team members and creation and execution of projects and processes.
Supervises the execution of all prospects related to prospect research including prospect identification, capacity ratings, and wealth screening projects.
Facilitates the execution of the wealth and capacity portion of briefing materials on individual prospects for the dean, deputy deans, and other Booth senior leaders for advancement-related meetings.
Supervises, manages, and mentors two Senior Assistant Directors, Prospect Research, strategically identifying daily tasks, projects, and professional development in collaboration with the Director, Prospect Development and Campaign.
Works collaboratively with other members of the Advancement Operations Teams, fundraisers, and senior staff to implement prospect research strategies and identify specific research needs.
Uses electronic and print resources to develop and synthesize information on prospects to produce clear profiles including background, career, financial capacity, philanthropic interests, and nature of their relationship to the University and Booth.
Identifies new prospects in order to grow the Booth prospect pool, participating in strategic prospect identification projects as well as prospect strategy meetings when necessary.
Stays current on industry trends and practices through associations, professional colleagues, and other sources. Implements said trends to ensure that the team remains at the forefront of innovative and best practices.
Develops and demonstrates skill in reading and interpreting complex documents, including regulatory filings, and proficiency in terms used in the financial services industry.
Serves as a point of contact to Office of Advancement staff on prospect research protocols and products.
Liaise with University Alumni Relations and Development counterparts on prospect research-related projects.
Manages the process for ensuring that prospect research data is maintained in the database of record.
Contributes to high-level strategy discussions around the prospect pool.
Contributes to team goals toward achieving overall department objectives.
Has a deep understanding of prospect research, prospect management, strategic planning and market research on donors prospects.
Provides guidance to research analysts, train staff members on fundraising, report writing, and research.
Performs other related work as needed.
Minimum QualificationsEducation:Minimum requirements include a college or university degree in a related field.
Work Experience:Minimum requirements include knowledge and skills developed through 5-7 years of work experience in a related job discipline.
Preferred QualificationsEducation:
Bachelor’s degree.
Experience:
A minimum five years of industry experience in prospect research.
A minimum two years of management experience.
Background at an institution of higher education.
Technical Skills or Knowledge:
Proficiency with fundraising databases such as Salesforce.
Accomplished in prospect research tools and applications such as iWave, LexisNexis, Aidentified, Pitchbook.
Proficiency with the Windows environment and standard MS Office suite.
Preferred Competencies
Motivate, lead, set objectives for, and manage the performance of a team.
Self-motivated and work well with and through others.
Work on multiple projects simultaneously, set priorities, and meet short deadlines.
Superior verbal and written communication skills and the demonstrated ability to articulate complex ideas clearly, accurately, and concisely.
Knowledge of current trends in fundraising and alumni relations, including benchmarking and metrics.
Strong attention to detail.
Strong commitment to customer service.
Scrupulous attention to matters of discretion and confidentiality.
Working Conditions
This position is currently expected to work a hybrid schedule.
Travel to campus and/or non-campus locations for University business.
Work evenings and weekends on occasion.
Application Documents
Resume/CV (required)
Cover Letter (required)
When applying, the document(s) MUST be uploaded via the My Experience page, in the section titled Application Documents of the application.
Job FamilyAlumni Relations & Development
Role ImpactIndividual Contributor
FLSA StatusExempt
Pay FrequencyMonthly
Scheduled Weekly Hours37.5
Benefits EligibleYes
Drug Test RequiredNo
Health Screen RequiredNo
Motor Vehicle Record Inquiry RequiredNo
Posting StatementThe University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, national or ethnic origin, 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.
AccommodationsStaff 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.
We seek a diverse pool of applicants who wish to join an academic community that places the highest value on rigorous inquiry and encourages a diversity of perspectives, experiences, groups of individuals, and ideas to inform and stimulate intellectual challenge, engagement, and exchange.
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.
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:
http://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.
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About the DepartmentThe University of Chicago Booth School of Business is the second-oldest business school in the U.S. and second to none when it comes to influencing business education and business practices. Since 1898, the school has produced ideas and leaders that shape the world of business. Their rigorous, discipline-based approach to business education transforms students into confident, effective, respected business leaders prepared to face the toughest challenges.
Chicago Booth has the finest set of facilities of any business school in the world. Each of the four campuses (two in Chicago, one in London, and one in Hong Kong) reflects the architectural traditions of its environs while offering a state-of-the-art learning environment.
Chicago Booth is proud to claim:
an unmatched faculty.
degree and open enrollment programs offered on three continents.
a global body of nearly 56,000 accomplished alumni.
strong and growing corporate relationships that provide a wealth of lifelong career opportunities.
As part of the world-renowned University of Chicago, Chicago Booth shares the University's core values that shape the distinctive intellectual culture. At Booth, they constantly question and test ideas, and seek proof. This extraordinarily effective approach to business leads to new ideas and innovative solutions. Seven of the Booth faculty members have won Nobel Prizes for these ideas - the first business school to achieve this accomplishment.
For more information about the University of Chicago Booth School of Business, please visit:
http://www.chicagobooth.edu/ .
Job SummaryThe Senior Associate Director, Prospect Research manages a prospect research team responsible for increasing the size and quality of the prospect pool, with an emphasis placed on high-level Major ($100K-$4.9M) and Principal ($5M+) Gift prospects. They work in close partnership with the Director, Prospect Development and Campaign Management to guide overall prospect research strategy.
The Senior Associate Director manages and conducts prospect research on individual prospects and donors, including wealth-related insights produced for the dean, deputy deans, and other senior leaders, and capacity ratings and other materials to support frontline development officers’ cultivation, solicitation, and stewardship efforts. They maintain best practice methodologies for research techniques and process documentation.
Responsibilities
Provides program leadership for the Prospect Research Team including coaching of team members and creation and execution of projects and processes.
Supervises the execution of all prospects related to prospect research including prospect identification, capacity ratings, and wealth screening projects.
Facilitates the execution of the wealth and capacity portion of briefing materials on individual prospects for the dean, deputy deans, and other Booth senior leaders for advancement-related meetings.
Supervises, manages, and mentors two Senior Assistant Directors, Prospect Research, strategically identifying daily tasks, projects, and professional development in collaboration with the Director, Prospect Development and Campaign.
Works collaboratively with other members of the Advancement Operations Teams, fundraisers, and senior staff to implement prospect research strategies and identify specific research needs.
Uses electronic and print resources to develop and synthesize information on prospects to produce clear profiles including background, career, financial capacity, philanthropic interests, and nature of their relationship to the University and Booth.
Identifies new prospects in order to grow the Booth prospect pool, participating in strategic prospect identification projects as well as prospect strategy meetings when necessary.
Stays current on industry trends and practices through associations, professional colleagues, and other sources. Implements said trends to ensure that the team remains at the forefront of innovative and best practices.
Develops and demonstrates skill in reading and interpreting complex documents, including regulatory filings, and proficiency in terms used in the financial services industry.
Serves as a point of contact to Office of Advancement staff on prospect research protocols and products.
Liaise with University Alumni Relations and Development counterparts on prospect research-related projects.
Manages the process for ensuring that prospect research data is maintained in the database of record.
Contributes to high-level strategy discussions around the prospect pool.
Contributes to team goals toward achieving overall department objectives.
Has a deep understanding of prospect research, prospect management, strategic planning and market research on donors prospects.
Provides guidance to research analysts, train staff members on fundraising, report writing, and research.
Performs other related work as needed.
Minimum QualificationsEducation:Minimum requirements include a college or university degree in a related field.
Work Experience:Minimum requirements include knowledge and skills developed through 5-7 years of work experience in a related job discipline.
Preferred QualificationsEducation:
Bachelor’s degree.
Experience:
A minimum five years of industry experience in prospect research.
A minimum two years of management experience.
Background at an institution of higher education.
Technical Skills or Knowledge:
Proficiency with fundraising databases such as Salesforce.
Accomplished in prospect research tools and applications such as iWave, LexisNexis, Aidentified, Pitchbook.
Proficiency with the Windows environment and standard MS Office suite.
Preferred Competencies
Motivate, lead, set objectives for, and manage the performance of a team.
Self-motivated and work well with and through others.
Work on multiple projects simultaneously, set priorities, and meet short deadlines.
Superior verbal and written communication skills and the demonstrated ability to articulate complex ideas clearly, accurately, and concisely.
Knowledge of current trends in fundraising and alumni relations, including benchmarking and metrics.
Strong attention to detail.
Strong commitment to customer service.
Scrupulous attention to matters of discretion and confidentiality.
Working Conditions
This position is currently expected to work a hybrid schedule.
Travel to campus and/or non-campus locations for University business.
Work evenings and weekends on occasion.
Application Documents
Resume/CV (required)
Cover Letter (required)
When applying, the document(s) MUST be uploaded via the My Experience page, in the section titled Application Documents of the application.
Job FamilyAlumni Relations & Development
Role ImpactIndividual Contributor
FLSA StatusExempt
Pay FrequencyMonthly
Scheduled Weekly Hours37.5
Benefits EligibleYes
Drug Test RequiredNo
Health Screen RequiredNo
Motor Vehicle Record Inquiry RequiredNo
Posting StatementThe University of Chicago is an Affirmative Action/Equal Opportunity/Disabled/Veterans and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, national or ethnic origin, 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.
AccommodationsStaff 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.
We seek a diverse pool of applicants who wish to join an academic community that places the highest value on rigorous inquiry and encourages a diversity of perspectives, experiences, groups of individuals, and ideas to inform and stimulate intellectual challenge, engagement, and exchange.
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.
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:
http://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.
#J-18808-Ljbffr