The University of Chicago Booth School of Business
Assistant Director, Prospect Research and Management
The University of Chicago Booth School of Business, Chicago, Illinois, United States, 60290
Assistant Director, Prospect Research and Management
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Department
Booth Advancement: Prospect Management 2
About The Department
The 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.
For more information about the University of Chicago Booth School of Business, please visit: http://www.chicagobooth.edu/.
Job Summary The Assistant Director, Prospect Research and Management at the University of Chicago, Booth School of Business and plays a crucial role in supporting fundraising and engagement efforts. This role is a strategic partner who contributes to the success of the division through the implementation of day-to-day processes in all areas related to prospect research and management. As the role has both prospect research and prospect management responsibilities, it assists in creating a robust donor pipeline, informing donor strategies through research and data deliverables, and executing research and portfolio management requests. The Assistant Director will engage their manager, fundraising and engagement partners, and advancement services colleagues across Chicago Booth and the University to successfully achieve their goals and meet expectations.
Responsibilities
Identifies new prospects in order to grow the Booth prospect pool through day-to-day prospecting and screening protocols, participating in strategic prospect identification projects when necessary.
Uses electronic and print resources to develop and synthesize information on prospects to produce clear and actionable research including background, career, financial capacity, philanthropic interests, and nature of relationship to the University and Chicago Booth.
Develops and demonstrates skill in reading and interpreting complex documents, including regulatory filings, and proficiency in terms used in the financial services industry.
Executes prospect research cases and assigns requests primarily from front line staff in accordance with team guidelines and standards.
Builds and maintains a suite of data audit reports to ensure accurate reporting out of the alumni database and the associated data maintenance within the database.
Creates reports and provides key observations on prospect research and management related objects including the prospect pool, solicitation activity, visits, capacity ratings, and other prospect data.
Provides prospect recommendations for gift officer portfolio building and management.
Works collaboratively with other members of the Research and Prospect Management team, fundraisers, and senior staff to implement prospect research and management functions to ensure an efficient prospect cycle for the Booth prospect pool.
Demonstrates an understanding of the data available in the University’s constituent database including prospect research and management entry and maintenance.
Participates in regular Booth Advancement training sessions focusing on prospect data functions and policies.
Contributes to team goals toward achieving overall department objectives.
Conducts prospect research, prospect management, strategic planning and market research on prospects and donors.
Develops, maintains, and updates information on new and existing prospects, solving problems as they arise.
Performs other related work as needed.
Education Minimum requirements include a college or university degree in a related field.
Bachelor’s degree.
Minimum Qualifications 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
Bachelor’s degree.
Demonstrated proficiency with MS Office (Word, Excel, PowerPoint, and Outlook).
Preferred Competencies
Outstanding verbal, written, and presentation skills, as well as organizational skills.
Work independently with little supervision; possess a self‑motivated disposition; identify opportunities for improvement and recommend effective changes, all while achieving key objectives resulting in desired outcomes.
Professional demeanor, including tact, discretion, and a customer service‑oriented approach.
Work on multiple projects simultaneously, set priorities, and meet short deadlines.
Strong attention to detail.
Strong commitment to customer service and work well with and through others.
Scrupulous attention to matters of discretion and confidentiality.
Superior verbal and written communication skills and the demonstrated ability to articulate complex ideas clearly, accurately, and concisely.
Working Conditions
This position is currently expected to work a minimum three days per week in the office.
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)
Job Family Alumni Relations & Development
Role Impact Individual Contributor
Scheduled Weekly Hours 37.5
Drug Test Required No
Health Screen Required No
Motor Vehicle Record Inquiry Required No
Pay Rate Type Salary
Pay Range $52,000.00 - $67,000.00
Benefits Eligible Yes
Posting Statement 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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Department
Booth Advancement: Prospect Management 2
About The Department
The 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.
For more information about the University of Chicago Booth School of Business, please visit: http://www.chicagobooth.edu/.
Job Summary The Assistant Director, Prospect Research and Management at the University of Chicago, Booth School of Business and plays a crucial role in supporting fundraising and engagement efforts. This role is a strategic partner who contributes to the success of the division through the implementation of day-to-day processes in all areas related to prospect research and management. As the role has both prospect research and prospect management responsibilities, it assists in creating a robust donor pipeline, informing donor strategies through research and data deliverables, and executing research and portfolio management requests. The Assistant Director will engage their manager, fundraising and engagement partners, and advancement services colleagues across Chicago Booth and the University to successfully achieve their goals and meet expectations.
Responsibilities
Identifies new prospects in order to grow the Booth prospect pool through day-to-day prospecting and screening protocols, participating in strategic prospect identification projects when necessary.
Uses electronic and print resources to develop and synthesize information on prospects to produce clear and actionable research including background, career, financial capacity, philanthropic interests, and nature of relationship to the University and Chicago Booth.
Develops and demonstrates skill in reading and interpreting complex documents, including regulatory filings, and proficiency in terms used in the financial services industry.
Executes prospect research cases and assigns requests primarily from front line staff in accordance with team guidelines and standards.
Builds and maintains a suite of data audit reports to ensure accurate reporting out of the alumni database and the associated data maintenance within the database.
Creates reports and provides key observations on prospect research and management related objects including the prospect pool, solicitation activity, visits, capacity ratings, and other prospect data.
Provides prospect recommendations for gift officer portfolio building and management.
Works collaboratively with other members of the Research and Prospect Management team, fundraisers, and senior staff to implement prospect research and management functions to ensure an efficient prospect cycle for the Booth prospect pool.
Demonstrates an understanding of the data available in the University’s constituent database including prospect research and management entry and maintenance.
Participates in regular Booth Advancement training sessions focusing on prospect data functions and policies.
Contributes to team goals toward achieving overall department objectives.
Conducts prospect research, prospect management, strategic planning and market research on prospects and donors.
Develops, maintains, and updates information on new and existing prospects, solving problems as they arise.
Performs other related work as needed.
Education Minimum requirements include a college or university degree in a related field.
Bachelor’s degree.
Minimum Qualifications 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
Bachelor’s degree.
Demonstrated proficiency with MS Office (Word, Excel, PowerPoint, and Outlook).
Preferred Competencies
Outstanding verbal, written, and presentation skills, as well as organizational skills.
Work independently with little supervision; possess a self‑motivated disposition; identify opportunities for improvement and recommend effective changes, all while achieving key objectives resulting in desired outcomes.
Professional demeanor, including tact, discretion, and a customer service‑oriented approach.
Work on multiple projects simultaneously, set priorities, and meet short deadlines.
Strong attention to detail.
Strong commitment to customer service and work well with and through others.
Scrupulous attention to matters of discretion and confidentiality.
Superior verbal and written communication skills and the demonstrated ability to articulate complex ideas clearly, accurately, and concisely.
Working Conditions
This position is currently expected to work a minimum three days per week in the office.
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)
Job Family Alumni Relations & Development
Role Impact Individual Contributor
Scheduled Weekly Hours 37.5
Drug Test Required No
Health Screen Required No
Motor Vehicle Record Inquiry Required No
Pay Rate Type Salary
Pay Range $52,000.00 - $67,000.00
Benefits Eligible Yes
Posting Statement 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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