Associate Director, Prospect Research

Department

Booth Advancement: Prospect Management 3

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.

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 Summary

The Associate Director, Prospect Research, is part of a prospect research team responsible for increasing the size and quality of the Chicago Booth prospect pool, with an emphasis placed on high-level Major ($100K-$9.9M) and Principal ($10M+) Gift prospects. The Associate Director conducts prospect research on individual prospects and donors, including capacity ratings and other materials to support frontline development officers’ cultivation, solicitation, and stewardship efforts. In addition, the Associate Director initiates and leads prospect research and pool expansion projects, including prospect wealth screening projects to generate leads for leadership annual giving, individual giving, and principal giving. They also serve as the due diligence lead for the prospect research team by ensuring strict compliance with processes and timelines. Lastly, they assist with technology projects as it relates to the University’s constituent database including scoping and testing of prospect research objects and vendor integrations.

Responsibilities

• 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 their relationship to the University and Chicago Booth.
• Identifies new prospects in order to grow the Chicago Booth prospect pool, participates in strategic prospect identification projects, and assists with regional portfolio building projects.
• Leads regular wealth screening projects by preparing data sets, coordinating with vendors, and distributing leadership annual and major gifts prospects based on portfolio needs and organizational objectives. Consistent documentation and ongoing evaluation of processes to refine quality of leads generated required.
• Leads the prospect research team’s due diligence program and process in collaboration with university partners. Proactively completes due diligence screens on upcoming solicitations, assists with ad-hoc reputational risks requests, and communicates with key stakeholders in a timely and proactive manner to ensure compliance.
• Assists the Director of Prospect Development and Campaign Management with scoping and testing various prospect research technology projects related to the CRM including upgrades to various data fields and reports, conversion of data objects, integrations of vendor tools, etc.
• Participates in and creates materials for training of new Advancement staff on working with Prospect Research as well as make recommendations on how training can be refined.
• Demonstrates an understanding of the data available in the University’s constituent database including prospect research and prospect management data entry and maintenance.
• Develops and demonstrates skill in reading and interpreting complex documents, including regulatory filings, and proficiency in terms used in the financial services industry.
• Stays current on industry trends