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-$4.9M) and Principal ($5M+) Gift prospects. They conduct prospect research on individual prospects and donors, including capacity ratings and other materials to support frontline development officers' cultivation, solicitation, and stewardship efforts. They also identify leads for all frontline teams. In addition, the Associate Director initiates and/or leads prospect research and pool expansion projects, identifying the stakeholders and resources needed for completion.

Responsibilities

• 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 Chicago Booth.
• Identifies new prospects in order to grow the Chicago Booth prospect pool and participate in strategic prospect identification projects.
• Assists in building out Midwest prospect pool to enhance major gifts portfolios. Acts as team expert on Midwest prospects and distribution of leads to frontline staff.
• Assists in the creation, maintenance, and refreshing of portfolios for regionally aligned frontline staff.
• Leads the creation and systematization of prospect pools for Booth centers, initiatives with a focus on Rustandy, CAAI, Stigler, Davis, Kilts, Roman Family Center for Decision Research, and Healthcare, and other priorities as needed. Collaborates with gift officers to clarify potential criteria for prospect pool, and creates processes and support documentation for future clarification of pool makeup. Provides data deliverables as needed in order to serve project goals.
• Manages the Top Prospect List project in conjunction with the Reunions team. Develops a list of top prospects that are in their reunion years, creates timelines, understands and manages expectations from project partners, pulls information from Salesforce, performs research, communicates about project status and findings, and delivers the final list of tiered top prospects in reunion years. Makes process improvements based on feedback from Reunion team members as well as system and process needs.
• Demonstrates an understanding of the data available in the University’s constituent database, how to maintain prospect research data, the data process and structures and how to report on data for Prospect Research projects.
• Participates in training of new Advancement staff on working with Prospect Research. Makes recommendations on how training can be refined based on personal observations.
• Stays current on industry trends and practices through associations, professional networks, and other sources.
• Develops and demonstrates skill in reading and interpreting complex documents, including regulatory filings, and profici