at Loyola University Chicago in Chicago, Illinois, United States
Job Description
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Please see Special Instructions for more details.Loyola University Chicago
As one of the nation’s largest Jesuit, Catholic universities, Loyola University Chicago fosters a transformative cultural experience that honors diversity, equity, and inclusion. We are committed to not only recruiting, but also retaining a diverse, mission driven workforce and enabling a culture of inclusiveness in an environment that values service excellence, stewardship, personal well-being, and professional development for all of our employees. We actively seek those who wish to join our faculty, staff, and students in a community of diverse opinions, perspectives, and backgrounds supporting our Jesuit mission and striving toward the same goal of being persons for and with others.
+ With more than 4,000 employees at four different campuses, Loyola University Chicago strives for a diverse work environment that values service excellence, stewardship, personal well-being, and professional development.
+ Loyola University Chicago supports its employees with a wide array of benefits centered around health and wellness, financial security, and work-life balance. These included, but are not limited to, medical/dental/visions insurance, tuition remission and exchange programs for employees, legally domiciled adults, and/or their dependents, parental leave, housing assistance, and many other benefits.
+ The University offers an easy way to save for retirement through the Loyola University Chicago Defined Contribution Retirement Plan (DCRP), a 403(b) plan, with up to a 10% contribution.
+ Forbes recently recognized Loyola as a Best Employer for Diversity, Best Employer for Women, and Best Midsize Employer in 2022.
Position Details Position Details Job Title Research Analyst, Prospect Management & Research Position Number 8102238 Job Category University Staff Job Type Full-Time FLSA Status Exempt Campus Chicago-Water Tower Campus Department Name DEVELOPMENT & DONOR SERVICES Location Code DEVELOPMENT & DONOR SERVICES (03635A) Is this split and/or fully grant funded? No Duties and ResponsibilitiesEssential Duties and Responsibilities include the following.
Research and Prospecting:
+ Analyzes and documents complex information to assess financial capacity, philanthropic tendencies, giving propensity and linkages to campus. Extracts and records key information that informs cultivation and solicitation strategies.
+ Produces timely in-depth research, briefings, etc. on individuals, corporations, and foundations using a wide variety of biographical, organizational, and financial sources, including online database services, internet websites, library and government sources and other external repositories.
+ Proactively and independently identifies sources of leadership annual and major gift support both from within the existing CRM and using research techniques and electronic searching methodologies, combined with external sources, to develop a sufficient pool of potential prospects for campus wide fundraising initiatives.
+ Provides support for evaluative research activities related to the successful implementation, use, and deployment of data resulting from wealth screenings. Work as part of a team to ensure impactful use by frontline team of wealth screening results and other related research information.
+ Collaborates with supervisor on matters related to pool and pipeline prioritization and management. Ensures that prospect knowledge, including external ratings, interests and linkages acquired through research is preserved and maintained in a complex database system that is accessible to campus-wide fundraising staff to develop future cultivation strategies.
+ Proactively tracks and disseminates donor and prospect-related information. Monitor news and publicly-available financial information on prospects from SEC filings, press releases, and major newspapers.
+ Maintains strong knowledge of Loyola University Chicago’s programs, projects, personnel, and initiatives.
Collaboration and Training:
+ Works with the members of Advancement team to enhance the University’s efforts to build enduring relationships with constituents that result in constituents’ philanthropic support of Loyola.
+ Develops and maintains ongoing, collaborative relationships with Advancement staff particularly by serving as a subject matter expert with prospect research, wealth event and trends, industry trends, etc.
+ Trains users on donor-related data, processes, and protocols. Provides periodic refresher trainings to existing staff members.
Data:
+ Helps to oversee the timely and accurate entry of key prospect information (e.g. news articles about alumni, obituaries) into the Advance database, communicating this information to key stakeholders as necessary.
+ Maintains well organized, accurate and complete internal databases for use by all Advancement staff and assist with usage as needed.
+ Assists the Director of Prospect Management & Research and development staff with various data tasks, including (but not limited to) prospect coding, tracking, status monitoring, reporting, and the review of other dynamic information such as contact reports, strategy notes, etc.
Other:
+ Maintains proficiency with standard prospect research resources (electronic, print, and other) and stay abreast of new resources and technologies.
+ Stays current on research trends, as well as data management trends as they relate to prospect research, through conferences and other professional development opportunities.
+ Safeguards the confidentiality of constituent information at all times by adhering to ethical and confidentiality guidelines of the Foundation, University, and the Association of Professional Researchers for Advancement ( APRA ).
+ Performs additional duties and assist with special projects as assigned by supervisor.
Minimum Education and/or Work Experience- Bachelor’s Degree.
- Minimum requirements include knowledge and skills acquired through 5-7 years of work experience in a related job description.
Qualifications+ Proficiency in synthesizing material from multiple sources and presenting in a clear, logical, and coherent manner.
+ Demonstrated ability to effectively communicate, present information and respond to questions from internal and external stakeholders.
+ Demonstrated ability to review and audit database entries to ensure accuracy as well as detailed data processing.
+ Ability and willingness to learn new software programs and web-based applications with minimal guidance.
+ Ability to manage and prioritize multiple projects effectively and to communicate results in a timely and accurate manner.
+ Must be able to work under the pressure of time and frequent requests from multiple sources.
+ Demonstrated problem-solving skills.
Certificates/Credentials/Licenses Computer Skills+ Intermediate proficiency with Microsoft Office Suite, including Excel and Word. Advanced proficiency with Excel preferred.
+ Adept user of Internet, email, and other office automation systems.
+ The person in this role will be trained to advanced/expert proficiency on University systems.
+ Familiarity with prospect research resources including business and philanthropic publications and automated databases.
Supervisory Responsibilities No Required operation of university owned vehicles No Does this position require direct animal or patient contact? No Physical Demands Repet