Research Analyst, Prospect Management & Research
Loyola University Chicago is a prominent Jesuit institution recognized for its academic excellence and community engagement. They are seeking a Research Analyst to perform extensive research and identify potential philanthropic donors to support the university's fundraising initiatives.ResponsibilitiesAnalyzes 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 strategiesProduces timely in-depth research, profiles, 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 repositoriesProactively 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 initiativesProvides 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 informationCollaborates 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 strategiesProactively tracks and disseminates donor and prospect-related information. Monitor news and publicly available financial information on prospects from SEC filings, press releases, and major newspapersMaintains strong knowledge of Loyola University Chicago’s programs, projects, personnel, and initiativesWorks with members of the Advancement team to enhance the University’s efforts to build enduring relationships with constituents that result in constituents’ philanthropic support of LoyolaDevelops 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, etcTrains users on donor-related data, processes, and protocols. Provides periodic refresher trainings to existing staff membersPerforms timely and accurate entry of key prospect information (e.g., news articles about alumni, obituaries) into the Kindsight ascend database, communicating this information to key stakeholders as necessaryMaintains well-organized, accurate, and complete internal databases for use by all Advancement staff and assists with usage as neededAssists 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, etcMaintains proficiency with standard prospect research resources (electronic, print, and other) and stays abreast of new resources and technologiesStays current on research trends, as well as data management trends, as they relate to prospect research, through conferences and other professional development opportunitiesSafeguards 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 assists with special projects as assigned by supervisorSkillsBachelor's DegreeOne to three years of experience in a development setting at a non-profit, library research setting, or information-related fieldProficiency in synthesizing material from multiple sources and presenting in a clear, logical, and coherent mannerDemonstrated ability to effectively communicate, present information, and respond to questions from internal and external stakeholdersDemonstrated ability to review and audit database entries to ensure accuracy, as well as detailed data processingAbility and willingness to learn new software programs and web-based applications with minimal guidanceAbility to manage and prioritize multiple projects effectively and to communicate results in a timely and accurate mannerMust be able to work under the pressure of time and frequent requests from multiple sourcesDemonstrated problem-solving skillsCompany OverviewA private Jesuit research university in Chicago, Illinois It was founded in 1870, and is headquartered in Chicago, Illinois, US, with a workforce of 1001-5000 employees. Its website is http://LUC.edu.
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