Alumni Relations and Development at Northwestern University is dedicated to advancing the mission of Northwestern University as a premier research and teaching institution. Guided by the University’s strategic priorities, we nurture lifelong, mutually beneficial relationships with alumni, parents, friends, and organizations that result in volunteer engagement and philanthropic support. We seek to employ a diverse range of people who understand the importance of our mission and vision. When you consider a career at Northwestern University, you know that you are joining an institution with a deep history of academic, professional and personal excellence.
The Prospect Information Analyst is an information professional with responsibility for conducting in-depth biographical and financial research, and assessing individual wealth and philanthropic capacity using a variety of sources and advanced techniques. As a member of the Prospect Research and Management (PRM) team within Northwestern University’s Alumni Relations and Development (ARD) department, s/he produces thorough, well-written reports and briefing materials for use by major gift officers, executive staff, and other University leaders and volunteers, and discovers and interprets assets to accurately evaluate philanthropic capacity. In addition to providing prospect research that enhances the top levels of Northwestern University’s pool of prospective individual donors, the Prospect Information Analyst also plays a key role in curating and maintaining accurate and useful prospect data for the division.
Excellent organizational, analytical, writing and interpersonal communication skills are fundamental for this position. Curiosity, imagination, persistence and a commitment to the highest standards of quality, timeliness and confidentiality are essential.
Research & Documents
Conduct in-depth research to produce detailed profiles on the university’s top individual donors and prospective donors:
Conduct detailed biographical, business and financial research on individuals and their related organizations using online resources, in-house development databases and files, and other sources.
Gain and maintain proficiency in the use of all available internal and external information resources, including the Ellucian Advance (CATracks) database, the OnBase document imaging system and various software application tools and external databases.
Write narrative profiles and other briefing materials for use by executive leadership, other University staff and volunteers.
Exercise appropriate judgment and discretion in gathering facts and formulating analysis.
Proofread, edit and prepare written products to ensure consistent clarity and integrity.
Wealth & Asset Assessment
Find and interpret wealth/financial information to assess individuals’ philanthropic gift capacity:
Identify, analyze and accurately interpret a variety of financial documents and information, including SEC documents, IRS filings, real estate and financial records, private company records and annual/financial reports.
Search and monitor news and other online sources to obtain information regarding philanthropic gifts to other organizations, and financial, family or life events that may affect individuals’ ability or propensity to support Northwestern University.
Assign, update or confirm appropriate prospect capacity levels on new or existing prospects.
Compile accurate summaries of gift capacity within research profiles, as well as part of large or ongoing qualification projects.
Receive prospect research requests from clients, managers and Prospect Consultants; provide input to determine the feasibility of research requests and special projects, and to negotiate project deadlines and scope of work when necessary:
Independently manage own workload and priorities, ensuring that all deadlines are met with quality products.
Provide ad hoc research on specific biographical or financial information relating to individuals, as requested or as part of ongoing projects.
Play a key role in ARD prospect management and information management functions:
Serve as an expert on Northwestern University’s Prospect Management Policies and Procedures.
Demonstrate a solid, detailed knowledge of the University’s prospect pool, prospect management business processes, and the proper use and function of prospect information in the database when conducting prospect identification and research activities.
Generate and maintain accurate, useful prospect information for the division:
Accurately and efficiently obtain information from both internal and external sources, including the Ellucian Advance database, the document imaging system and various software application tools and external databases.
Compile data and documentation gathered in the course of research; ensure that it is distributed, organized and archived properly. Notify data entry staff regarding new or updated biographical information; notify appropriate ARD staff immediately regarding high-level or time sensitive information.
Identify and pursue opportunities to streamline the delivery or accessibility of information. As needed, assist with the distribution of regular prospect information reports, such as daily e-mail information pushes.
Safeguard the confidentiality of constituent information at all times; uphold ARD policies regarding confidential information. Adhere to ethical and confidentiality guidelines of both Northwestern University and the Association of Professional Researchers for Advancement (APRA).
Participate in the planning and execution of departmental or divisional projects as a team member. Represent the department as a member of internal and University committees as needed.
Orient ARD staff to the research and prospect information resources offered by the PRM team; train them on the proper and efficient use of internal research resources. Assist ARD colleagues in accessing information, requesting research and tracking prospects.
Maintain awareness of issues within the development profession, and of the goals and activities of Northwestern University and its peer institutions. Pursue ongoing professional development through participation in meetings, conferences, and related training opportunities offered by vendors, the University and professional organizations.
Performs other duties as assigned.
Bachelor’s Degree or appropriate combination of education and experience.
2 or more years of relevant experience.
Collaboration - Facilitates open and effective communication, cooperation and teamwork within and outside of one's own team.
Collegiality - Helpful, respectful, approachable; builds strong working relationships and a positive work environment.
Communication - Communicates strategically to achieve specific objectives using varied vehicles and opportunities.
Critical and analytical thinking - Uses logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Customer & personal service - Assesses customer needs; meets quality standards for services; evaluates customer satisfaction.
Ethics and integrity - Incorporates honesty, respect and fairness in daily actions.
Judgment; decision making; discretion - Considers the relative costs and benefits of potential actions to choose the most appropriate one.
Meets deadlines - Displays consistency and success in adhering to deadlines.
Multi-tasking - Demonstrates ability to work on multiple projects simultaneously.
Organization - Plans, organizes and schedules in an efficient, productive manner; anticipates contingencies and pays attention to detail.
Team player - Seeks to build collaboration by encouraging trust, mutual respect and shared purpose among various participants in an engagement.
As per Northwestern University policy, this position requires a criminal background check. Successful applicants will need to submit to a criminal background check prior to employment.
Northwestern University is an Equal Opportunity, Affirmative Action Employer of all protected classes, including veterans and individuals with disabilities. Women, racial and ethnic minorities, individuals with disabilities, and veterans are encouraged to apply. Hiring is contingent upon eligibility to work in the United States.
Northwestern University is a major private research university with 12 academic divisions located on three campuses in Evanston, Chicago, and Education City in Doha, Qatar. We have approximately 2,500 full-time faculty members, 17,000 graduate and undergraduate students, and over 5,700 full and part-time staff. Northwestern University combines innovative teaching and pioneering research in a highl...y collaborative environment. It provides students and faculty exceptional opportunities for intellectual, personal and professional growth.