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 executive staff, 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 and Writing
- 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 and 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, charitable foundation 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 an 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.
Client Service and Project Management
- Receive prospect research requests from clients, managers and Prospect Research 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.
Prospect Management and Information
- 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.
- As needed, answer and direct questions regarding prospect management, and participate in regular portfolio reviews with Prospect Managers.
- 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 (CATracks) database, the OnBase 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 and new leads reporting.
- Participate in testing and review of reports and functionality related to the CATracks database, Business Intelligence (BI) Tool, OnBase document management system and/or other tools and systems.
- 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 CATracks reports 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.
- Perform related duties and assist with departmental projects as assigned.
- Supervise or provide work direction for contract, part-time, temporary, and/or work-study employees as needed.
Performs other duties as assigned.
- Successful completion of a full 4-year course of study in an accredited college or university leading to a bachelor's or higher degree; OR appropriate combination of education and experience.
Minimum Competencies: (Skills, knowledge, and abilities.)
- Demonstrated creative and flexible research skills, including the ability to analyze, interpret, summarize and present information effectively.
- Skilled in reading and interpreting financial documents and information, including SEC documents/filings, thorough knowledge of financial terms, vehicles and types of transactions, as well as investment funds and strategy, and the finance, investment and alternative investment industries.
- Well-developed interpersonal skills including the ability to function well in a multiple-team environment, ability to prioritize and work independently, responsibly, and meet deadlines. Excellent oral and face-to-face communication skills, as well as the ability to consistently produce concise, professional written communications. Ability to interact effectively with all levels of staff, including executive level clients.
- Experience and references demonstrating scrupulous accuracy and attention to detail, including professional/business writing proficiency, as well as the ability to exercise sound, independent judgment and follow established protocols and procedures.
- Advanced general knowledge and exceptional skills and experience using the MS Office suite of applications (especially Word, Excel and Outlook) demonstrated ability to use online resources and databases creatively and effectively.
- Commitment to professional ethics, ability to apply an ethical code and good judgment; must be able to handle confidential materials and situations with sensitivity and discretion.
- Demonstrate Level II competencies in the following areas of the Prospect Research domain of the Body of Knowledge for Prospect Development Professionals (http://www.aprahome.org/p/cm/ld/fid=493): Prospect Research Essentials; Financial Capacity Evaluation and Wealth Indicators; Prospect Interests and Networks/Relationships; Research Checklist and Written and Verbal Skills; and Organization and Fundraising Knowledge.
Preferred Qualifications: (Education and experience)
- Work experience in a fundraising or nonprofit environment.
- Advanced degree in a relevant area of study.
- Experience using the Ellucian Advance database system.
Preferred Competencies: (Skills, knowledge, and abilities)
- Experience accurately interpreting donors’ giving information and presenting it in research products.
- Experience with SQL and Tableau visualization software.
- Reading/writing fluency in one or more world languages in addition to English.
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.
Date Posted: 11/11/2016