Prospect Analyst

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Prospect Analyst

University Overview

The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader in education, research, and innovation. This historic, Ivy League school consistently ranks among the top 10 universities in the annual U.S. News & World Report survey. Penn has 12 highly-regarded schools that provide opportunities for undergraduate, graduate and continuing education, all influenced by Penn's distinctive interdisciplinary approach to scholarship and learning. As an employer Penn has been ranked nationally on many occasions with the most recent award from Forbes who named Penn one of America's Best Employers By State in 2021.

Penn offers a unique working environment within the city of Philadelphia. The University is situated on a beautiful urban campus, with easy access to a range of educational, cultural, and recreational activities. With its historical significance and landmarks, lively cultural offerings, and wide variety of atmospheres, Philadelphia is the perfect place to call home for work and play.

The University offers a competitive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more.

COVID-19 vaccination is a requirement for all positions at the University of Pennsylvania. New hires are expected to be fully vaccinated before beginning work at the University. For more information about Penn's vaccine requirements and the use of Penn Open Pass, visit the Penn COVID-19 Response website for the latest information.

Posted Job Title
Prospect Analyst

Job Profile Title
Prospect Researcher

Job Description Summary
The Prospect Analyst identifies actionable prospects to support the Advancement goals of the University of Pennsylvania. Actionable is defined as positive post prospect research outcomes such as visits, asks and gifts. This position requires a demonstrated ability to employ a wide variety of research tools to gather wealth indicators and philanthropic behavior and inclination. The Prospect Analyst must embrace the use of analytic tools including BI (Business Information) dashboards, statistical models and machine learning to strategically segment the University's prospect pool and identify prospects with the highest likelihood of establishing a philanthropic relationship with the University.

The Prospect Analyst produces research on a requested and proactive basis and will need to identify the appropriate research products based on a prospect's relationship status with the University. Research products include prospect lead memos, discovery profiles and leadership prospect reports. The Prospect Analyst must be able to gather large amounts of intelligence on a prospect and synthesize it into a clear and concise format for fundraisers. In addition, the Prospect Analyst will focus on identifying philanthropic history and demonstrated interest areas to drive the recommendation of prospects to the unit(s) that best align with those behaviors and interests.

The Prospect Analyst works with the Senior Prospect Analyst to consult regularly with schools, centers and fundraising units to optimize prospect portfolios for gift officers and to develop prospect identification strategies for funding priorities using data driven decision making. This role reports to the Senior Prospect Analyst and works on a team of 3-5 staff.

Job Description

Specific Responsibilities

  • Identify the most actionable prospects for the University defined as positive post research outcomes.


  • Work with the team to build and maintain healthy prospect portfolios for fundraisers and consult regularly with schools, centers and fundraising units to meet their funding priorities.


  • Recommend new and existing prospects to schools, centers and fundraising units that best align with the prospect's demonstrated interests and philanthropic history and the priorities of the unit.


  • Determine and produce the appropriate research products based on a prospect's relationship status with the University including, but not limited to, prospect lead memos, discovery profiles and leadership prospect reports.


  • Leverage analytical tools, dashboards and data driven decision making to support the above goals.


**Please provide a resume and cover letter in order to be considered for this role. Please upload all documents in the "Resume/CV" section of the application prior to submitting.**

Qualifications

BS/BA in field relevant to departmental activities and 1-3 years of directly relevant experience in a large, complex University or other non-profit fundraising environment or equivalent combination of education and experience required. Excellent ability to interpret and communicate complex and nuanced prospect management procedures. Strong data analytics skills and the ability to turn prospect data into actionable themes. Ability to assimilate and summarize large data sets. Excellent written and oral presentation skills. Ability to work in an intensive and time-focused campaign environment.

Job Location - City, State
Philadelphia, Pennsylvania

Department / School
Development and Alumni Relations

Pay Range
$36,401.00 - $55,814.33

Affirmative Action Statement
Penn adheres to a policy that prohibits discrimination on the basis of race, color, sex, sexual orientation, gender identity, religion, creed, national or ethnic origin, citizenship status, age, disability, veteran status, or any other legally protected class.

Special Requirements
Background check required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job.

University Benefits
  • Health, Life, and Flexible Spending Accounts: Penn offers comprehensive medical, prescription, behavioral health, dental, vision, and life insurance benefits to protect you and your family's health and welfare. You can also use flexible spending accounts to pay for eligible health care and dependent care expenses with pre-tax dollars.
  • Tuition: Take advantage of Penn's exceptional tuition benefits. You, your spouse, and your dependent children can get tuition assistance here at Penn. Your dependent children are also eligible for tuition assistance at other institutions.
  • Retirement: Penn offers generous retirement plans to help you save for your future. Penn's Basic, Matching, and Supplemental retirement plans allow you to save for retirement on a pre-tax or Roth basis. Choose from a wide variety of investment options through TIAA and Vanguard.
  • Time Away from Work: Penn provides you with a substantial amount of time away from work during the course of the year. This allows you to relax, take vacations, attend to personal affairs, recover from illness or injury, spend time with family-whatever your personal needs may be.
  • Long-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility. If you apply when you're newly hired, you won't have to provide proof of good health or be subject to underwriting requirements. Eligible family members must always provide proof of good health and are subject to underwriting.
  • Wellness and Work-life Resources: Penn is committed to supporting our faculty and staff as they balance the competing demands of work and personal life. That's why we offer a wide variety of programs and resources to help you care for your health, your family, and your work-life balance.
  • Professional and Personal Development: Penn provides an array of resources to help you advance yourself personally and professionally.
  • University Resources: As a member of the Penn community, you have access to a wide range of University resources as well as cultural and recreational activities. Take advantage of the University's libraries and athletic facilities, or visit our arboretum and art galleries. There's always something going on at Penn, whether it's a new exhibit at the Penn Museum, the latest music or theater presentation at the Annenberg Center, or the Penn Relays at Franklin Field to name just a few examples. As a member of the Penn community, you're right in the middle of the excitement-and you and your family can enjoy many of these activities for free.
  • Discounts and Special Services: From arts and entertainment to transportation and mortgages, you'll find great deals for University faculty and staff. Not only do Penn arts and cultural centers and museums offer free and discounted admission and memberships to faculty and staff. You can also enjoy substantial savings on other goods and services such as new cars from Ford and General Motors, cellular phone service plans, movie tickets, and admission to theme parks.
  • Flexible Work Hours: Flexible work options offer creative approaches for completing work while promoting balance between work and personal commitments. These approaches involve use of non-traditional work hours, locations, and/or job structures.
  • Penn Home Ownership Services: Penn offers a forgivable loan for eligible employees interested in buying a home or currently residing in West Philadelphia, which can be used for closing costs or home improvements.
  • Adoption Assistance: Penn will reimburse eligible employees on qualified expenses in connection with the legal adoption of an eligible child, such as travel or court fees, for up to two adoptions in your household.



To learn more, please visit: https://www.hr.upenn.edu/PennHR/benefits-pay

To apply, visit https://wd1.myworkdaysite.com/en-US/recruiting/upenn/careers-at-penn/job/FMC-Tower-Development/Prospect-Analyst_JR00049501-1

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