Senior Prospect Management 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 Large Employers in 2023.

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.

Posted Job Title

Senior Prospect Management Analyst

Job Profile Title

Associate Director, Prospect Research

Job Description Summary

The Senior Prospect Management Analyst reports to the Director of Advancement Prospect Development and Research and is responsible for maximizing the utilization of prospects at the University. The Senior Prospect Management Analyst leads the departmental prospect utilization effort in regular consultation with fundraising units to support their fundraising goals and objectives. This position will work closely with Advancement Prospect Development colleagues to implement the goal of identifying actionable prospects for schools and centers with the highest likelihood of establishing a philanthropic relationship with the University. This position also leads the departmental effort to analyze the health of prospect portfolios using a variety of metrics including optimization rates, prospect aging and prospect engagement and will collaborate in the development of dashboards and reports to make this data accessible and actionable for fundraisers, and to advise on strategies for major donors.

This role requires a demonstrated familiarity with a wide variety of analytic tools including Business Information (BI) 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. A proven ability to lead a team in a time sensitive environment is a requirement. The Senior Prospect Analyst reports to the Director of Prospect Development.

The Senior Prospect Management Analyst is the department’s primary contact for the Prospect Management Committee and is responsible for ensuring that the established prospect management rules are implemented. The Senior Prospect Management Analyst will build and distribute meeting action items and verify that meeting results are reflected in the system of record.

Job Description

Job Responsibilities* Lead a team of 3-5 prospect management analysts focused on prospect portfolio management, efficient data analysis, data reporting, and prospect research

• Support the Prospect Management Committee by being the central point of contact for the department. Oversee meeting agendas and follow up activities.
  
• Review the health of prospect portfolios using a variety of metrics including optimization rates, prospect aging and prospect engagement. Develop dashboards and procedures to make this data actionable for fundraising areas.
  
• Lead the efforts of Prospect Development in consulting with fundraising units to develop prospect development strategies that align with fundraising unit goals and objectives. Collaborate with Analytics and Reporting to help operationalize data modeling, scoring, and wealth screening to surface high-potential prospects.
  
• Provide training and guidance to staff on prospect optimization techniques, tools and procedures.
  
• Set clear performance expectations and hold staff accountable for outcomes through frequent feedback and coaching. Emphasize desired post research and prospect management outcomes, and establish team performance metrics that support departmental goals
  

Qualifications* Bachelor of Science, Bachelor of Arts, and 5 years of experience or equivalent combination of education and experience is required. Recommend 5-7 years of directly relevant experience in a large, complex University or other non-profit fundraising environment with directly relevant and progressively responsible experience in a large, complex University or other non-profit fundraising environment. Excellent ability to interpret and communicate complex and nuanced prospect management procedures. Demonstrated data analysis skills including experience with dashboard and reporting tools like Tableau/QlikView/Power BI and SQL. Ability to assimilate and summarize large data sets. Excellent written and oral presentation skills. Ability to lead in an intensive and time-focused campaign environment and the ability to manage by influence across multiple and diverse Schools, Centers and other fundraising units.

Job Location - City, State

Philadelphia, Pennsylvania

Department / School

Development and Alumni Relations

Pay Range

$76,000.00 - $88,000.00 Annual Rate

Salary offers are made based on the candidate’s qualifications, experience, skills, and education as they directly relate to the requirements of the position, and in alignment with salary ranges based on external market data for the job’s level. Internal organization and peer data at Penn are also considered.

Equal Opportunity Statement

The University of Pennsylvania is an equal opportunity employer. Candidates are considered for employment without regard to race, color, sex, sexual orientation, religion, creed, national origin (including shared ancestry or ethnic characteristics), citizenship status, age, disability, veteran status or any class protected under applicable federal, state or local law.

Special Requirements

Background checks may be 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.