Prospect Development Analyst

JOB POSTING

NOTIFICATIONS

Special requirements - For full consideration, applicants are required to provide a diversity statement on what is your experience working to advance Diversity, Equity, and Inclusion.

Telecommuting- We are working remotely during the COVID pandemic and in the future when on-campus work is possible again positions in University Relations may be conducive to remote work.
UC Vaccination Policy: With limited exceptions, COVID-19 vaccinations are required for Covered Individuals under the Policy. Covered Individuals include all employees, students, or trainees who physically access a University facility or program in connection with their employment, appointment, or education/training.

Covered Individuals do NOT include employees who work 100% remotely with NO expectation that they will physically access any University location or program at ANY time. If 100% remote work ends, the employee is subject to policy.

 

INITIAL REVIEW DATE (IRD)

UC Santa Cruz staff jobs are posted until filled. Application materials submitted by 11:59 pm on the IRD will be routed to the hiring unit for consideration. NOTE: Materials submitted after the IRD will be forwarded only at the request of the hiring unit. Submit your materials before the IRD to ensure consideration by the hiring unit.

The IRD for this job is: 05-16-2022
 

 

JOB SUMMARY
The Prospect Development (PD) Analyst works under the Director of PD as a member of the comprehensive Prospect Development program for University Relations whose work is comprised of the key areas: portfolio management and prospect research, as well as limited data analysis and administrative responsibilities when called upon. The PD Analyst works by partnering with an assigned portfolio of development officers to provide prospect management services and strategic research throughout the fundraising cycle. Additionally, this position works to help grow and strengthen the UCSC prospect pipeline by working on proactive and reactive projects both assigned by the director and their own design to identify potential major gift prospects. The Analyst will also assist in the needs in the support of executive engagement and cross-functional committees.

Responsibilities include working on all activities associated with moving prospects along the giving continuum and helping for UR's success. The incumbent's day-to-day work is comprised of proactive and reactive prospect research and prospect management, as well as working with the director to implement procedures and policies. The unit analyzes, evaluates, and disseminates information that is critical to securing major gifts, which is accomplished through working with an assigned portfolio of clients on the development side as well as attending various UR development meetings and working with the UR reporting systems. 

The ideal candidate has the foundational prospect research and prospect management skills and is ready to gain more experience and responsibilities within an organization in midst of campaign planning and CMR conversion. The successful candidate would be a curious, detail-oriented individual with analytical skills who enjoys the hunt in their research responsibilities. They should also be comfortable working in databases and manipulating data through reporting and visualization as well as systems to ensure data integrity. The candidate will need to work one-on-one with UR colleagues, as well as work and manage meetings in a team environment.

 

APPOINTMENT INFORMATION

Salary Information: $31.85/hour. Salary commensurate with skills, qualifications and experience.

No. of Positions: 1

Benefits Level Eligibility: Full benefits

Schedule Information:

• Full-time, Fixed
• Percentage of Time: 100%, 40 Hours per Week
• Days of the Week: Mon-Fri
• Shift Includes: Day

Employee Classification: This is a Career appointment

Job End Date: None

Work Location: Scotts Valley. We are working remotely during the COVID pandemic and in the future when on-campus work is possible again positions in University Relations may be conducive to remote work.

Union Representation: Non-Represented

Job Code Classification: 007546 (FUNDRAISER 2 NEX)

Travel:  Never or Rarely

 

REQUIRED QUALIFICATIONS

• A bachelor's degree is required; an advanced degree and/or certification (FRE, CRA) is advantageous.
• At least five years in prospect research, and/or prospect development, and/research-related setting is required, with proficiency in locating and synthesizing material from multiple sources, as well as the ability to interpret, analyze and summarize complex biographical, business, and financial data. Experience with identifying relationships among individuals, corporations, and foundations.
• Awareness, knowledge, and skill in applying diversity, equity, and inclusion to Prospect Development work. A profound belief in the value of a diverse workforce and a desire to achieve goals through collaboration and team building, working cooperatively with a diverse group of department and campus constituencies.
• Problem-solving skills with an understanding of best practices related to prospect research and fundraising.
• Excellent organizational, time management, and decision-making skills to prioritize work, and strict deadlines for simultaneous projects. Skills to make decisions using independent judgment.
• Meticulous attention to detail combined and take work/projects from conception to completion with minimal supervision.
• Understanding of and experience in major gift prospect identification and moves management/prospect management within a development or related setting.  
• Knowledge of capacity rating systems and demonstrated experience providing capacity estimates.
• Experience with proactive prospecting methodologies to identify potential major gift donors.
• Computer proficiency in word processing, spreadsheet, and database applications, electronic mail, and Internet searches, with the ability and willingness to learn new systems and software programs, is essential. Intermediate to advanced Excel abilities.
• Experience with information resources and publications is required, including but not limited to, online services (Lexis-Nexis desired), wealth screening vendors (DonorSearch), and relationship mapping vendors (RelSci), among others.
• Strong team player with the ability and not afraid to roll up the sleeve on department-wide projects.
• Exceptional communication skills (both written and oral) to effectively convey information to individuals at various organizational levels, both internally and externally.
• Ability to maintain a positive, customer service-oriented outlook with experience in working development professional in a one-on-one manner.
• Experience with quality data collection to ensure adequacy, accuracy, and legitimacy of data.
• Accountability with, and experience around confidentiality and the ability to strictly follow data privacy and security procedures for data handling and analysis to ensure adherence to legal and institutional standards to maintain the security of university funds and records.
• Knowledge of the principles and practices of philanthropy and in particular ethics and best practices espoused by APRA (Association of Professional Researchers for Advancement).
• Versed in quality data collection to ensure adequacy, accuracy, and legitimacy of data.

 

PREFERRED QUALIFICATIONS

• Experience with UCSC client resources, such as ADFS Banner, BBFPM, and Salesforce-based CRM.
• Experience with data visualization, data analysis and portfolio reviews.
• Working on cross-departmental meetings and committees.

 

SPECIAL CONDITIONS OF EMPLOYMENT

• Selected candidate will be required to pass a pre-employment criminal history background check.
• The University of California has implemented a COVID-19 Vaccination Policy covering all employees. To be compliant with the policy, covered employees must submit proof of vaccination or have an approved exception or deferral, eight (8) weeks from date of hire.

 

For more information and to apply, please visit: https://apptrkr.com/3023276





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