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Prospect Research Analyst

Apply now Job no: 516140
Work type: Staff
Location: Monterey Bay
Categories: Unit 9 - CSUEU - Technical Support Services, Administrative, Temporary, Time Varies

Classification:   Administrative Analyst/Specialist I
Anticipated Hiring Salary:   $26 - $29 per hour based on experience
CSU Salary Schedule
Hours:  Temporary, Hourly/Intermittent
FLSA:  Non-exempt 

Priority Screening Date:   July 26, 2022
Recruitment Status:  Extended

(This is an hourly intermittent temporary position until December 30, 2022 which may be extended and/or become regular based on budget or operational needs.)

ABOUT CSUMB

Powered by an inspiring Founding Vision StatementCalifornia State University, Monterey Bay (CSUMB) is a mid-sized comprehensive baccalaureate and masters granting university whose staff and faculty help transform student lives through a focus on student success and engagement through project-based learning, service learning in its regional community, and the promotion of multicultural and global perspectives on and beyond campus. CSUMB is both a Minority Serving Institution (MSI) and a Hispanic Serving Institution (HSI) and has a vibrant, diverse student body of over 7,400 students.  The university’s Strategic Plan prioritizes inclusive excellence through recruiting and investing in the development of a diverse body of faculty, staff, and administrators. CSUMB’s sustainability initiative is to be carbon neutral by 2030. The university’s faculty and staff, many of whom live in the East Campus housing development, appreciate living and working so close to the shores of the beautiful Monterey Bay. As one of the 23 campuses in the California State University (CSU) system, CSUMB offers excellent benefits, including access to below-market-rate campus housing and competitive salaries for faculty and staff.

PURPOSE:

Under the general supervision of the Director of Prospect Research and Advancement Services, and with direction from the Assistant Director of Advancement Services, the incumbent will create and execute a comprehensive, strategies program for donor identification, research and qualification in support of CSUMB fundraising success. The incumbent will use available resources to prepare prospect research profiles and other requested reports.

The position will build, evaluate, maintain and rate a qualified pool of prospects using wealth screening data and other available tools. Provide analysis including identification and /or strategic research and analysis of top-tier donor prospects.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:

Prospect Research and Management

  • Strategically build and refine gift officer’s portfolio of assigned donors, offer guidance in prioritizing for outreach and track the progress of pipeline through the solicitation cycle.
  • Serve as a partner and resource for frontline fundraisers and Advancement leadership in assessing portfolio health and creating strategies to achieve established goals.
  • Work with the Assistant Director on all matters related to prospect research and take on special projects as they arise.
  • Conduct financial and biographical research on prospective donors, utilizing a variety of methods and tools, to identify wealth indicators, business activity, personal and professional connections, and philanthropic activity.
  • Responsible for researching tools and sources to streamline and improve the research process.

Administrative Support and Special Projects

  • Work on special projects and administrative support as assigned by the Director of Prospect Research and Advancement Services.
  • Collaborate with the Assistant Director of Advancement Services and the fundraising team to create portfolio management metrics and reports.

Other Functions:

Performs other job-related duties and special projects as assigned.

KNOWLEDGE, SKILLS AND ABILITIES:

Thorough knowledge of and ability to apply expertise to complex program and/or administrative specialties, including pertinent laws and regulations. Demonstrated expertise in and advanced knowledge of the principles, problems and methods of public and business administration and operational and fiscal management. Expertise in administrative survey techniques, operations and system analysis, statistical and research methods, and the ability to interpret and evaluate results to develop sound conclusions and recommend new or revised policies.

Skills: Demonstrated expertise in and advanced knowledge of the principles, problems, and methods of public and business administration and operational and fiscal management. Demonstrated consultative skills in working with internal and external constituent groups. Skill in the research, development and evaluation of policies and programs, including skill in the collection, evaluation, an interpretation of data to develop sound conclusions and make appropriate recommendations.

Ability to: take initiative and work independently to determine effective approaches to projects and priorities; organize, coordinate, and perform work in various situations where numerous and diverse demands are involved; apply extensive expertise to complex programs and/or administrative specialties, including pertinent laws and regulations; understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop strategic solutions; work with representatives from public and private entities and handle potentially sensitive situations; effectively present ideas and concepts in written or presentation format and use consultative and facilitation skills to gain consensus; apply extensive expertise to the complexity of maintaining effective university-community partnerships in both face-to-face and online contexts; work with representative from public and private entities and handle potentially sensitive situations.

MINIMUM QUALIFICATIONS:

Entry into this classification requires general knowledge and skills in the applicable administrative and/or program field with a foundational knowledge of public administration principles, practices, and methods. This foundation would normally be obtained through a bachelor’s degree and/or equivalent training and administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs.

SPECIALIZED SKILLS:

Demonstrated progressive experience managing a donor database in a fundraising setting. Knowledge and experience with database systems and their applications, preferably The Raiser’s Edge and Blackbaud products. Understanding of basic accounting principles and ability to apply that knowledge to gift records. Ability to effectively adapt to the dynamics of organizational, procedural and policy changes; work under pressure, adhere to deadlines and perform with a high level of accuracy and attention to detail; schedule and coordinate multiple tasks; provide excellent customer service and maintain a high degree of confidentiality related to donor and prospect files. Demonstrated ability to address the essential functions associated with this position including the knowledge and abilities identified above.

PREFERRED QUALIFICATIONS/DESIRABLE EXPERIENCE:

Extensive experience with the Raiser’s Edge database preferably in a higher education environment. Technical fluency with Banner, Oracle/PeopleSoft, CSU Common Management System or equivalent student information system; Microsoft Office Professional Suite, and Google mail and calendaring programs.

SPECIAL CONDITIONS OF EMPLOYMENT & POSITION DESIGNATIONS:

  • All offers of employment are contingent upon the successful completion of a background check (including a criminal records check).
  • The person holding this position is considered a “mandated reporter” under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083  as a condition of employment.
  • This position will have a duty to report to the Campus Title IX Officer information pertaining to victims of sex discrimination, sexual harassment, sexual misconduct, dating/domestic violence, and stalking as required by CSU Executive Order 1095.
  • This position has been designated as a sensitive position with:
    • Access to, or control over, cash, checks, credit cards, and/or credit card account information;
    • Access to and responsibility for detailed personally identifiable Level 1 confidential information about students, faculty, staff or alumni that is protected, personal or sensitive as defined in the CSU Information Security Data Classification Standards.
  • May require occasional evenings and/or weekend work.

PHYSICAL ENVIRONMENT:

Office environment with standard equipment and tasks.  Position requires working at a computer and desk for extended periods of time.  May require travel between campus offices and off-campus locations. 

The health and safety of our students, faculty, and staff remain our highest priority. While on campus, students, faculty, staff, and the community will be expected to follow all campus safety mandates.  

Per the CSU COVID-19 Vaccination Interim Policy, all students and employees are required to submit their vaccination status to the Otter Vaccination Registry and are encouraged to be vaccinated.

BENEFITS/PERKS: 

Employees who are not initially eligible upon hire date for CalPERS retirement membership are required to participate in the CSU Part-time/Seasonal/Temporary (PST) Retirement Plan in lieu of Social Security. Employees enrolled in this program contribute 7.5% of their gross wages, on a pre-tax basis, to a retirement account that is available after separation of employment.

CSUMB offers health or FlexCash benefits to employees in eligible positions under the Affordable Care Act (ACA).  There may be other benefits available dependent on appointment type.  Please refer to the CSU Voluntary Benefits Plans.

APPLICATION PROCEDURE:

For full consideration, applicants must complete the required online application prior to the priority screen date found at Careers at CSUMB. Application submissions received after the application screening date will be reviewed at the discretion of the University. Materials submitted become the property of CSUMB and will not be returned.

CSUMB is not a sponsoring agency for staff or management positions.

Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting University Personnel at (831) 582-3389 or email universitypersonnel@csumb.edu. All employees must be eligible for employment in the U.S.

GENERAL INFORMATION:

CSUMB hires only individuals lawfully authorized to work in the United States and is an E-Verify employer. In compliance with federal crime awareness and campus security legislation, including the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics, you can view the notice of availability and access the Cal State University, Monterey Bay annual security and fire safety reports at https://csumb.edu/clery/asr-and-fsr-notices-availability/.

CSUMB is a smoke and tobacco-free campus.

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER:

CSUMB is an Equal Opportunity Affirmative Action employer seeking to recruit and support a broadly diverse community of faculty and staff. We value and celebrate diversity in all its forms and strive to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. We consider qualified applicants for employment for their anticipated contributions and without regard to race, color, religion, national origin, age, gender, gender identity or expression, sexual orientation, genetic information, medical condition, pregnancy, marital status, veteran status, or disability.

Advertised: Pacific Daylight Time
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