CSU Careers CSU
Working Title
Senior Prospect Research Analyst
SF StateUniversity
San Francisco State is an Equal Opportunity Employer and does not discriminate
against persons on the basis of race, religion, color, ancestry, age,
disability, genetic information, gender, gender identity, gender expression,
marital status, medical condition, National origin, sex, sexual orientation,
covered veteran status, or any other protected status. Reasonable
accommodations will be provided for qualified applicants with disabilities who
self-disclose by contacting the Senior Human Resources Manager.
Applicants may visit titleix.sfsu.edu for more information on SF State's
policy prohibiting discrimination, and how to file an online report using the
procedures under Executive Order 1096 Revised. Inquiries can be directed to
the campus Title IX Coordinator and Discrimination, Harassment, and
Retaliation Administrator by calling (415) 338-2032 or emailing
[email protected].
San Francisco State is a 100% Smoke/Vapor-Free Campus. Smoking or Vaping of
any tobacco/plant-based substance is not permitted on any University
properties.
The person holding this position may be 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 may be a "designated position" in the California State
University's Conflict of Interest Code. The successful candidate accepting
this position may be required to file Conflict of Interest forms subject to
the regulations of the Fair Political Practices Commission.
Department
Development Office
Appointment Type
This is a one year probationary position.
Time Base
Full Time (1.0 FTE)
Work Schedule
Monday through Friday, from 8:00 a.m. to 5:00 p.m.
Anticipated Hiring Range
$5,797.00 - $6,658.00 Per Month ($69,564.00 - $79,896.00 Annually)
Salary is commensurate with experience.
Position Summary
The Senior Development Research and Management Analyst plays a key role in the
planning and implementation of the
university's major gifts program and campaign(s) by providing information
and analysis on various potential funding sources. The Senior Analyst is a
strategic partner with fundraisers, providing relevant information to
facilitate prospect strategy development, engagement and solicitation, and
tracking of prospective and current donors. The Senior Analyst independently
and proactively identifies/qualifies prospective individual, foundation and
corporate donors to support the
university's priorities and objectives and to meet the university's
fundraising goals. The Senior Analyst position requires superior analytical
skills, excellent communication and reporting skills, and an ability to
prioritize work and handle multiple deadlines and priorities. The Senior
Analyst handles sensitive and confidential information on a daily basis.
Position Information
Research and Analysis
Assists in developing cultivation, solicitation and overall fundraising
strategies. Assists in building, evaluating, maintaining and rating a
qualified pool of prospects for campaigns, major gifts, planned gifts, and
annual gifts.
Partners with assigned fundraisers (DODs) to manage their prospect
portfolios through regular interactions including portfolio review
meetings scheduled on a bimonthly basis and as needed.
Analyzes data and researches prospect information to create appropriate
new prospect portfolios; maintains an active pipeline of future prospects
for assigned DODs to maximize fundraising and campaign success.
Manages Active Qualification assignments and pipeline for assigned DODs.
Identifies, then qualifies potential donors from local, national and
international sources including online databases, existing files,
referrals from alumni and friends, and works independently leading a
proactive media scanning process including social media, and other web
sources; presents these prospects development officers.
Using our internal Raiser's Edge NXT (RE) a fundraising database and
external data sources such as Live Alumni, LexisNexis, iWave, etc.,
conducts targeted research on prospects and current donors to refine
cultivation and solicitation strategies including analysis of financial
reports such as: IRS 990 or 990- PF; SEC 10K, Form 4, S1, and Proxy
statements; and other public filings.
Oversees the updating of statuses and information (capacity ratings,
employment, philanthropy, biographies, contacts, etc.) in the portfolios
of assigned DODs.
Evaluates prospects who are inactive, follows-up with DODs, re-assigns
prospects and updates information.
Ensures integrity of prospect data maintained in Raisers Edge.
Monitors accuracy and completeness of data entered and follows up with
DODs as necessary.
Using campus donor database (RE), manages, records and reports on wide
range of demographic, financial, activity and descriptive information.
Interprets and synthesizes large amounts of information including complex
financial, legal and technical language into coherent, understandable and
accurate presentations (written, visual and/or oral), that pertain to
the university's fundraising objectives.
Writes, edits, and provides prospect and event briefings based on research
to DODs and other stakeholders.
Provides insight and analysis of results or activities which may include
analysis of donor trends, interests, giving capacity and affinity, and
makes recommendations to Senior Director for improvements or new
approaches as indicated. • Learns new systems and technology including
data sources and has expanded capacity to conduct prospect screenings in
ResearchPoint, LiveAlumni. iWave and other research tools.
Data Management/Reporting
Provides portfolio, proposal and metrics reports for all regular meetings
with DODs and senior leadership using RE and Tableau, which are used to
help determine next steps with prospects and manage solicitation and
fundraising progress.
Coordinates closely with database staff; ensures prompt and accurate data-
entry in the prospect management and tracking module of the database of
record (currently RE NXT) with information obtained via research, media
scans, updates from meetings, etc.
Assists with the creation of new reports and procedures.
Special Projects
Analysis and implementation of the results of wealth screening and
ratings, including organizing the resulting prospect assignments. Utilizes
advanced data segmentation analysis to interpret and prioritize results.
Organizes periodic prospect screening which may include efforts with
volunteers or Foundation board members.
Identifies and prepares profiles on potential volunteers to serve in key
leadership positions including the philanthropic foundation, advisory
councils, campaign committees and other volunteer boards/committees.
Other projects may include interest code development, targeting foundation
and corporate prospects, evaluating and expanding use of data in the
database to inform critical needs/create efficiencies, etc.
Identified as “power user” and tests, evaluates and make recommendations
for new data systems.
Training and Teamwork
Provides basic training for effective use of donor database and compliance
with university policies and procedures regarding prospect data; (N)
provides additional training on information tools, processes, and sources.
Leads training, assigning work and monitoring and performance of student
assistants. Training includes basic research skills, fundraising database
(currently RE NXT), specifically in the Prospect Research module, and in
updating prospect records.
Assists and participates in short- and long-range strategic planning and
in the developing/revising department policies and procedures. •
Identifies, shares, and incorporates best practices and new resources used
in prospect research.
Participates in department, unit, professional development and other
meetings as appropriate.
Other duties as assigned
Minimum Qualifications
Advanced knowledge and understanding of advancement, development,
fundraising, and/or donor engagement practices and policies.
Demonstrated competence in applying advanced judgment to resolve difficult
and complex problems and issues.
Thorough knowledge and skill in applying and interpreting applicable
regulations, standards, and guidelines. Ability to make recommendations
for changes based on interpretations and principles of professional
practices.
Advanced analytical and organizational skills to prioritize and execute
the fulfillment of advancement campaigns and to successfully manage
projects within time and budget constraints.
Advanced communications and interpersonal skills, including political
acumen, to build partnerships and communicate effectively with multiple
stakeholders in a diverse environment. Ability to effectively present
ideas and training as well as successfully engage with prospective donors.
Advanced skill in effectively mentoring and/or overseeing the work of
others and training staff on advancement practices and procedures.
Experience and Education: Equivalent to a bachelor's degree in a related field
and four years of relevant experience. Additional experience which
demonstrates acquired and successfully applied knowledge and abilities shown
above may be substituted for the required education on a year-for-year basis.
An advanced degree in a related field may be substituted for the required
experience on a year-for-year basis.
Preferred Qualifications
Work experience: 5+ years of experience in development/fundraising
programs, including minimum of four years of related research experience
(e.g. development prospect research, library/information sciences, data
analytics research or related field) in the non-profit or commercial
sectors.
Professional experience with fundraising, proactive prospect management,
data analysis tools (statistical software) or a related activity such as
business development and/or sales.
Expertise in Lexis/Nexis, ResearchPoint, Foundation Directory Online,
LiveAlumni, iWavePRO, and other specialized search engines.
Ability to effectively present results, ideas and/or concepts in written
or presentation format and use consultative and consensus-building skills
to facilitate outcomes.
Ability to identify philanthropic patterns, as well as relationships among
individuals, foundations and corporations.
Advanced skills in relational database applications, reports and
functions, and to communicate technical information clearly and concisely.
Expertise in Excel, PowerPoint to create use advanced formulas, pivot
tables, charts, graphs, etc.
Experience developing reports from databases (Raiser's Edge); using
reporting tools such as Tableau for preparing materials on prospects and
fundraising metrics.
Pre-Employment Requirements
This position requires the successful completion of a background check.
Eligibility to Work
Applicants must be able to provide proof of US Citizenship or authorization to
work in the United States, within three business days from their date of hire.
Benefits
Threaded through our Total Compensation package is a commitment to Bridging
Life's Transitions. SF State is committed to providing our employees with a
comprehensive program that rewards efforts that are appreciated by your
colleagues, students and the customers we serve.
We offer a competitive compensation package that includes Medical, Dental,
Vision, Pension, 401k, Healthcare Savings Account, Life Insurance, Disability
Insurance, Vacation and Sick Leave as well as State Holidays and a dynamic Fee
Waiver program, all geared towards the University's commitment to attract,
motivate and retain our employee.
CSUEU Position (For CSUEU Positions Only)
Eligible and qualified on-campus applicants, currently in bargaining units 2,
5, 7, and 9 are given hiring preference.
Additional Information
SF STATE IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS.
(i.e. H1-B VISAS).
Thank you for your interest in employment with California State University
(CSU). CSU is a state entity whose business operations reside within the
State of California. Because of this, CSU prohibits hiring employees to
perform CSU-related work outside of California with very limited exception.
While this position may be eligible for occasional telework, all work is
expected to be performed in the state of California, and this position is
assigned to on-campus operations.
CSU strongly encourages faculty, staff, and students who are accessing campus
facilities to be immunized against COVID-19. The systemwide policy can be
found at https: // calstate.policystat.com/policy/9779821/latest/.
The Human Resources office is open Mondays through Fridays from 8 a.m. to 5
p.m., and can be reached at (415) 338-1872.
Please note that this position, position requirements, application deadline
and/or any other component of this position is subject to change or
cancellation at any time.
