Prospect Development Analyst

Location: Scotts Valley
Job ID: 53786

JOB POSTING

Special requirements - For full consideration, applicants must provide a diversity statement with their cover letter describing their experience in working to advance Diversity, Equity, and Inclusion.

NOTIFICATIONS

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. The supervisor of this position can clarify how this policy applies to the selected candidate(s) upon selection for a job offer.

HOW TO APPLY

For full consideration, applicants should attach their resume and cover letter when applying for a job opening. For guidance related to the application process or if you are experiencing difficulties when applying, please review the Applicant Resources on our Talent Acquisition website.

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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. Materials submitted after the IRD will ONLY be forwarded at the request of the hiring unit. To ensure your application is routed for consideration, submit your materials before 11:59 p.m. on the IRD. Talent Acquisition cannot accept application materials outside of the jobs portal, and is unable to update submitted applications on an applicant's behalf, or forward communications to the hiring units. For more information about the IRD and the applicant review process, view this link.

The IRD for this job is: 06-14-2023

ABOUT UC SANTA CRUZ

UC Santa Cruz is a public university like no other in California, combining the experience of a small, liberal arts college with the depth and rigor of a major research university. It's known as an unconventional place where innovation and experimentation is part of the campus's DNA. That playful, bold spirit still thrives today, all on a campus renowned as among the most beautiful in the world.

DEPARTMENT OVERVIEW

University Relations supports the teaching, research, and public service of UC Santa Cruz by making and keeping deep, heartfelt connections. Building enduring relationships among students, alumni, faculty, donors, and others is the lifeblood of our work and helps to make UC Santa Cruz a thriving community of knowledge, inquiry, public service, and social mobility.

We are a welcoming group of ambitious and creative professionals pursuing our mission in support of the university's overarching purpose. We take our work seriously because we care - but we don't take ourselves too seriously! The University Relations culture is lively and dynamic; we value collaboration; and our staff is resourceful, enthusiastic, and hard-working.

The division is a fun, friendly, and open place, and our colleagues are supportive of and positive about each other's goals and aspirations. We often jump in to help where needed, rolling up our sleeves to get the job done. We dare to approach challenges as opportunities. We seek creative ways to overcome obstacles, at times with limited resources, while keeping our eye on the objective: helping students achieve their goals, providing crucial public service, and advancing life-changing research and discovery.

We hope you are inspired by what we do and are excited to contribute to our mission. We are looking for candidates who do great work, and we hope they come from several different backgrounds and experiences. We aspire to build an increasingly diverse, equitable, and inclusive workplace. We encourage you to apply even if you do not believe you meet every qualification for the position but possess transferable skills and experiences.

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 designed by the PD Analyst, to identify potential major gift prospects. The PD Analyst will also assist 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 guiding 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 Customer Relationship Management database (CRM) conversion. The successful candidate would be a curious, detail-oriented individual with analytical skills who enjoys the hunt for action-oriented insights in their research responsibilities. They should also be comfortable working in databases and manipulating data through reporting and visualizations 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

Budgeted Salary: $32.80 - $35.19/hour. Salary commensurate with skills, qualifications and experience.
Under California law, the University of California, Santa Cruz is required to post a reasonable estimate of the compensation for this role. The salary shown above is the budgeted amount the University reasonably expects to pay and the salary extended should not exceed this posted amount.

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: Career appointment

Job End Date: None

Work Location: Scotts Valley

Union Representation: Non-Represented

Job Code Classification: 007546 (FUNDRAISER 2 NEX)

Travel: Never or Rarely

JOB DUTIES

70% - Research and Prospect Management:

• Works by partnering with the University Relations development staff to provide prospect identification, research, and prospect management client services throughout the fundraising cycle.
• Identify, evaluate, and recommend current and potential major gift prospects and assess their ability to financially support the University and achieve the fundraising goals of UC Santa Cruz.
• Provide the research and analysis utilizing an expansive set of resources to provide highly customized high-level background research, financial and demographic analysis, and capacity evaluations.
• Synthesizes complex biographical, philanthropic, professional, and financial information of donors and prospects, harnesses data in the CRM regarding affinity and inclination, and creates written narratives that are accurate, complete, and actionable. The written work is produced from a menu of products, including but not limited to profiles, rating validations, and relationship mapping, and will be used to support the development officer's qualification, cultivation, and solicitation of individuals as well as assist in the engagement of organizations and foundations.
• Perform quantitative analysis to determine capacity ratings based on public information to qualify as a major gift prospect.
• Provide research support for an assigned portfolio of major gift development offices, in which the assistant director will serve in a consultative manner on matters of their portfolios, including portfolio composition and strategy. The support will be achieved through regularly held meetings.
• Manage clients' portfolio move management needs, which include the pipeline process, assignment of prospects, and monitoring prospect portfolios. Track and report on progress via established metrics to management. Maintain a global view of all prospects in portfolios and subject matter expert on areas of responsibilities within assigned portfolio partners.
• Serve as the lead on special projects and initiatives regarding those assigned client areas of work.
• Consult/coordinate with the director regarding special projects and other client research needs that fall outside the scope of defined research services.
• Conduct proactive work to identify new prospects for major gift portfolios and the greater UCSC pipeline.
• Complete and provide strategic data to underline PD's support of executive engagement.

25% - Prospect Development Department Responsibilities/Projects/Training:

• Design and perform special projects that improve the internal department knowledge and maintain an ongoing modernization of how the team works and what they provide to UR and the university.
• Participate in PD department and UR cross-functional task forces and working groups
• Work with the director and assistant director to maintain, analyze, and distribute reports and metrics that can be used by management and the individual development officers to track the progress of the prospect pipeline.
• Serve as a subject matter expert for all pipeline management-related department processes and policies
• Strive to maintain the integrity of prospect data and work with the director on data integrity projects
• Coordinate proactive research projects, including vendor screening data and data mining of the CRM.
• Complete PD data projects in Banner and FPM, from either internal data or acquired vendor data.
• Co-coordinates and participates in PD training for UR partners.
• May assist in the training of UR and campus colleagues.

5% - Administrative Responsibilities:

• Occasional administrative work will be required at the discretion of the Director of PD.

REQUIRED QUALIFICATIONS

• Bachelor's degree in related area and / or equivalent experience.
• At least three years in prospect research, and/or prospect development, and/or 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.
• 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 with an ability to 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 required.
• 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 with development professionals in a one-on-one manner.
• Experience with quality data collection to ensure adequacy, accuracy, and legitimacy of data. Ability to uphold data standards as defined internally by PD and partners across UR.
• 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).

PREFERRED QUALIFICATIONS

• Experience with UCSC client resources, especially with Salesforce-based CRM and legacy systems such as ADFS Banner and Blackbaud Fundraiser Performance Management.
• Experience utilizing data visualizations and doing your own data analysis for a portfolio review.
• Working on cross-departmental meetings and committees.
• Experience with constituencies of the Bay Area and Central Coast, as well as some experience with national major metropolitan centers, such as New York and the Pacific Northwest.

SPECIAL CONDITIONS OF EMPLOYMENT

• Selected candidate will be required to pass a pre-employment criminal history background check.
• Ability to work long periods of time at a computer with or without accommodation.
• Must be able to work remotely from a home office and be able to fulfill requirements of the UCSC telecommuting agreement.
• Will be required to work a hybrid work schedule, days of the week and number of days to be determined, and be able to fulfill requirements of the UCSC telecommuting agreement.
• Ability to travel to multiple work locations on and off campus.
• Ability to maintain appearance and conduct suitable for working in a professional setting.
• 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.
• Per the Child Abuse and Neglect Reporting Act (CANRA), this position has been identified as a Mandated Reporter. The selected candidate will be required to report known or suspected child abuse or neglect as defined by CANRA and will be required to sign a Statement Acknowledging Requirement to Report Child Abuse prior to commencing employment. CANRA Penal Codes, and related definitions, requirements, and responsibilities may be obtained here.

SAFETY STATEMENT

All UCSC employees must understand and follow job safety procedures, attend required health and safety training, proactively promote safety at work, and promptly report actual and potential accidents and injuries.

EEO/AA

The University of California is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.



APPLICANTS ARE REQUIRED TO USE THE UCSC ON-LINE PROCESS
View full job description and access on-line application:
https://careerspub.universityofcalifornia.edu/psp/ucsc/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=U&FOCUS=Applicant&SiteId=11&JobOpeningId=53786&PostingSeq=1

To ensure review of application materials by the hiring unit, they must be submitted on or before the initial review date (IRD) via the Staff Employment Opportunities web site; https://jobs.ucsc.edu. A computer is available at the UC Santa Cruz Staff Human Resources Office located at Scotts Valley Center. The Scotts Valley Center is located at 100 Enterprise Way, Suite E100, Scotts Valley, CA 95066. To learn more or to request disability accommodations, call 831-459-2009. Hearing impaired are encouraged to use the California Relay Service at 800-735-2922. UC Santa Cruz is an Equal Opportunity Employer.

The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status. UC Santa Cruz is committed to excellence through diversity and strives to establish a climate that welcomes, celebrates, and promotes respect for the contributions of all students and employees.







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