Job Summary
The Prospect Portfolio Specialist is responsible for proactive prospect identification, system updates, and prospect management updates to include contact report review, prospect record updates, and proposal tracking. Under the general guidance of the Associate Director, Prospect Research & Data, the incumbent also is responsible for researching, analyzing data, collecting, and compiling background materials, data-mining reports and focused research on friends, parents, alumni and potential contributors to California State University, Long Beach.
Key Responsibilities
- Responsible for providing prospect updates for moves management. Duties include monitoring contact reports for solicitations, maintaining proposal activity, meeting with DoDs for portfolio reviews and updating prospect assignments.
- Compile background materials, focused research (full biographies, donor profiles, data-mining reports/inquiries, and summary paragraphs, etc.) and analyze data for alumni, friends and prospects of the university to identify pipeline.
- Gather and input prospect information as it relates to event attendance, subscription-based database tools, and other relevant engagement efforts (i.e, email, surveys, and other related outreach).
Knowledge Skills and Abilities
Preferred knowledge and understanding of SEC documents. Familiarity with basic fundraising techniques. Demonstrated customer-service orientation. Computer literacy, preferably with MS Word, MS Excel, and MS Access. Familiarity with computerized fundraising record systems, preferably Ellucian Advance Web platform.
Proficiency in writing clear, concise, and informative research profiles, reports, and summaries tailored to various audiences. Ability to manage multiple projects simultaneously, ensuring deadlines are met and tasks are prioritized effectively. Strong attention to detail in researching, documenting, and managing data to ensure accuracy and reliability. Skilled in identifying issues, analyzing potential solutions, and implementing effective strategies to address challenges in prospect research and management. Ability to handle sensitive information with discretion and maintain confidentiality in all aspects of prospect research and data management.
Ability to communicate with an ethnically and culturally diverse campus community. Ability to follow all university policies, procedures, and guidelines including but not limited to safety, civility, information security, and non-discrimination policies and procedures. Ability to contribute to a positive university experience for every student and assist in achieving the university's commitment to a "vision of excellence."
Education and Experience
- Equivalent to a bachelor’s degree in business administration, Communications, or a related field and three years of development, data entry/analysis, or related experience is required.
- Prospect research and/or prospect management experience in a charitable fundraising environment or academic fundraising experience is preferred.
Physical Summary
Light work - Job involves some lifting of medium weight objects (10-20 pounds) and/or 10% - 20% of the job involves standing or walking.
Department
Advancement Services
Classification
Administrative Analyst/Specialist - Exempt I
How to Apply
Another Source has been retained for this search. To ensure your application is received please apply directly through Another Source's candidate portal by clicking Here
Compensation
Salary placement is determined by the education, experience, and qualifications the candidate brings to the position, internal equity, and the hiring department’s fiscal resources.
Hiring Range: The hiring range for this position is $4,598 - $6,146 per month commensurate with candidate's education, experience, skills, and training.
CSU Classification Salary Range: The CSU Classification Salary Range for this position is $4,598 - $8,318 per month.
Benefits
Excellent benefits through CalPERS (health, vision, dental), tuition fee waiver, generous vacation and sick leave, and 14 paid holidays each year.
Time Base
1.0 time-base, 40 hours per week.
Duration of Appointment
This is a temporary position for one year with no permanent status granted. Temporary assignments may expire prior to the ending date.
Additional Information
A background check (including a criminal records check) must be completed satisfactorily and is required for employment. CSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was conditionally offered the position.
Due to the nature of this position, current CSULB employees are subject to a criminal record check unless they have successfully completed a criminal background check through CSULB within the past 12 months.
CSULB is not a sponsoring agency for staff and management positions (i.e. H-1B Visas).
California State University Long Beach expects respectful, professional behavior from its employees in all situations. Acts of harassment or abusive conduct are prohibited. Demonstrated appropriate professional behavior, treating others with civility and respect, and refusing to tolerate abusive conduct is expected of all employees.
Equal Employment Statement
California State University Long Beach is an Affirmative Action/Equal Opportunity Employer that is strongly committed to promoting diversity in all areas of the campus community. We consider qualified applicants for employment without regard to age, physical or mental disability, gender or sex, genetic information, gender identity, gender expression, marital status, medical condition, nationality, race or ethnicity, religion or religious creed, sexual orientation, and veteran or military status.
Accommodations
We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact StaffHR-Accommodations@csulb.edu.
Out of State Employment Policy
California State University, Long Beach, as part of the CSU system, is a State of California Employer. As such, the University requires all employees upon date of hire to reside in the State of California.
As of January 1, 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.