Job No. 535324 Development Research Analyst

CLASSIFICATION TITLE: Administrative Analyst/Specialist – Exempt l

UNION CODE: R09

FT/PT: Full-time

PAY PLAN: 12-month

WORKPLACE TYPE: Telecommute eligible (work onsite as scheduled and/or as requested and telecommute as scheduled)

ANTICIPATED HIRING RANGE: $4,300 - $5,834

However, offer amount will be commensurate with candidate's experience, education, skills, and training.

CSU CLASSIFICATION SALARY RANGE: $4,170 - $7,545

PAY BASIS: Monthly

BENEFITS: CSUB offers a best-in-class benefit package for eligible employees that includes an array of medical plans, choice of dental plans, vision coverage, retirement participation in CalPERS, CSU tuition waiver, up to 24 vacation days per year, sick leave with unlimited accrual, 14 paid holidays per year and more! See our benefits website for additional information.

CANDIDATES ELIGIBLE TO APPLY: Open to all qualified applicants.

SPECIAL INSTRUCTIONS TO APPLICANT:

FOR PRIORITY CONSIDERATION, applications must be received by May 17, 2024; however, the position will remain open until filled.

POSITION PURPOSE: Under the general supervision of the AVP of Development, the Development Research Analyst assists in coordinating the internal moves management process for the Campaign, performs prospect research and prepares proposals that support the work of the major gift fundraising team.

The Development Research Analyst serves as support for database management, prospect research, and moves management tracking. The Analyst will work as a primary member of the Development team, while working closely with all members of University Advancement, and volunteer leaders to support and track the identification, cultivation, solicitation, and stewardship of gifts in support of the campus-wide fundraising effort. This position has responsibility for proactive prospecting, moves management tracking, prospect management, and prospect research as it relates to fundraising initiatives.

The Analyst will assist in building, evaluating, maintaining, and rating a qualified pool of prospects using wealth screening data and other available tools. This position will apply best practices and policies to identify individual prospects and grant-making foundations for the Development team in University Advancement.

DUTIES & RESPONSIBILITIES:

Prospect Research/Identification

Prepare comprehensive biographical and financial profiles/reports by interpreting and synthesizing large volumes of complex financial and biographic data that inform the strategic development of potential donors.

Provide analysis regarding donor giving patterns and implications using considerable judgement to make recommendations to the Development Team.

Conduct prospect research using standard theories, principles, practices, and techniques through online tools to identify both current and prospective donors.

Perform regular database screening to identify and qualify prospective major gift donors.

Research and prepare prospect profiles utilizing CSUB's suite of profile templates as requested by major gift fundraisers and as needed to brief the President, Interim Vice President, and major gift fundraisers ahead of donor visits and fundraising events.

Coordinate with the Prospect Lead to build, evaluate, maintain, and rate a qualified pool of prospects using wealth screening data and sophisticated research tools.

Major Gift Fundraising Proposal Research and Preparation

Generate database reports and assist with maintaining campaign and annual gift tracking and analysis for Development staff and Campaign/Foundation Board meetings.

Research donors' biographical information, philanthropic interests, connections to CSUB, giving history, education, honors, etc., and synthesize the information to prepare major gift proposals as needed to support the work of the fundraising team.

Reporting and Analytics

Assist with the production of marketing materials and lists by reporting data and creating data visualizations of fundraising information.

Cross-train with Data Analyst/Prospect Lead to assist with maintaining the accuracy and completeness of advancement data by auditing, updating, and cleaning prospect management data.

REQUIRED QUALIFICATIONS:

EDUCATION & EXPERIENCE – Bachelor's degree and/or equivalent training and three (3) years of recent (within 3 years) administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs. Experience may include supporting the drafting of proposals for existing and prospective donors.

LICENSES – Possession of a valid driver's license or the ability to obtain by date of hire.

SKILLS, KNOWLEDGE & ABILITIES (SKA's) –

Regular and reliable attendance is required.

Regular and reliable attendance is required.

Knowledge of or ability to learn the moves management process for major gift donors and prospective donors.

Demonstrated knowledge of biographical and financial reference sources and ability to gather information effectively from a variety of resources.

Ability to compile, write, and present reports related to prospect research findings.

Ability to work with representatives from public and private entities and handle potentially sensitive situations.

Working knowledge of and ability to apply standard theories, principles, practices, and techniques applicable to the program and/or administrative specialty to develop conclusions and make recommendations.

Thorough knowledge of policies, procedures, and outside regulations pertaining to the applicable program and/or administrative specialty.

Ability to take initiative and independently plan, organize, coordinate, and perform work in various situations where numerous and diverse demands are involved.

Skill in the research, development and evaluation of policies and programs, including skill in the collection, evaluation, and interpretation of data to develop sound conclusions and make appropriate recommendations.

Expertise in investigating and analyzing problems with a broad administrative impact and implications. Ability to anticipate problems and address them proactively.

Demonstrated ability to effectively interpret, organize, and present information and ideas in written or presentation form.

Ability to train others on new skills and procedures and provide lead work direction.

Demonstrated customer service experience requiring a very high level of diplomacy and professionalism.

Ability to use tact and diplomacy to effectively handle a broad range of high level and sensitive interpersonal situations with diverse personalities, and to respond appropriately to conflicts and problems.

Ability to initiate, establish, and foster communication and teamwork by maintaining a positive, cooperative, productive work atmosphere in the University with the ability to establish and maintain effective working relationships within a diverse population and with those from various cultural backgrounds.

Excellent communication skills; ability to effectively communicate information in a clear and understandable manner, both verbally and in writing.

Thorough knowledge of English grammar, spelling and punctuation.

Ability to interpret, communicate and apply policies and procedures.

Ability to maintain a high degree of confidentiality.

Excellent organizational and time management skills with the ability to set own priorities to coordinate multiple assignments with fluctuating and time-sensitive deadlines.

Excellent computer skills and competence with a variety of computer applications including word-processing, spreadsheets, databases, on-line systems, Internet as well as online calendaring and email.

Working knowledge of or ability to quickly learn University infrastructure.

Must be willing to travel and attend training programs off-site for occasional professional development.

Must be able to work occasional holidays and adjust working hours to meet special jobs. May be called back periodically to perform work as needed on an emergency basis.

PREFERRED QUALIFICATIONS:

Two or more years' experience within a higher education institution's university advancement setting.

Demonstrated skills in an institutional / educational environment utilizing a customer-oriented and service-centered attitude.

Experience in Raiser's Edge donor management software.

PHYSICAL DEMANDS: SEDENTARY WORK – involves mainly sitting; minimal walking and standing; lifting light weight objects limited to 15 pounds.

SPECIAL CONDITIONS:

SCREENING: Only those applicants possessing experience most directly related to the immediate needs of the office will be invited to appear before a Qualifications Appraisal Board for the purpose of appraising training, experience, and interest in the position.

CALIFORNIA STATE UNIVERSITY EMPLOYEES UNION: It shall be the policy of the CSU in filling vacant CSUEU bargaining Units 2, 5, 7 & 9 positions to fill such vacancies from among qualified individuals currently employed on-campus except when it is determined that it is necessary to appoint outside applicants to meet campus workforce diversity goals or to provide specialized skills and abilities that are not available from current employees.

BACKGROUND CHECK: Satisfactory completion of a background check (including a criminal records check) 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.

SENSITIVE POSITION: Sensitive positions are designated by the CSU as requiring heightened scrutiny of individuals holding the position, based on potential for harm to children, concerns for the safety and security of the people, animals, or property, or heightened risk of financial loss to the CSU or individuals in the university community.

MANDATED REPORTER: Not Mandated

GENERAL INFORMATION: It is the policy of California State University, Bakersfield to hire only United States citizens and aliens lawfully authorized to work in the United States. All new employees will be required to present documentation verifying their right to accept employment. You will also be requested to present a social security card at the time of initial appointment in compliance with state payroll regulations. State regulations require that every state employee sign the Oath of Allegiance prior to commencing the duties of his/her State employment, except legally employed non-citizens. These individuals are required to sign the Declaration of Permission to Work.

EEO STATEMENT: California State University, Bakersfield is committed to Equal Employment Opportunity. Applicants will be considered without regard to gender, race, age, color, religion, national origin, sexual orientation, genetic information, marital status, disability or covered veteran status.


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