Senior Prospect Research Analyst

 

WHO WE ARE:

Building on an innovative 30-year history, California State University San Marcos is a forward-focused institution, dedicated to preparing future leaders, building great communities and solving critical issues. Led by our new President, Dr. Ellen Neufeldt, CSUSM continues to expand its reach and influence. This includes not only buildings, facilities and scholarships, but also a yearlong outreach and dialogue process with our students and the local community to help shape our new strategic plan. As a relatively young institution, CSUSM is a dynamic, ambitious university, with an unwavering focus on student success, equity and social justice. We are highly connected to our region, with 80% of our students remaining in the community after graduation, 53% of whom are the first in their family to earn a bachelor’s degree. Our enrollment now exceeds 16,000 students, serving San Diego County, Orange County and Southwest Riverside County. CSUSM has been officially recognized as a Hispanic Serving Institution (HSI) with over 45% of our students representing the Latino community.

LEADERSHIP & CULTURE:

The University Advancement Department is focused on fostering a supportive and inclusive environment where all team members can grow, both personally and professionally. This includes opportunities to work directly with senior leadership and attend outside conferences each year that support your career path. This position reports to our Director of Advancement Services, Claire Hill, who brings 20 years of philanthropy experience, including prior roles with the Sanford Burnham Prebys Medical Discovery Institute and UCSD. This new position will join an energized team of 30 professionals working collaboratively to raise $6M annually in support of the University.

BENEFITS & FEATURES:

  • Salary – $65,000 – $72,000
  • Hybrid work environment
  • Medical, dental, and vision coverage
  • Retirement benefits
  • Flexible spending accounts
  • Life and AD&D insurance
  • Disability Insurance
  • 10 paid vacation days off per year
  • 12 paid sick days per year
  • 13 paid holidays
  • Professional development opportunities

LOCATION:

This role offers hybrid work arrangements with an office on our main campus at 333 S. Twin Oaks Valley Road, San Marcos, CA 92096.

POSITION SUMMARY:

The Senior Prospect Research Analyst is a newly created role within University Advancement that will work across the department, collaborating with Advancement leadership and development officers. Reporting to the Director of Advancement Services, this role will serve as a key member of the Advancement team and will provide leadership to the Research Assistant. The Analyst will operate with a high degree of autonomy, creating and executing a comprehensive, strategic program for donor identification, research, and qualification in support of CSUSM’s fundraising success. This is an excellent time to join the Advancement team as this role will be at the forefront in shaping and launching CSUSM’s major upcoming campaign.

The Senior Prospect Research Analyst’s core functions include:

  • Prospect research and management
  • Administrative support and special projects

DUTIES & RESPONSIBILITIES:

  • Strategically build and refine gift officers’ portfolios of assigned donors, offer guidance in prioritizing for outreach, and track 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.
  • Proactively identify new prospects for research via screenings, leads from gift officers and volunteer leaders, and other methods to support fundraising priorities and broaden the donor pool.
  • Conduct prospect review meetings with frontline fundraisers and Advancement leadership.
  • Collaborate with Advancement leadership to create briefing materials for University leaders for events and interactions with select top-level donors and prospects.
  • Track the division’s progress toward goals in key fundraising and activity metrics.
  • Serve as the lead 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.
  • Analyze and organize information to identify philanthropic patterns and relationships among individuals, corporations, foundations, University affiliations and estimates of financial capacity to help guide the development of cultivation and solicitation strategies.
  • Utilize constituent data and predictive modeling tools to identify prospective donors for Development officers to qualify, cultivate, solicit and steward.
  • Partner with Development staff to track prospects and regularly review and present potential new prospect assignments.
  • Assist the Director of Advancement Services with the coordination and administrative support of special projects as needed.
  • Provide outstanding customer service to both external and internal community.
  • Provide team support at special events for the division of University Advancement, may include registration check-in, meeting material preparation, set-up, and support.

BACKGROUND PROFILE:

  • Minimum of 3 years of prospect research experience, specifically fundraising development, alumni and donor relations, prospect research, and communications, in a higher education or nonprofit organization.
  • Great communicator: demonstrated ability to effectively interpret, organize, and present information and ideas in written or presentation form.
  • Ability to take initiative and independently plan, organize, coordinate, and perform work in various situations where numerous and diverse demands are involved.
  • Ability to create and/or update system documentation such as business process guides, end-user training guides, and report requests.
  • Demonstrated ability to establish and maintain effective working relationships within and outside the work group.

COVID-19 VACCINATION POLICY:

The California State University (CSU) remains committed to safeguarding the health and well-being of our students, faculty, staff, administrators, and the communities we serve, as well as maintaining higher education access and attainment for our students. As such, all employees and new hires are required to be fully vaccinated and boosted against COVID-19, unless otherwise exempted. To view the full policy please visit: https://calstate.policystat.com/policy/11030468/latest/.

OTHER REQUIREMENTS:

Background check: This position is subject to a background check including, but not limited to, employment verification, education verification, reference checks and criminal record checks.

For more information or to apply, please contact:

Sarah Thompson, Director
Blair Search Partners: 1855 First Ave., Suite 300, San Diego, CA 92101
sarah@blairsearchpartners.com