Development Analyst, Prospect Services

Position Number: 41144929

Payroll Title: PROSPECT RSCH SPEC 2

Job Code: 007140

Job Open Date: 1/8/25

Application Review Begins: 1/24/25

Department Code (Name): DEVL (DEVELOPMENT)

Percentage of Time: 100

Union Code (Name): 99

Employee Class (Appointment Type): Staff: Career

FLSA Status: Non-Exempt

Classified Indicator Description (Personnel Program): PSS

Salary Grade: Grade 20

Pay Rate/Range: The budgeted salary range that the University reasonably expects to pay for this position is $30.56 - $35.92/hr. Salary offers are determined based on final candidate qualifications and experience; the budget for the position; and the application of fair, equitable, and consistent pay practices at the University. The full salary range for this position is $30.56 - $53.45/hour.

Work Location: 4219 Cheadle Hall

Working Days and Hours: Monday - Friday; 8am - 5pm

Benefits Eligibility: Full Benefits

Eligible for Hybrid Work Arrangement: Hybrid (Both UC & Non-UC locations): A maximum of 1 day per week after successful completion of probationary period. As long as hybrid arrangements are approved by Senior Management. The University has the authority to change or revoke hybrid scheduling with reasonable notice. Incumbent must be in the office should operational needs require it.

Special Instructions:

For full consideration, please include a resume and a cover letter as part of your application.

Department Marketing Statement:

The UC Santa Barbara Office of Development blends the strengths of both a centralized and a decentralized operation. Although all development officers report to the Associate Vice Chancellor for Development or his/her designee, some are dedicated to specific schools and units, working hand-in-hand with Deans, Directors and faculty to secure private support. Additional development officers focus on specific regions of the country and/or are dedicated to increasing involvement by alumni, parents and friends. A strong central core initiates programs, or provides guidance and expertise, in foundation relations, planned giving, capital projects, donor stewardship, The UCSB Foundation and other areas of specialization. An integrated tracking and coordination system ensures a collaborative and smooth working environment, all aimed at enhancing UC Santa Barbara's attractiveness to, and involvement with, the private sector.

Benefits of Belonging

Working at UC means being part of this vibrant institution that shines a light on what is possible. People make UC great, and UC recognizes your contributions by making this a great place to work. Excellent retirement and health are just one of the rewards. Learn more about the benefits of working at UC

Brief Summary of Job Duties:

Under general supervision, serves as an analyst for the Prospect Services team in the Office of Development, supporting a complex and multifaceted program. Analyst reports to the Director, Prospect Management but serves all fundraisers within the fundraising unit for which they are assigned. The position primarily supports the fundraising units of Student Affairs and College of Creative Studies ("CCS") but is a central resource providing support to other units as needed. Performs high-level, sophisticated research to identify new prospects, detailed analysis on donor giving, coordination and execution of moves management meetings for development officer portfolio management (including, but not limited to data entry and records updates), donor follow-up action items, and analytic support to inform development officer travel. Knowledge and understanding of a complex fundraising program are essential to providing effective leadership. Maintains a close and effective working relationship with other development units, including, Advancement Services, and Donor Relations & Stewardship, facilitating collaborative efforts between teams. The Analyst will be privy to sensitive materials and information; therefore, the position requires the utmost degree of confidentiality. Maintains in-depth knowledge of University policies and procedures and state and federal regulations related to fundraising and accepted business practices; uses exceptional analytical skills, excellent composition, grammar, and editing skills, and various database and software tools necessary to accomplish assigned tasks. High-level analytical duties require independence, sound judgment, and creativity. Must be able to prioritize workload related to additional project management and analysis in the areas of fundraising. #LI-KA1

Required Qualifications:

• Bachelor's degree in related area and / or equivalent experience / training
• 1-3 years of demonstrated experience in strong organizational skills and unfailing attention to detail and accuracy.
• 1-3 years of experience using exceptional verbal and interpersonal skills that foster positive relationships with diverse populations.
• 1-3 years of experience and solid computer skills including proficiency in Word, Excel, PowerPoint, Google Suite, social media platforms, and demonstrated ability to quickly learn various software programs.
• 1-3 years of experience using exceptional analytical skills on topics diverse in scope.
• Working knowledge of confidentiality, regulatory and university policies governing research activities.
• Working knowledge of database, biographical, financial and other research systems and tools.
• Excellent verbal and written communication and interpersonal skills to communicate effectively
• Ability to maintain strict confidentiality in all aspects of the job

Preferred Qualifications:

• 1-3 years of experience with donor database or CRM software (e.g. Advance, Raiser's Edge, Blackbaud, etc.)
• 1-3 years of experience analyzing large amounts of data and making strategic decisions based on that data in order to implement acknowledgement and recognition processes and programs.
• Ability to interpret policies and procedures and accurately communicate them to others.

Special Conditions of Employment:

• May be called upon to work occasional evenings and weekends at various Development Office, Institutional Advancement or campus-wide events.
• Satisfactory criminal history background check
• UCSB is a Tobacco-Free environment

Misconduct Disclosure Requirement:

As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegation or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

"Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:

UC Sexual Violence and Sexual Harassment Policy
UC Anti-Discrimination Policy
Abusive Conduct in the Workplace

Job Functions and Percentages of Time:

• 35% Development Research and Analysis - - Reviews and analyzes data as it relates to fundraising strategies, prospect identification and management, and associated trends. - Under the general direction of Central Development Research, conducts qualification research, verifying specific and sometimes conflicting information on donors and prospects (individuals, foundations, and corporations). Includes identification of new prospects and analysis to ascertain capacity and readiness to give, providing related analytic reporting, and suggesting reasonable engagement strategies to fundraisers. - Makes recommendations to the Director of Development Research opportunities for large (50+) data set screenings and research catalogs based on initiative or geographical region. Analyzes results of screening data. - Synthesizes material from multiple sources, compiles and edits into coherent, accurate, and concise profiles and summaries, using established standards of style, grammar, and format. - Provides analytical support utilizing a solid understanding of UC Santa Barbara Foundation financial reports, the divisional database and reports (currently Ellucian Advance and AWA), and UC policies and practices. - Queries the divisional database to identify and segment target populations, analyze prospect and donor constituencies, and support a range of business decisions. - Provides analytic support to inform development officer travel plans/itineraries by identifying existing donors and new prospects of interest in various geographic regions. - Helps coordinate and prepare development officers and senior administrators for donor visits, solicitations, high-level events, and development-related travel; specific tasks may include preparing donor profiles, event briefings, travel itineraries, etc.

• 55% Portfolio Management and Analysis - - Responsible for maintaining the accuracy of all prospect and gift opportunity details in the divisional database, including biographic, meeting outcomes, and next steps for assigned development officers. - Performs high-level analytical research and data entry, ensuring proper portfolio tracking and composition, and maintenance of biographical information on entities in the divisional database. Works collaboratively with Advancement Services to ensure the data integrity of entity information. - Proactively plans, organizes, attends, tracks, and coordinates follow-up for prospect strategy meetings and portfolio reviews for fundraisers within the unit. - Responsible for pulling and reviewing monthly prospect reports including but not limited to, development officer activity, moves management, and gift expectancy. - Provides complex prospect analysis for senior managers including identifying target areas for prospect pool growth, current prospect activity and solicitations, and the number of prospects per initiative or program. - Interprets the content of narrative reports and other submitted information to pull out key information for database updates and analytical reports.

• 10% Resources & Training - - Maintains an active awareness of the goals, objectives, and directions of the development program. - Adheres to Office of Development Prospect Services best practices and policies for prospect & portfolio management and development research protocols and metrics. - Serves as unit representative to inform their team of prospect research and tracking policies and best practices, as well as divisional database (currently Ellucian Advance) processes. - Maintains a close and effective working relationship with other development units, facilitating collaborative efforts between teams. - Stays abreast of current and emerging trends in prospect management, philanthropy, fundraising, and higher education and shares information research and prospect management colleagues. - Actively participates in development, analyst, and/or division-wide group meetings. - The Analyst will be privy to sensitive materials, information, and planning; therefore, the position requires the utmost degree of confidentiality adhering to ethical guidelines of both the University and the Association of Professional Researchers for Advancement ("APRA").

UC Vaccination Programs Policy:

As a condition of employment, you will be required to comply with the University of California Policy on Vaccinations Programs. As a condition of Physical Presence at a Location or in a University Program, all Covered Individuals* must participate in any applicable Vaccination Program by providing proof that they are Up-to-Date with any required Vaccines or submitting a request for Exception in a Mandate Program or properly declining vaccination in an Opt-Out Program no later than the Compliance Date (Capitalized terms in this paragraph are defined in the policy.). Federal, state, or local public health directives may impose additional requirements.

For more information, please visit:

* UC Santa Barbara COVID-19 Information - https://www.ucsb.edu/COVID-19-information
* University of California Policy on Vaccinations - https://policy.ucop.edu/doc/5000695/VaccinationProgramsPolicy

*Covered Individuals: A Covered Individual includes anyone designated as Personnel or Students under this Policy who physically access a University Facility or Program in connection with their employment, appointment, or education/training. A person accessing a Healthcare Location as a patient, or an art, athletics, entertainment, or other publicly accessible venue at a Location as a member of the public, is not a Covered Individual.

Equal Opportunity/Affirmative Action Statement:

UC Santa Barbara 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.
For the University of California's Affirmative Action Policy, please visit: https://policy.ucop.edu/doc/4010393/PPSM-20.
For the University of California's Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination.

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