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Development Analyst, Parent

3 months ago

Santa Barbara, California, United States University of California Full time
Development Analyst, Parent & Family Giving
Job ID
69887
Location
UCSB Campus
Full/Part Time
Full Time
Favorite Job

Payroll Title:
PROSPECT RSCH SPEC 2

Job Code:
007140

Job Open Date:
6/3/24

Application Review Begins:
6/18/24

Department Code (Name):
DEVL (DEVELOPMENT)

Percentage of Time:
100

Union Code (Name):

99 – Non-represented

Employee Class (Appointment Type):

Staff:
Career

FLSA Status:
Non-Exempt

Classified Indicator Description (Personnel Program):

PSS

Salary Grade:
Grade 20

Budgeted Hourly Range:
The budgeted salary range that the University reasonably expects to pay for this position is $ $31/hr.

Full Salary Range:
The full salary range for this position is $ $51.77/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.


Work Location:
Ellison 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 the Managing Director of Development, Regional & Constituent Programs. The University has the authority to change or revoke hybrid scheduling with reasonable notice. Incumbent must be available to be in the office full time 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

and why

You Belong at UC
Brief Summary of Job Duties

Under general supervision, serves as an analyst for the Regional and Parent & Family Giving team in the Office of Development, supporting a complex and multifaceted program and supporting a subset of fundraisers within the unit.

Analyst reports to the Director of Development Services, Regional & Constituent Giving, maintaining a dotted line for general supervision to the Directors of Prospect Management and Development Research as it relates to research and prospect management processes.

Provides leadership for analytical functions that support the strategic goals, initiatives, and projects as outlined by the Senior Director, Regional and Parent Giving, leading toward philanthropic support from individuals, foundations, and organizations.

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.

Additionally, the Analyst helps to coordinate and prepare development officers, senior administrators, and academic and program stakeholders for donor visits, solicitations, high-level events, and development-related travel.

Develops, reviews, and edits sophisticated donor reports and presentations (for donor cultivation, stewardship, etc.) as well as donor proposals and gift letters.

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 Prospect Services (Development Research and Prospect Management), 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.

Required Qualifications:
Bachelor's degree in related area and / or equivalent experience / training
Demonstrated experience in strong organizational skills and unfailing attention to detail and accuracy.
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.

Exceptional analytical skills on topics diverse in scope.
Ability to manage multiple assignments through prioritizing tasks and managing time.
Sound verbal and written communication skills to explain common development and research concepts and actively listen.

Preferred Qualifications:
1-3 years of experience with donor database or CRM software (e.g. Advance, Raiser's Edge, Blackbaud, etc.)
Working knowledge of confidentiality, regulatory and university policies governing research activities.
Working knowledge of database, biographical, financial and other research systems and tools.

Special Conditions of Employment:
May be called upon to work occasional evenings and weekends at various Development Office, Institutional Advancement, or campus-wide events.
30% Development Research & Analysis

  • Reviews and analyzes data as it relates to fundraising strategies, prospect identification and management, and associated trends.
  • Under the general direction, analyst will conduct 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.
  • Partners with Central Research on the annual parent research project.
  • Makes recommendations to the Director of Development Research 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 UCSB Foundation financial reports, the database (currently Ellucian Advance), AWA reports, 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, highlevel events, and developmentrelated travel; specific tasks may include preparing donor profiles, event briefings, travel itineraries, etc.
45% Portfolio Management & Analysis

  • Responsible for maintaining the accuracy of prospect and gift opportunity details in the divisional database, including biographic, meeting outcomes, and next steps for assigned development officers.
  • Performs highlevel 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 followup 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.
15% Donor Relations & Events

  • Supports the Senior Director and the Parent & Family Giving team with identification, cultivation and stewardship activities. Two key annual events include receptions for Parents & Family Weekend and managing donor reserved seating during Commencement. Tasks include, but aren't limited to event coordination and logistics, identifying prospects for invitation, preparing participant briefing documents, sending invitations, tracking RSVP's, run of show management, staffing support, and coordination with Events Management and Protocol.
  • Supports regional and parent receptions as needed, at the direction of the Senior Director and Director of Development Services. Key tasks for regional event support include identifying and securing venues for receptions, creating strategic event invitation lists, and preparing briefing materials in partnership with development assistants.
  • Collects data and information and creates impact reports for parent donors.
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.
  • Coordinates closely with Regional and Parent & Family Giving development assistants on all aspects of related job functions.
  • 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 divisionwide 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 – With Interim Revisions
As a condition of employment, you will be required to comply with the University of California

Policy

on Vaccination Programs – With Interim Revisions.

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.

  • 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.

The University of California endeavors to make

accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact Katherine Abad in Human Resources at or email

.

This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

If you would like to check the status of your application, please log into the Candidate Gateway where you applied and click on 'my activities'.

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