Advancement Research Analyst

Company: Tabcorp Holdings Limited
Location: San Jose
Posted on: April 22, 2025

Job Description:

• Unit 9 - CSUEU - Technical Support ServicesJob Search Category/Discipline: ResearchTime Basis: Full TimeNOTE: The CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measures established by each campus.Job no: 547376Work type: StaffLocation: San Jos--Categories: Unit 9 - CSUEU - Technical Support Services, Probationary, Full Time, ResearchJob SummaryReporting to the Director of Advancement Research and Prospect Management, the Advancement Research Analyst is an integral member of the Advancement and Campaign Operations team in University Advancement. Conducting complex, in-depth, proactive and independent investigation using a variety of resources, the Advancement Research Analyst is responsible for identifying, researching and analyzing prospects for major gift cultivation and solicitation. Prospect research and analysis serves as the foundation of fundraising at San Jose State University and directly contributes to the success of the university's fundraising efforts.Key Responsibilities
  • Plan and execute strategies to identify major gift sources
  • Recommend cultivation and solicitation strategies in consultation with development officers
  • Gather, analyze, and assess information from local, national, and international resources, including financial and philanthropy reports, references (both printed and electronic), and university files
  • Utilize quantitative criteria (income, assets, giving patterns, etc.) and job position to evaluate prospects' ability, propensity, and potential to give
  • Produce high-quality, written bios and briefings with analysis and insight on donors and prospects, using style, grammar, and content appropriate to the specific audience
  • Interpret and translate complex financial, legal, and corporate language into easily comprehensible terms while adhering to standards of discretion and confidentiality
  • Verify, confirm, and edit prospect assets and ratings from wealth screenings
  • Maintain research data in Advance and/or Raiser's Edge NXT
  • Research and test new research resources and analyze the efficiency and validate the accuracy of current research resources
  • Identify and locate alumni from old files not currently in Advance and/or Raiser's Edge NXT
  • Run and distribute development officers' portfolios and/or proposal tracking reports on a quarterly or as-needed basis
  • Stay updated on executive-level alumni employment and changes using lead folders and alerts in LinkedIn Sales Navigator and/or Live Alumni
  • Review newspapers, magazines, and other periodicals to collect and share timely information on existing and potential donors; access the automated system to enter and update internal donor/prospect records as needed and share the information with the appropriate development officer
  • Participate in and contribute to the formulation of policies related to advancement research, prospect management, and related infrastructure support activities
  • Stay abreast of developments in the research field by attending conferences, training sessions, and online learning opportunities, and subscribing to relevant listservs and blogs
  • Contribute to database integrity by ensuring that donor and prospect information is current
  • Run data reports as requested by the Director of Advancement Research and Prospect Management for development officers and staff
  • Assist in developing standard and custom reports for distribution to development officers and staff
  • Assist in training end users on the Advance and/or Raiser's Edge NXT databases
  • Assist in developing and maintaining training documentation
  • Serve on committees as assigned by the Director of Advancement Research and Prospect ManagementKnowledge, Skills & Abilities
    • Ability to communicate with constituents in a professional and respectful manner
    • Thorough knowledge of methods, procedures and practices; English grammar, business writing, punctuation and spelling
    • Excellent research and analytical skills
    • Thorough attention to detail and follow through
    • Demonstrated ability to think critically and analytically in order to initiate and perform complex analysis
    • Demonstrated ability to analyze and synthesize data from a wide variety of sources and present the resulting information in a clear, concise summary
    • Demonstrated skill in information retrieval capabilities and protocols
    • Demonstrated skill in using multiple electronic resources such as Blackbaud's Target Analytics' Research Point, Lexis Nexis for Development Professionals, iWave's PRO (Prospect Research Online), and other free and fee-based sources to locate and compile business and biographic information
    • Strong problem-solving skills and demonstrated ability to work under pressure
    • Knowledge of current trends in philanthropy and higher education
    • Knowledge of philosophical and practical bases of institutional advancement research methods
    • Knowledge of datamining techniques used to generate prospect lists
    • Working knowledge of terminology and resources specific to fundraising
    • Working familiarity with donor databases, particularly Blackbaud's Raiser's Edge NXT
    • Ability to perform accurately in a detail-oriented environment
    • Ability to recall, recognize and communicate interrelated information pertaining to university benefactors and prospects
    • Ability to organize, manage and complete a diverse range of assignments and projects with high efficiency
    • Ability to handle sensitive and confidential information appropriately and with discretion
    • Ability to quickly learn and apply a variety of state, federal, CSU, and SJSU policies and procedures
    • Strong oral and written communication skills
    • General fundraising skills, including proficiency at supporting and participating in prospect management
    • Competent computer skills including Google Workspace and Microsoft Office especially Excel and PowerPointRequired Qualifications
      • A bachelor's degree and/or equivalent training
      • Four years of administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programsPreferred Qualifications
        • Advanced degree
        • Experience in an academic or non-profit environment
        • Raiser's Edge NXT or similar donor database experience
        • At least two years of experience in prospect research, development, library research or related fieldCompensationClassification: Administrative Analyst/Specialist - Exempt IIAnticipated Hiring Range: $7,000/month - $7,400/monthCSU Salary Range: $5,537/month - $10,014/monthSan Jos-- State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary.Application ProcedureClick Apply Now to complete the SJSU Online Employment Application and attach the following documents:
          • Resume
          • Letter of InterestAll applicants must apply within the specified application period: April 7, 2025 through April 21, 2025. This position is open until filled; however, applications received after screening has begun will be considered at the discretion of the university.Additional InformationSatisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, 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 offered the position on a contingent basis.Equal Employment StatementSan Jos-- State University is an equal opportunity employer. The university prohibits discrimination based on age, ancestry, caste, color, disability, ethnicity, gender, gender expression, gender identity, genetic information, marital status, medical condition, military status, nationality, race, religion, religious creed, sex, sexual orientation, sex stereotype, and veteran status. This policy applies to all San Jos-- State University students, faculty, and staff, as well as university programs and activities.
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Keywords: Tabcorp Holdings Limited, Modesto , Advancement Research Analyst, Professions , San Jose, California