Prospect Portfolio Specialist

at  California State University Long Beach

Job no: 543627
Work type: Staff
Location: Long Beach
Categories: Unit 9 - CSUEU - Technical Support Services, Temporary, Full Time

JOB SUMMARY

The Prospect Portfolio Specialist is responsible for proactive prospect identification, system updates, and prospect management updates to include contact report review, prospect record updates, and proposal tracking. Under the general guidance of the Associate Director, Prospect Research & Data, the incumbent also is responsible for researching, analyzing data, collecting, and compiling background materials, data-mining reports and focused research on friends, parents, alumni and potential contributors to California State University, Long Beach.

KNOWLEDGE SKILLS AND ABILITIES

Preferred knowledge and understanding of SEC documents. Familiarity with basic fundraising techniques. Demonstrated customer-service orientation. Computer literacy, preferably with MS Word, MS Excel, and MS Access. Familiarity with computerized fundraising record systems, preferably Ellucian Advance Web platform.
Proficiency in writing clear, concise, and informative research profiles, reports, and summaries tailored to various audiences. Ability to manage multiple projects simultaneously, ensuring deadlines are met and tasks are prioritized effectively. Strong attention to detail in researching, documenting, and managing data to ensure accuracy and reliability. Skilled in identifying issues, analyzing potential solutions, and implementing effective strategies to address challenges in prospect research and management. Ability to handle sensitive information with discretion and maintain confidentiality in all aspects of prospect research and data management.
Ability to communicate with an ethnically and culturally diverse campus community. Ability to follow all university policies, procedures, and guidelines including but not limited to safety, civility, information security, and non-discrimination policies and procedures. Ability to contribute to a positive university experience for every student and assist in achieving the university’s commitment to a “vision of excellence.”

EDUCATION AND EXPERIENCE

• Equivalent to a bachelor’s degree in business administration, Communications, or a related field and three years of development, data entry/analysis, or related experience is required.
• Prospect research and/or prospect management experience in a charitable fundraising environment or academic fundraising experience is preferred.

PHYSICAL SUMMARY

Light work - Job involves some lifting of medium weight objects (10-20 pounds) and/or 10% - 20% of the job involves standing or walking.

• Responsible for providing prospect updates for moves management. Duties include monitoring contact reports for solicitations, maintaining proposal activity, meeting with DoDs for portfolio reviews and updating prospect assignments.
• Compile background materials, focused research (full biographies, donor profiles, data-mining reports/inquiries, and summary paragraphs, etc.) and analyze data for alumni, friends and prospects of the university to identify pipeline.
• Gather and input prospect information as it relates to event attendance, subscription-based database tools, and other relevant engagement efforts (i.e, email, surveys, and other related outreach).