Prospect Research Specialist - Cal State Long Beach at Another Source in LONG BEACH, California

Job Description:

Another Source’s client, Cal State Long Beach, is recruiting a Prospect Research Specialist to join their team in Long Beach, California.   This position is internally titled Prospect Portfolio Specialist 

Here’s a little about Cal State Long Beach and the position they are recruiting for:   

Cal State Long Beach, one of the largest universities in the CSU system, is located in Long Beach on a beautifully landscaped, 320-acre campus near the ocean and the thriving downtown area. The school’s faculty and staff are engaged in a broad array of high-quality undergraduate and graduate programs, and significant research, in addition to a wide range of community and professional service organizations. 

Learn more about CSU Long Beach here: https://www.csulb.edu/about-csulb  

The anticipated yearly salary range for this position is: $65,000 – $80,000 based on experience.  

About the role:  

As the Prospect Research Specialist, you will play a crucial role in supporting the university’s fundraising efforts by managing key donor prospects. You’ll collaborate with development teams to ensure prospect management is efficient and systems are updated regularly. Reporting to the Associate Director of Prospect Research & Data, your work will focus on analyzing and compiling essential donor information to aid outreach efforts to alumni, parents, and potential contributors. This role offers the opportunity to make a meaningful impact in higher education by utilizing your research and analytical expertise. 

What You’ll Do: 

Prospect Management: 

• Manage and assign all major gift prospects, ensuring portfolios are current and accurate for both major and non-major gifts. 

• Facilitate the assignment of prospects across the development team and lead prospect management meetings. 

• Track proposals, solicitation activities, and provide regular updates on moves management and prospect activity. 

• Collaborate with the Development Team to document moves management actions, update portfolios, and conduct regular portfolio reviews. 

• Maintain comprehensive tracking data, ensuring accurate record-keeping for all donor interactions, assignments, and clearances. 

Prospect Research: 

• Conduct in-depth research on potential donors, utilizing online databases and various tools to identify wealth, philanthropy, and affiliations to the university. 

• Prepare detailed research profiles on individuals, corporations, and foundations, supporting major gift fundraising strategies. 

• Collaborate with the Prospect Research Data Analyst to conduct data mining and wealth screenings to identify new donor prospects. 

• Regularly update donor records with biographical and demographic information, ensuring all data is timely and accurate. 

• Support the discovery of potential funding opportunities for university programs by researching grants and foundation giving patterns. 

Collaboration & Training: 

• Work alongside the Division Operations Team to coordinate office activities. This group coordinates all activity for both the Development Information Systems Office and the Prospect Management & Research Office.  

• Training colleagues and development staff on appropriate information-gathering techniques, interpretation of data, and providing development staff with the tools and resources necessary to complete preliminary research.  

• Training staff in the use of our Database Ellucian Advance and the process for entering contact reports, navigating the database and prospect management information.  

Minimum Qualifications:  

• Equivalent to a bachelor's degree in business administration, communications, or related field. 

• Three years in development, data entry/analysis, or related experience is required.  

• Familiarity with basic fundraising techniques.  

• Familiarity with biographic and financial research techniques using both printed and on-line sources  

Preferred Qualifications:  

• Prospect research and/or prospect management experience in a charitable fundraising environment or academic fundraising experience is preferred. 

• Preferred knowledge and understanding of SEC documents.  

Why a career with CSU is for You: 

The CSU system 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: https://www2.calstate.edu/csu-system/careers/benefits/Documents/employee-benefits-summary.pdf 

• Immerse yourself: Being on campus allows you to enjoy renowned sporting events, artist events, world-renowned speakers. Stroll through trails, museums, and enjoy all campus has to offer. 

• Tuition waiver: up to 2 courses, or 6 units, per semester for employee, spouse, registered domestic partner or eligible dependent child for any of the 23 campuses.  

• Mission driven culture: Transforming the lives of a diverse student body, including first-generation students and under-represented communities. 

• Jury duty: The CSU will continue an employee’s salary while they are on jury duty, regardless of length of jury service. 

• CalPERS Retirement Plan: CalPERS is a defined benefit retirement pension plan. Lifetime medical benefits for you, your spouse, or registered domestic partner. Learn more here: http://www.calpers.ca.gov/ 

• 403(b) Supplemental Retirement Plan (Similar to a 401k plan) 

• Employees in this classification are entitled to two vacation days (16 hours) per month. 

• A healthier you. Access to athletic and gym facilities on campus  

• Transportation support. Pre-tax commuter benefits 

Equal Employment Opportunity and Non-Discrimination:  

The California State University is an Equal Opportunity/Affirmative Action employer committed to nondiscrimination on the basis of age, ancestry, citizenship status, color, creed, disability, ethnicity, gender, genetic information, marital status, medical condition, national origin, race, religion or lack thereof, sex, sexual orientation, transgender, or protected veteran status consistent with applicable federal and state laws. This policy applies to all CSU students, faculty and staff programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus). 

Another Source works with their clients, on a retained project basis. We are committed to building inclusive candidate pools as we partner with hiring teams. Veterans, women, people of color, LGBTQIA+, and people with disabilities are encouraged to apply. As you read through the job posting and review the list of qualifications (required and/or preferred), please do not self-select out if you feel you do not meet every qualification. No one is 100% qualified. We encourage you to apply and share your story with us.