Cal Poly is Seeking a Prospect Research Specialist for University Development!
Under the general direction of the Associate Director of Prospect Management & Research, the Prospect Research Specialist has programmatic responsibility for prospect research, including proactive and reactive prospecting. The position will build, evaluate, maintain and rate a qualified pool of prospects using wealth screening data and other available tools. The Prospect Research Specialist will provide analysis of the comprehensive research program, including identification and/or strategic research and analysis of top-tier donor prospects, corporations, foundation and key volunteers in the support of University Development. The position serves as a campus contact and resource for information regarding major donors and prospects and applies independent judgment to make decisions and interpret policies and procedures necessary for the identification, evaluation and tracking of major gift prospects and donors. The incumbent will also provide recommendations, and commitments in completing assigned duties and to handle administrative tasks in support of the day-to-day program efforts of the department.
The role of the University Development Division is to foster strong relationships with internal and external partners to enhance support for Cal Poly. University Development (UD) establishes and implements an overall advancement program, including coordinating fundraising, communications, government and community relations, marketing and alumni programs.
As part of the CSU system, Cal Poly offers a very generous benefits package, including the following:
Enrollment in CalPERS (Public Employee Retirement System)
Health, dental, and vision insurance at competitive rates or no cost to employee
Life insurance at no cost to employee
Program to allow employee or select family members to attend classes at any of the CSUs for reduced fees
Federal Loan Forgiveness Program
More information regarding benefits is available through this link Benefits
To view the full position description including all the Duties and Responsibilities click here
Minimum Qualifications (Staff Only)
Equivalent to graduation from a four-year college or university. One year of technical or administrative experience. A graduate degree in a related field may be substituted for one year of the required experience. Additional qualifying experience may be substituted for the required education on a year-for-year basis.
Required Qualifications / Specialized Skills
1. Demonstrated customer service experience requiring a very high level of diplomacy and professionalism.
2. Thorough knowledge of English grammar, spelling and punctuation.
3. Ability to interpret, apply and communicate on a wide variety of policies and procedures relating to and impacting prospect research and fundraising.
4. Demonstrated ability to maintain a high degree of confidentiality.
5. Working knowledge and experience in prospect research, development, fundraising, market research, and/or relevant experience.
6. Demonstrated skill or the ability to quickly learn in utilizing major on-line databases in a fund-raising environment and knowledge of research systems.
7. Demonstrated knowledge of biographical and financial reference sources and ability to gather information effectively from a variety of resources with the ability to analyze data and make accurate projections.
8. Ability to compile, write, and present reports related prospect research findings.
9. Excellent computer skills and proficiency with a variety of computer applications including word-processing, spreadsheets, databases, on-line systems, Internet as well as online calendaring and email
10. Knowledge of basic methods and procedures for research and statistical analysis and the ability to apply them.
11. Ability to interact, collaborate and communicate effectively with individuals at all levels on and off campus.
12. Excellent communication skills; ability to effectively communicate information in a clear and understandable manner, both verbally and in writing.
13. Ability to initiate, establish, and foster communication and teamwork by maintaining a positive, cooperative, productive work atmosphere in and outside the University with the ability to establish and maintain effective working relationships within a diverse population and with those from various cultural backgrounds.
14. Excellent organization and time management skills with the ability to set own priorities to coordinate multiple assignments with fluctuating and time-sensitive deadlines.
15. Ability to make independent decisions and exercise sound judgment.
16. Working knowledge of or the ability to quickly learn University infrastructure, policies, and procedures.
Preferred Qualifications / Skills
1. Demonstrated skills in an institutional/educational environment utilizing a customer-oriented and service-centered attitude.
2. Experience in a higher education or similar advancement setting.
3. Knowledge of research systems in a University fundraising environment.
4. Understanding of and competency with the Association of Professional Researchers for Advancement (APRA) Advanced Skill Sets.
5. Knowledge of Ellucian Advance, WealthEngine, Guidestar, Dataquick, Dun & Bradstreet, Lexis Nexis Development Professional and other electronic resources.
Special Conditions (Staff)
***THIS POSITION IS OPEN UNTIL FILLED***
Must be able to work overtime, occasional holidays, and adjust working hours to meet special jobs. May be called back periodically to perform work as needed on an emergency basis.
Must be willing to travel and attend training programs off-site for occasional professional development.
The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 Revised July 21, 2017 as a condition of employment.
This position classification has been defined as non-exempt and is subject to overtime provisions of the Fair Labor Standards Act (FLSA).
May be required to complete a Supplemental Employment Application Questionnaire, which contains questions pertaining to conviction history, and submit it when requested by Cal Poly. This disclosure is confidential and will not necessarily preclude applicants from employment.
Retired CalPERS members selected for this vacancy must request and be approved for reinstatement from retirement prior to the start date. Employment of retired CalPERS members will typically be for 90 days or less and must be for work requiring specialized skills or for a bona fide emergency to prevent stoppage of business.
Following a conditional offer of employment, a background check (including a criminal records check) must be completed satisfactorily before any candidate may start work with Cal Poly, San Luis Obispo. Failure to satisfactorily complete the background check may result in the withdrawal of the offer of employment. Note: Cal Poly cannot deny an applicant a position solely or in part due to a criminal conviction history until it has performed an individualized assessment and linked the relevant conviction history with specific job duties in the position being sought.
Current employees who are offered positions on campus will be required to undergo a background check for any position where a background check is required by law or that Cal Poly has designated as sensitive. Sensitive positions are those requiring heightened scrutiny of individuals holding the position based on potential for harm to children, concerns for the safety and security of people, animals, or property, or heightened risk of financial loss to Cal Poly or individuals in the university community.
For health and wellbeing, Cal Poly is a smoke & tobacco-free campus. The university is committed to promoting a healthy environment for all members of our community.
Pre-Employment Conditions (Staff)
Background / Fingerprint
Job Open Date
Job Close Date
Review Begin Date