Prospect Portfolio Specialist

Join the vibrant community at California State University Long Beach (CSULB)!

Located just three miles from the Pacific Ocean CSULB offers an inspiring workplace and an exceptional Southern California lifestyle. Our 322-acre campusone of the largest in the CSU systemserves more than 42000 students and is known for its commitment to student success innovation and impactful academic and research initiatives.

As a member of the CSULB community youll experience a dynamic environment filled with cultural landmarks collaborative energy and opportunities to make a meaningful difference.

Work-life balance thrives here. Long Beach blends coastal relaxation with urban vibrancy offering miles of beaches year-round sunshine a thriving arts and food scene and convenient access to both Los Angeles and Orange County. Its an ideal place to grow your career while enjoying everything Southern California has to offer.

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. 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.

Key Responsibilities

• 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).

Department

Advancement Services

Time Base

1.0 time-base 40 hours per week.

Duration of Appointment

This is a temporary position for one year with no permanent status granted. Temporary assignments may expire prior to the ending date.

Classification

Advancement Professional II

Compensation

Salary placement is determined by the education experience and qualifications the candidate brings to the position internal equity and the hiring departments fiscal resources.

• Hiring Range: The hiring range for this position is $5274 (Step #1) - $6303(Step #10) per month commensurate with candidates education experience skills and training.
• CSU Classification Salary Range: The CSU Classification Salary Range for this position is $5274 (Step 1) - $7684 (Step #20) per month.

Benefits

At California State University (CSU) we prioritize the health growth and success of our employees. Our benefits program reflects our commitment to your overall well-being.

To be eligible for full benefits employees must be appointed at least half-time (.50 FTE) with an appointment lasting more than six months and one day. Benefits eligibility and offerings may vary based on appointment type classification and applicable collective bargaining agreement. Eligible employees may have access to a comprehensive benefits package that can include:

• Paid Time Off: Up to 24 vacation days per year (based on employee group and/or length of service) 14 paid holidays and 12 sick days annually with unlimited accrual.
• Health Coverage: A variety of medical dental and vision plans.
• Retirement Plans: Participation in the CalPERS defined benefit plan along with voluntary savings options such as 403(b) 401(k) and 457 plans.
• Educational Benefits: Tuition fee waiver programs for eligible employees; dependent eligibility varies by employee group and bargaining unit.
• Employee Assistance Program (EAP): Confidential counseling and support services for employees and their families.
• Additional Benefits: Wellness programs professional development opportunities and insurance options including life disability and pet insurance.

Candidates are encouraged to review the appropriate CSU Employee Benefits Summaryfor details specific to their position. Additionally the CSU Total Compensation Calculator is available to help prospective employees understand the full value of the CSU benefits package and how it complements base salary.

Knowledge Skills and Abilities

Familiarity with biographic and financial research techniques using both printed and on-line sources. Preferred knowledge and understanding of SEC documents. Computer literacy preferably with MS Word MS Excel and MS Access. Proficiency in Microsoft Excel including pivot tables sorting filtering and ranking for prospect qualification and list development. Familiarity with computerized fundraising record systems preferably Ellucian Advance Web platform. Communicates with the University community in a civil manner. 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 each and every student and assist in achieving the universitys commitment to a vision of excellence.

Education and Experience

Equivalent to a bachelors degree in Business Administration Communications Public Administration or Data Analytics or a related field; and minimum two years of experience working with database or CRM systems to maintain records extract data and generate reports required.

Experience in advancement prospect research or donor database/CRM systems within higher education healthcare or mission-driven organizations is preferred.

Application Procedures

Click Apply Now to complete the CSULB Online Employment Application.

Please fill out the application completely. It is important that all sections of the online application are completed fully and accurately. Be sure to include all relevant education and experience. Your application will be used to determine whether you meet the minimum qualifications for this position.

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.

Additional Information

CSULB is not a sponsoring agency for staff and management positions (i.e. H-1B Visas).

A background check (including a criminal records check) must be completed satisfactorily and is required for employment. CSULB will make a conditional offer of employment 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 conditionally offered the position.

Due to the nature of this position current CSULB employees are subject to a criminal record check unless they have successfully completed a criminal background check through CSULB within the past 12 months.

Equal Employment Statement

Consistent with California law and federal civil rights laws CSULB provides equal opportunity in employment without unlawful discrimination or preferential treatment based on race sex color ethnicity national origin or other protected status. CSULB complies with Title VI of the Civil Rights Act of 1964 Title IX of the Education Amendments of 1972 the Americans with Disabilities Act (ADA) Section 504 of the Rehabilitation Act the California Equity in Higher Education Act Californias Proposition 209 (Art. I Section 31 of the California Constitution) other applicable state and federal anti-discrimination laws and CSUs Nondiscrimination Policy. We prohibit discriminatory preferential treatment segregation based on race or any other protected status and all forms of discrimination harassment and retaliation in all university programs policies and practices.

California State University Long Beach expects respectful professional behavior from its employees in all situations. Acts of harassment or abusive conduct are prohibited. Demonstrated appropriate professional behavior treating others with civility and respect and refusing to tolerate abusive conduct is expected of all employees.

Accommodations

We provide reasonable accommodations to applicants and employees with disabilities. Applicants with questions about access or requiring a reasonable accommodation for any part of the application or hiring process should contact .

Out of State Employment Policy

California State University Long Beach as part of the CSU system is a State of California Employer. As such the University requires all employees upon date of hire to reside in the State of California.

As of January 1 2022 the CSU Out-of-State Employment Policy prohibits the hiring of employees to perform CSU-related work outside the state of California.