General Information
| Job Description | PROSPECT RSCH SPEC 4 | Working Title | Assistant Director, Constituent Research and Development |
|---|---|---|---|
| Job Code | 006787 | Grade | 24 |
| Department Name | Development - D01188 | Department Head | |
| Supervisor | Effective Date | 03/24/2020 |
Position(s) Directly Supervised
| Job Code | Title | FTE |
|---|
Generic Scope
| Technical leader with a high degree of knowledge in the overall field and recognized expertise in specific areas; problem-solving frequently requires analysis of unique issues/problems without precedent and/or structure. May manage programs that include formulating strategies and administering policies, processes, and resources; functions with a high degree of autonomy. |
Custom Scope
| Applies extensive knowledge of prospect research strategies, data and analytics to support fundraisers and others engaged in substantial projects of large scope, impact and complexity. Provides input on prospect assignment, cultivation and solicitation strategies. |
Department Custom Scope
| Under the general supervision of the Director, the Assistant Director of Constituent Research & Development performs duties in all areas of the prospect management and research operations, supporting pipeline and portfolio development via a client-based system. The research office is responsible for providing in-depth background information on a wide variety of constituents for use by the Chancellor, Vice Chancellors, Deans, faculty, and the Development department. In collaboration with the director, incumbent will help develop and manage prospect management process guidelines, regularly monitoring development activity for continuity and compliance. Work with the research team to partner with and train frontline fundraisers on the tracking and management of their activity in Raiser's Edge and ensure appropriate use of prospect research information to inform development strategies and report on information regarding fundraising progress/activity. Interpret information to advise senior leadership and other managers on fundraising performance. Additional responsibilities include initiating proactive research, data mining, and analytics that will produce a pipeline of prospects for future qualification, cultivation, and solicitation, in support of UC Riverside. This position is critical to the success of UC Riverside's overall fundraising efforts, providing services to the entire campus. By identifying, prioritizing, and focusing the efforts of Development staff on well-defined pools of prospects, the research office enables efficiency in fundraising and ensures philanthropic goals are met. |
Education & Experience Requirements
Education Requirements
| Degree | Requirement |
|---|---|
| Bachelor's degree in related area and/or equivalent experience/training. | Required |
| Secondary degree in related area. | Preferred |
Experience Requirements
| Experience | Requirement |
|---|
License Requirements
Certification Requirements
| Certification | Requirement |
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Educational Condition Requirements
| Condition | Requirement |
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Key Responsibilities
| Description | % Time |
|---|---|
Functions as a lead and consults with fundraising staff to oversee multiple research initiatives of high visibility and impact. Develops processes and methodologies to carry out complex research projects. Understanding of prospect moves management as well pipeline development.
|
25 |
Provides highly specialized prospect research and analyses using a variety of sources and strategies synthesizes large amounts of data for development planning and decision making.
|
25 |
Develops and manages research programs, campaigns, goals and strategies. Recommends elements to include in annual plan. Resource for staff in development of new programs or initiatives.
|
10 |
As a technical leader, provides guidance to management on ways to improve department processes for identifying and tracking prospects and donors. Regularly serves on committees for broad-based initiatives.
|
10 |
As a technical leader, provides guidance to management on ways to improve delivery of research services. Functions as a resource on challenging or complex data and issues.
|
5 |
| Assess and analyze current Development structure and needs, continually identifying opportunities to streamline business processes and improve communication through the use of available tools and reporting. Create and maintain policies and procedures supporting best practices, ethical and professional research standards, leveraging technology, data integrity and data security. | 10 |
| Provides business process recommendations to Development and other related staff on the effective use of Raiser's Edge, SharePoint, and other on-demand tools in order to utilize their fullest potential. | 10 |
| Develops and manages research related data quality measures, update/append strategies and biographical verification. Serves as a resource to technical/system/data teams for research related data quality. Identify goals and key performance indicators for portfolio review, portfolio management and pipeline services. Track progress to inform outcomes. | 5 |
Knowledge, Skills & Abilities
| Knowledge/Skill/Ability | Requirement |
|---|---|
| Advanced knowledge in prospect research analysis, strategy and best practices. Ability to apply knowledge and skills to recommend improvements to operations and results. | Required |
| Advanced knowledge of confidentiality, regulatory and university policies governing research activities. Ability to deal with confidential matters with tact and sensitivity. | Required |
| Proven technical skills required to utilize multiple complex research systems to synthesize complex and large sets of data to produce research findings for fundraising staff and leadership. Expertise in interpreting research data and complexities in SEC, Real Estate and Compensation documentation. | Preferred |
| Project management skills to lead a team, prioritize personal and team tasks and see projects through from inception to completion on schedule. Demonstrates adaptability and flexibility to effectively handle change. | Required |
| Interpersonal skills to work collaboratively to coordinate and integrate with others throughout the organization. Maintains rapport and professional relationships with peers, peers in the industry, multidisciplinary team members, and management. | Required |
| Advanced analytical abilities and problem solving skills to quickly evaluate complex issues, identify options for resolution, and apply sound judgement. Critical thinking skills to challenge conventional practices, adapt established methods for improved uses, pursue ongoing system improvement, create novel solutions to problems, and evaluate new technology as potential solutions to existing problems. | Required |
| Advanced verbal and written communication skills to effectively communicate through all mediums and with all groups. Ability to listen actively, understand varying viewpoints and receive feedback. Skills to tactfully articulate reasoning behind own opinions and change the thinking of, or gain acceptance from others. | Required |
| Ability to listen actively, understand varying viewpoints and receive feedback. Skills to tactfully articulate reasoning behind own opinions and change the thinking of or gain acceptance from others. | Required |
| Ability to develop professional contacts with colleagues and represent UCR effectively at professional development courses and trainings. | Required |
| Experience with Raiser's Edge. | Preferred |
| Demonstrated experience in fundraising research, data maintenance and portfolio management. Strong technical skills to utilize and manipulate database, biographical, financial and other research systems and tools. Ability to extract information and generate reports from complex databases. Strong verbal and written communication skills to explain technical concepts and articulate reasoning behind analyses and recommendations. Active listening skills to understand varying opinions and receive feedback. | Required |
Special Requirements & Conditions
| Special Condition | Requirement |
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Other Special Requirements & Conditions
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Level of Supervision Received
| Direction |
Environment
Working Environment
| Other University Setting |
Other Requirements
Items Used
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Physical Requirements
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Mental Requirements
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Environmental Requirements
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Critical Position
| Is Critical Position: No |