Analyst - Assessment and Advisory Services

Center for Effective Philanthropy; San Francisco (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Center for Effective Philanthropy in San Francisco, CA is seeking an Analyst for Assessment and Advisory Services to deliver data-driven insights from survey data and craft clear recommendations for philanthropic foundations. You will collaborate with diverse staff, manage survey processes, and communicate findings to executives and boards.

The role emphasizes rigorous analysis, attention to detail, adaptability to changing client needs, and a collaborative, independent work style in a

Qualifications

• Detail-oriented, organized, and adaptable with the ability to manage multiple priorities.
• Tolerant of ambiguity in a dynamic, client-centered environment.
• Able to work independently and in teams; reliable and empathetic.
• Self-confident but humble and eager to learn.
• Curious and open to diverse viewpoints.

Responsibilities

• Analyzing quantitative and qualitative datasets, using basic inferential statistics and AI-assisted coding.
• Creating written memos highlighting findings and recommendations.
• Co-managing survey processes, question design, and innovation in CEP's assessment tools.
• Creating and presenting the results of assessment and advisory engagements to foundation executives and staff alongside client managers.
• Participating in team discussions and developing CEP’s internal knowledge base.

Skills

Attention to detail

Task management

Quality control

Adaptability

Team collaboration

Curiosity

Humility

Job description

Analyst - Assessment and Advisory Services

As an Analyst, you will work closely with CEP’s energetic and diverse staff to provide philanthropic foundation executives, boards, and staff with data-driven insights to enhance the effectiveness of their work. The core function of the Analyst role is to create reports and share recommendations based on the results of standardized surveys of grantees, staff, and donors that CEP conducts on behalf of philanthropic foundations. Analysts also work with individual foundations or groups of foundations on customized engagements focused on approaches to philanthropy, performance assessment, and organizational effectiveness. If you want to help grant-making organizations to understand how they’re doing in creating social impact, this is the role for you.

The analyst will be a member of CEP’s fast-paced San Francisco, CA office.

The Ideal Candidate:

• You understand that CEP’s work depends on the high quality of our analysis and, likewise, have high standards for quality control, task management, efficiency, and attention to detail
• You are detail-oriented, organized, and adaptable, with the ability to manage multiple priorities simultaneously
• You are tolerant of ambiguity and recognize that a client-centered environment is dynamic – work levels and schedules are likely to change in response to client needs – sometimes on short notice
• You enjoy a mix of working independently as well as on teams, and you bring a hard-working, empathetic, and reliable approach to both situations
• You are confident in your work, but are humble in the knowledge that you are always learning and improving
• You are curious and ask questions; you thrive in an environment that encourages diversity of opinion

Key Responsibilities:

• Analyzing quantitative and qualitative datasets, often using basic inferential statistics and AI-assisted qualitative coding techniques
• Creating clear and compelling written memos that identify and highlight synthesized findings and recommendations drawn from analysis
• Co-managing survey processes, question design, and innovation in CEP’s assessment tools
• Creating and presenting the results of assessment and advisory engagements to foundation executives and staff alongside client managers
• Actively participating in team discussions and helping develop CEP’s internal knowledge base and operations