Project Policy Analyst 3 RP

University of California, Davis; Sacramento (CA); Hybrid; USD 73,000 - 90,000; Full time

Job summary

University of California, Davis Health Sciences Development and Alumni Relations seeks a Project Policy Analyst 3 to support gift agreements, endowment governance, and policy analysis, partnering with frontline staff and stakeholders on the Health Campus. The role oversees compliance and improvements to gift systems in a large endowment portfolio.

The position requires a Bachelor's degree, strong analytical skills, and advanced Excel/data reporting capabilities; experience with donor relations,

Qualifications

• Bachelor’s Degree or an equivalent combination of education and experience.
• Experience with Donor Bill of Rights, CASE and ADRP donor relations and stewardship practices.
• Experience recording and tracking financial data related to gifts, endowments and gift purposes.
• Strong analytical and problem-solving skills.
• Ability to produce concise summaries, reports and policies for donors and leadership.
• Discretion and confidentiality in handling sensitive donor information.

Responsibilities

• 40% - Project and Policy Guidance: Gift Agreements.
• 40% - Project and Policy Guidance: Endowment Portfolio Assistance.
• 20% - Gifts Processing.

Skills

Donor relations

Fund accounting

Policy analysis

Data manipulation

Communication

Confidentiality

Education

Bachelor's Degree

Tools

Excel

Windows Office

Data reporting tools

Job description

Job Summary

#CA-DK

Reporting to the Chief Administrative Officer, this position provides high-level support in endowments and gift systems and policy analysis to Health Sciences Development and Alumni Relations donors as it relates to gift procurement, administration, and documentation. The Project Policy Analyst 3 will support the Gift Agreement and Endowment Coordinator, who is the subject matter expert, to frontline development staff as well as key stakeholders on the UC Davis Health Campus. HSDA has the largest endowment portfolio of any school or unit on the Davis Campus.

This position collaborates in providing oversight for approximately 700 endowments. Engages in a highly collaborative and customer-service oriented program to ensure that gift agreements and endowed fund expenditures comply with UC, UC Davis, UC Davis Foundation, and current laws by serving as a resource for information, analysis and reporting for internal constituents. This position recommends, collaborates and supports improvements to systems, methods, practices, and procedures.

Minimum Qualifications - For full consideration, applicants are encouraged to upload license and/or certification if required of the position

• Bachelor’s Degree or an equivalent combination of education and experience.
• Demonstrated experience with Donor Bill of Rights, CASE and ADRP donor relations and stewardship practices, and applying them to create and provide a best practice donor stewardship operations that are cost effective and sustainable.
• Demonstrated experience and understanding with recording and tracking financial data related to gifts, investing and managing endowments, and gift purposes and functions in higher education. Clear understanding of the components of investment returns, endowment spending, and stewardship best practices.
• Demonstrated strong analytical / problem-solving skills.
• Demonstrated skill in analysis, data collection, data manipulation and synthesis into concise well-organized summaries, reports, policies, briefings, for donors, senior administration, leadership and faculty.
• Ability to establish key relationships of trust and information exchange with colleagues, as well as faculty, business officers and university leadership, with an emphasis on tact, diplomacy, flexibility, professionalism, and discretion.
• Advanced skill in Windows Office Suite with significant emphasis on skill using Excel, data manipulation and interpretation; as well as moderate skill in query tools. Well-honed skills in the use of computers, and the creation and update of data electronically.
• Ability to develop appropriate analytical and procedural framework, as well as advanced professional concepts and objectives to address and resolve complex policy or program issues.
• Ability to plan, develop and implements new programs and organizational structure changes required by new policy.
• Excellent communication and interpersonal skills to engage cross-functional teams to develop process improvements both verbally and in writing.
• Highly skilled in in all levels of project management.
• Demonstrated ability to use discretion and maintain confidentiality.

Preferred Qualifications

• Development experience in higher education preferably academic health care.
• Experience working with gift policies and/or endowed fund administration.
• Experience in a non-profit or fund-raising environment in writing gift agreements, contracts, or legal documents.
• Demonstrated knowledge and experience using a donor and prospect-tracking databases including Advance, GREAT.

Key Responsibilities

• 40% - Project and Policy Guidance: Gift Agreements
• 40% - Project and Policy Guidance: Endowment Portfolio Assistance
• 20% - Gifts Processing

Department Overview

The mission of Health Sciences Development and Alumni Relations (HSDA) is to foster a culture of philanthropy and secure financial resources to advance UC Davis Health's mission of improving lives and transforming health. HSDA is a hybrid and complex department involving units from both Hospital and School of Medicine, and partners closely with all centralized units across both campuses. The University launched an 8 year, $2 billion, campaign of which HSDA's objective is to secure $250 million for UC Davis Health. HSDA also provides leadership, support, and coordination in generating and sustaining philanthropic funding to UC Davis Health System's teaching, research, clinical, and public service fundraising priorities.

POSITION INFORMATION

• Salary or Pay Range: $35.00 - $62.46/hour
• $2,800.00 - $ 4,996.55/Biweekly
• BUDGET SALARY: $73,080 - $90,000/annually or $2,800.00 - $3,448.27/biweekly
• Salary Frequency: Biweekly
• Salary Grade: STEPS
• UC Job Title: PROJECT POLICY ANL 3 RP
• UC Job Code: 005257
• Number of Positions: 1
• Appointment Type: Staff: Career
• Percentage of Time: 100%
• Shift (Work Schedule): Monday – Friday 8:00AM-5:00PM
• Location: Broadway Building (HSP072) – Sacramento, CA
• Union Representation: RP - Research and Public Service Professionals
• Benefits Eligible: Yes
• This position is hybrid (mix of on-site and remote work)

Benefits

Outstanding benefits and perks are among the many rewards of working for the University of California. UC Davis offers a full range of benefits, resources and programs to help you bring your best self to work, as well as to help you and your family achieve your health, wellness, financial and career goals. Learn more about the benefits below and eligibility by visiting UCnet Benefits Page or Benefits Summary for UC Davis Health Employees or Benefits Summary for UC Davis Employees.

• High quality and low-cost medical plans to choose from to fit your family's needs
• UC pays for dental and vision coverage for you and your family
• Retirement plans for eligible employees including Pension and other Retirement Saving Plans
• Supplemental insurance offered including additional life, short/long term disability, pet insurance, legal coverage, accident, critical illness and hospital indemnity
• Pregnancy and Parental Leave, Family & Medical Leave, Adoption Assistance and Pay for Family Care and Bonding for eligible employees
• Lactation Support Program and Family Care discounts and resources
• Employee Well-being resources and programming to support thriving in all aspects of employee’s lives
• On-site Employee Assistance Program including access to free mental health services
• Generous amount of paid Holidays annually as outlined in the UC Policies or Collective Bargaining Agreements
• Paid Time Off/Vacation/Sick Time as outlined in the UC Policies or Collective Bargaining Agreements
• Continuing Education (CE) allowance and Staff Education Reimbursement Program for eligible employees
• Access to free professional development courses and learning opportunities for personal and professional growth
• Public Service Loan Forgiveness (PSLF) Qualified Employer and Student Loan Debt Counseling Program for eligible employees

Physical Demands

• Standing - Occasional Up to 3 Hours
• Walking - Occasional Up to 3 Hours
• Sitting - Frequent 3 to 6 Hours
• Lifting/Carrying 0-25 Lbs - Occasional Up to 3 Hours
• Pushing/Pulling 0-25 Lbs - Occasional Up to 3 Hours
• Bending/Stooping - Occasional Up to 3 Hours
• Squatting/Kneeling - Occasional Up to 3 Hours
• Twisting - Occasional Up to 3 Hours
• Reaching overhead - Occasional Up to 3 Hours
• Keyboard use/repetitive motion - Frequent 3 to 6 Hours

Mental Demands

• Sustained attention and concentration - Frequent 3 to 6 Hours
• Complex problem solving/reasoning - Occasional Up to 3 Hours
• Ability to organize & prioritize - Frequent 3 to 6 Hours
• Communication skills - Frequent 3 to 6 Hours
• Numerical skills - Occasional Up to 3 Hours
• Constant Interaction - Frequent 3 to 6 Hours
• Customer/Patient Contact - Frequent 3 to 6 Hours
• Multiple Concurrent Tasks - Frequent 3 to 6 Hours

Work Environment

UC Davis is a smoke and tobacco free campus effective January 1, 2014. Smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes) will be strictly prohibited on any UC Davis owned or leased property, indoors and outdoors, including parking lots and residential space.

Occasional evening and weekend work will be required.This position may be subject to a criminal background investigation, drug screen, Live Scan fingerprinting, medical evaluation clearance, and functional capacity assessment

Special Requirements – Please contact your recruiter with questions regarding which activities apply by position

• This is a critical position, as defined by UC Policy and local procedures, and as such, employment is contingent upon clearing a criminal background check(s) and may include drug screening, medical evaluation clearance and functional capacity assessment
• This position is designated as a mandated reporter under CANRA and UC policy, and employment is contingent on compliance with applicable policies, procedures and training requirements

Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

A Culture of Opportunity and Belonging

At UC Davis, we’re committed to solving life’s most urgent challenges and building a healthier, more resilient world. We believe in growing through every challenge, continually striving to improve, and welcoming new perspectives that strengthen our community. We recognize that a vibrant and innovative organization values both individual strengths and shared purpose. The best ideas often emerge when people with different experiences come together.

As you consider joining UC Davis, we invite you to explore our Principles of Community, our Clinical Strategic Plan and strategic vision for research and education. We believe you belong here. The University of California, Davis is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age or protected veteran status.

To view the University of California’s Anti-Discrimination Policy, please visit: https://policy.ucop.edu/doc/1001004/Anti-Discrimination

To learn more about our background check program, please visit: https://hr.ucdavis.edu/departments/recruitment/ucd/selection/background-checks