Prospect Development Analyst

UCSF Health, AG; San Francisco (CA); Hybrid; USD 120,000 - 150,000; Full time

Job summary

UCSF is seeking a Prospect Development Analyst to join the UDAR team. You will deliver decision intelligence, evaluate donor wealth, and co-develop moves management strategies that speed major gift pipelines.

You will translate wealth data into actionable briefings and serve as a strategic co-pilot for frontline fundraisers, driving donor velocity across UCSF’s scientific and educational initiatives.

Qualifications

• Thorough knowledge of prospect research techniques, wealth intelligence methodologies, and tools to evaluate donor capacity and inclination.
• Strong technical skills to utilize fundraising CRMs and databases to maintain data integrity and generate complex reports.
• Applied understanding of moves management frameworks and donor lifecycle to analyze portfolio metrics and resolve pipeline bottlenecks.
• Professional maturity to partner with frontline fundraisers and guide prospect trajectories.
• Strong verbal and written communication to produce concise prospect profiles and portfolio summaries.
• Knowledge of confidentiality, regulatory policies, and donor data privacy.

Responsibilities

• Provide decision intelligence to frontline fundraisers to accelerate major gift pipelines.
• Evaluate donor wealth indicators and philanthropic inclination to refine donor targeting.
• Co-develop moves management strategies and portfolio health insights for UCSF’s UDAR.
• Translate complex wealth structures into clear executive summaries for leadership.
• Collaborate across a matrixed team to support donors through qualification, cultivation, and solicitation.

Skills

Prospect research techniques

Wealth intelligence methodologies

CRM data extraction

Moves management

Data visualization

Education

Bachelor's degree in related field

Tools

LexisNexis

iWave

SEC filings

Real estate records

Job description

Job Description

Are you passionate about leveraging data analytics, market intelligence, and deep research to power transformative philanthropy?

Job Description

Are you passionate about leveraging data analytics, market intelligence, and deep research to power transformative philanthropy?
The University of California, San Francisco (UCSF) is seeking an analytical, collaborative, and driven
Prospect Development Analyst to join the Office of University Development and Alumni Relations (UDAR). Functioning as a vital strategic partner to frontline fundraisers throughout the donor lifecycle, you will deliver crucial decision intelligence, evaluate and optimize fundraiser portfolios, and co-develop moves management strategies that accelerate major gift pipelines across the institution.
In this role, you will apply seasoned research expertise to evaluate complex donor wealth structures, giving capacity, and philanthropic inclination. By translating raw data, corporate disclosures, real estate records, and market trends into actionable briefings, you will serve as an indispensable strategic co-pilot, driving donor velocity and fuelling UCSF's most ambitious scientific, clinical, and educational initiatives.

Why This Role Is Unique

• Strategic Engine of Philanthropy: Work within a forward-thinking Prospect Development team that moves far beyond traditional research, integrating predictive modeling, proactive pipeline strategy, and data science.


• Direct Frontline Co-Pilot: Act as an embedded advisor to frontline fundraisers, participating in strategy check-ins, optimizing portfolio health, and guiding donors through qualification, cultivation, and solicitation.


• Complex Data Synthesis: Tackle intricate wealth structures - including private equity, venture capital, private business valuations, and family foundations - transforming obscure intelligence into clear executive summaries.


• High-Impact Collaborative Culture: Join a supportive, highly matrixed team within UDAR, offering flexible hybrid work options at UCSF's 2001 The Embarcadero location.

Desired Mindset & Competencies

• Analytical Curiosity & Problem Solving: Demonstrated ability to triangulate incomplete or contradictory data from disparate public sources and distill it into clear, defensible capacity estimates.


• Consultative Partnership: Professional maturity and political acumen to partner effectively with frontline officers, offering data-backed guidance and constructive portfolio recommendations.


• Integrity & Discretion: Absolute commitment to maintaining donor privacy, data integrity, and compliance with institutional research policies.


• note: Salary commensurate with internal equity based on education, scope, and experience

Qualifications

Knowledge, Skills and Abilities

Req / Pref

• Thorough knowledge of prospect research techniques, wealth intelligence methodologies, and tools (e.g., LexisNexis, ResearchPoint, iWave, SEC filings, real estate/property records) to evaluate donor capacity, inclination, and affinity. Req


• Strong technical skills to utilize, manipulate, and extract information from fundraising CRMs and databases (e.g., Salesforce, Advance, Raiser’s Edge/NXT) to maintain data integrity and generate complex reports. Req


• Applied understanding of moves management frameworks, portfolio tracking concepts, and the donor lifecycle (qualification, cultivation, solicitation, stewardship) to analyze portfolio metrics and resolve pipeline bottlenecks. Req


• Professional maturity and consultative capability to partner effectively with frontline fundraisers, offer data-backed recommendations, and guide prospect trajectories. Req


• Strong verbal and written communication skills to articulate reasoning behind analyses and produce concise, executive-level prospect profiles, briefings, and portfolio summaries. Req


• Strong analytical abilities and critical thinking skills to evaluate complex issues, synthesize contradictory or obscure data, and identify practical solutions within defined procedures and policies. Req


• Proven project management skills to manage research deliverables through to completion while adapting to changing priorities, deadlines, and directions. Req


• Thorough knowledge of confidentiality, regulatory, and university policies governing research activities and donor data privacy. Req


• 2 to 3+ years of professional experience in prospect development, prospect research, or portfolio management, or a transferable research-intensive background (e.g., market intelligence, due diligence, legal/academic research). Req


• Demonstrated experience analyzing complex wealth indicators, including private equity holdings, venture capital investments, private company valuations, real estate portfolios, and private foundations. Pref


• Prior professional experience working within a complex, decentralized higher education, academic medicine, or major medical research setting. Pref


• Familiarity with leveraging predictive modeling scores, wealth screening algorithms, and data visualization tools (such as Tableau or Power BI) to inform portfolio strategy. Pref


• Bachelor's degree in related area and / or equivalent experience / training. Req