Prospect Development Analyst

CASE; San Francisco (CA); Hybrid; USD 70,000 - 110,000; Full time

Job summary

UCSF’s Office of University Development and Alumni Relations (UDAR) is seeking a Prospect Development Analyst to advance transformative philanthropy through data analytics, market intelligence, and in-depth research. You will become a strategic partner to frontline fundraisers, delivering decision intelligence to drive major gift pipelines and portfolio optimization.

Join a collaborative, highly matrixed team with flexible hybrid work options at UCSF's Embarcadero location, translating complex

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• 2–3+ years in prospect development, research, or portfolio management.
• Knowledge of prospect research techniques and wealth intelligence tools.
• Experience with fundraising CRMs (Salesforce, Advance, Raiser's Edge/NXT).
• Understanding moves management and donor lifecycle analysis.
• Ability to partner with frontline fundraisers and guide prospect trajectories.
• Strong written and verbal communication for executive-level profiles.

Responsibilities

• Deliver decision intelligence to frontline fundraisers across the donor lifecycle.
• Evaluate and optimize prospect portfolios and major gift pipelines.
• Co-develop moves management strategies to accelerate donor velocity.
• Translate complex wealth data into concise executive briefings and summaries.
• Support data privacy and regulatory compliance in fundraising activities.

Skills

Analytical thinking

Stakeholder partnership

Integrity

Communication skills

Project management

Regulatory awareness

Research synthesis

Education

Bachelor's degree in related field

Tools

LexisNexis

ResearchPoint

iWave

SEC filings

Real estate records

Salesforce

Advance

Raiser’s Edge/NXT

Job description

Position Overview

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 fueling 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

Department Overview

At UCSF's Office of University Development and Alumni Relations (UDAR), we're proud to be the kind of place where great ideas can come from anyone, and you can do the most impactful work of your career alongside fantastic colleagues. From our pioneering work in the AIDS crisis to the creation of a silicon brain, you will experience the world-class nature of our work and the difference it makes.

UDAR is a team of innovative professionals who partner with world-class scientists, healthcare providers, and philanthropists to advance breakthrough research and life-changing patient care. We're one of the nation's top fundraising organizations, home to smart, driven people who care deeply about UCSF's mission to advance science and transform health.

Our success comes from the combined talents of many roles: frontline fundraisers who build transformative partnerships with donors; alumni relations professionals who nurture lasting connections with the UCSF community; writers and designers who help tell the university’s story; researchers and analysts who provide critical insights; and operations and information systems experts who keep us running smoothly.

What makes UDAR special? A commitment to growing talent from within, celebrating collective wins, and creating an environment where our staff thrive. Our culture of team-based fundraising is distinctly collaborative, and we're always eager to embrace fresh approaches.

Regardless of your role at UCSF, you'll be part of a unified team operating at the very top of its game.

Read more about UCSF here https://magazine.ucsf.edu/

Qualifications

Minimum Requirements:

• Bachelor's degree in a related area and/or equivalent experience/training.
• 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).
• 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.
• 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.
• 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.
• Professional maturity and consultative capability to partner effectively with frontline fundraisers, offer data-backed recommendations, and guide prospect trajectories.
• Strong verbal and written communication skills to articulate reasoning behind analyses and produce concise, executive-level prospect profiles, briefings, and portfolio summaries.
• 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.
• Proven project management skills to manage research deliverables through completion while adapting to changing priorities, deadlines, and directions.
• Thorough knowledge of confidentiality, regulatory, and university policies governing research activities and donor data privacy.

Preferred Qualifications:

• Demonstrated experience analyzing complex wealth indicators, including private equity holdings, venture capital investments, private company valuations, real estate portfolios, and private foundations.
• Prior professional experience working within a complex, decentralized higher education, academic medicine, or major medical research setting.
• Familiarity with leveraging predictive modeling scores, wealth screening algorithms, and data visualization tools (such as Tableau or Power BI) to inform portfolio strategy.