Prospect Portfolio Specialist

The Beach • Long Beach, CA

2d

About The Position

Join the vibrant community at California State University, Long Beach (CSULB)! Located just three miles from the Pacific Ocean, CSULB offers an inspiring workplace and an exceptional Southern California lifestyle. Our 322-acre campus—one of the largest in the CSU system—serves more than 42,000 students and is known for its commitment to student success, innovation, and impactful academic and research initiatives. As a member of the CSULB community, you’ll experience a dynamic environment filled with cultural landmarks, collaborative energy, and opportunities to make a meaningful difference. Work-life balance thrives here. Long Beach blends coastal relaxation with urban vibrancy, offering miles of beaches, year-round sunshine, a thriving arts and food scene, and convenient access to both Los Angeles and Orange County. It’s an ideal place to grow your career while enjoying everything Southern California has to offer. Job Summary The Prospect Portfolio Specialist is responsible for proactive prospect identification, system updates, and prospect management updates to include contact report review, prospect record updates, and proposal tracking. The incumbent also is responsible for researching, analyzing data, collecting, and compiling background materials, data-mining reports and focused research on friends, parents, alumni and potential contributors to California State University, Long Beach.

Requirements

• Familiarity with biographic and financial research techniques using both printed and on-line sources.
• Computer literacy, preferably with MS Word, MS Excel, and MS Access.
• Proficiency in Microsoft Excel, including pivot tables, sorting, filtering, and ranking for prospect qualification and list development.
• Familiarity with computerized fundraising record systems, preferably Ellucian Advance Web platform.
• Communicates with the University community in a civil manner.
• Proficiency in writing clear, concise, and informative research profiles, reports, and summaries tailored to various audiences.
• Ability to manage multiple projects simultaneously, ensuring deadlines are met and tasks are prioritized effectively.
• Strong attention to detail in researching, documenting, and managing data to ensure accuracy and reliability.
• Skilled in identifying issues, analyzing potential solutions, and implementing effective strategies to address challenges in prospect research and management.
• Ability to handle sensitive information with discretion and maintain confidentiality in all aspects of prospect research and data management.
• Ability to communicate with an ethnically and culturally diverse campus community.
• Ability to follow all university policies, procedures, and guidelines including but not limited to safety, civility, information security, and non-discrimination policies and procedures.
• Ability to contribute to a positive university experience for each and every student and assist in achieving the university's commitment to a "vision of excellence."
• Equivalent to a bachelor’s degree in Business Administration, Communications, Public Administration, or Data Analytics, or a related field; and minimum two years of experience working with database or CRM systems to maintain records, extract data, and generate reports required.

Nice To Haves

• Preferred knowledge and understanding of SEC documents.
• Experience in advancement, prospect research, or donor database/CRM systems within higher education, healthcare, or mission-driven organizations is preferred.

Responsibilities

• Responsible for providing prospect updates for moves management. Duties include monitoring contact reports for solicitations, maintaining proposal activity, meeting with DoDs for portfolio reviews and updating prospect assignments.
• Compile background materials, focused research (full biographies, donor profiles, data-mining reports/inquiries, and summary paragraphs, etc.) and analyze data for alumni, friends and prospects of the university to identify pipeline.
• Gather and input prospect information as it relates to event attendance, subscription based database tools, and other relevant engagement efforts (i.e, email, surveys, and other related outreach).

Benefits

• Paid Time Off: Up to 24 vacation days per year (based on employee group and/or length of service), 14 paid holidays, and 12 sick days annually with unlimited accrual.
• Health Coverage: A variety of medical, dental, and vision plans.
• Retirement Plans: Participation in the CalPERS defined benefit plan, along with voluntary savings options such as 403(b), 401(k), and 457 plans.
• Educational Benefits: Tuition fee waiver programs for eligible employees; dependent eligibility varies by employee group and bargaining unit.
• Employee Assistance Program (EAP): Confidential counseling and support services for employees and their families.
• Additional Benefits: Wellness programs, professional development opportunities, and insurance options including life, disability, and pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees