Jewish Community Federation and Endowment Fund

Research and Prospect Analyst

Jewish Community Federation and Endowment Fund

full-time

Posted on:

Origin:  • 🇺🇸 United States • California

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Salary

💰 $71,000 - $88,000 per year

Job Level

Mid-LevelSenior

About the role

  • As the largest Jewish philanthropic organization in California, the Jewish Community Federation and Endowment Fund connects donors, changemakers, and community partners to build a thriving, resilient future.
  • Research and Prospect Analyst plays a key role on the Integrated Philanthropy team; responsible for sourcing, research, strategy, and analysis to open new donor-advised funds and support donor stewardship and retention.
  • Create and manage research processes and protocols supporting prospecting, fundraising, and stewardship events.
  • Lead team portfolio management practices in collaboration with relationship managers and fund advisors.
  • Maintain accurate and up-to-date donor data in Salesforce using recognized fundraising and research ethical standards and best practices.
  • Identify, research, and analyze new DAF prospects and current non-DAF donors utilizing subscription databases, and internal and external resources.
  • Draft, revise, and edit research documents for senior leadership, including confidential background reports, prospect briefings, and biographies.
  • Identify lifecycle events for key constituents and contribute to team efforts to increase/enhance donor retention and stewardship.

Requirements

  • Demonstrated strong research and analytical skills.
  • Strong collaborative orientation and excellent communication skills.
  • Ability to develop working relationships with colleagues across teams.
  • Ability to complete complex projects independently and prioritize tasks to meet deadlines.
  • Knowledge and understanding of the fundraising cycle and where research fits within that cycle.
  • Ability to take ownership of projects to completion, generate ideas aligned with team needs/goals, and provide leadership.
  • Strong written skills (editing and proofreading), including the ability to succinctly translate data for fundraisers, senior management, and the board of directors.
  • High level of attention to detail, particularly with names, financial data, and biographical details.
  • Sound judgment and discretion in handling and securing confidential information and adhering to professional ethics.
  • Commitment to embody, practice, and develop growth mindset skill sets in work and interactions.
  • Demonstrated proficiency in office software (Microsoft Office) and research databases such as IWAVE for Development Professionals.
  • Experience using Salesforce or other similar CRM software is a plus.
  • A bachelor’s degree and minimum 3 years of professional experience in nonprofit (preferably donor research) or 4 years of relevant experience required.