Research and Prospect Analyst

ORGANIZATIONAL OVERVIEW 

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. The Federation serves as a trusted partner and advisor for those seeking to make an impact today while shaping a better tomorrow. We invest in education, social services, and security while mobilizing crisis relief worldwide. With over a century of leadership, we empower individuals and families to give strategically, building a thriving and resilient future for generations to come. Whether strengthening Jewish life in the Bay Area, safeguarding Jewish communities worldwide, or ensuring a safe and democratic Israel, we empower people to take meaningful action that echoes for generations. 

The Federation is seeking a highly motivated and qualified individual with a variety of skill sets who wants to join a team working to build a new model of 21st century and next generation Federation engagement.  

ROLE SUMMARY  

The Research and Prospect Analyst plays a key role on the Integrated Philanthropy team. This position is responsible for work in two key areas: helping the Philanthropy Team open new donor-advised funds through sourcing, research, strategy and analysis; and supporting donor stewardship and retention by identifying and tracking donor lifecycle events. 

As the Federation continues to grow, the responsibilities of this role will evolve accordingly. The ideal candidate is a proactive, strategic thinker with a flexible mindset, someone who excels at turning ideas into actionable strategies and measurable results. Comfort working alongside senior philanthropy professionals and executives is essential. This role reports to Sr. Director of Philanthropy.

We encourage candidates of all backgrounds and identities, including those who do not identify as Jewish, to apply. 

This role is a full-time, hybrid position with two days per week (Wednesdays and Thursdays) in our San Francisco office. 

ESSENTIAL FUNCTIONS  

General Support 

• 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. 
• Other projects as needed. 

DAF Prospecting Support 

• 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, aligning output with institutional strategies and messaging to create donor strategies and team assignments. 

Stewardship and Retention 

• Identify lifecycle events for our key constituents, ensuring the Federation is tracking and appropriately acknowledging lifecycle events that deepen donor engagement. 
• Contribute to team efforts to increase/enhance donor retention, recapture, and stewardship. 

 QUALIFICATIONS, KNOWLEDGE, SKILLS, ABILITIES

• 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.  
   

EDUCATION AND EXPERIENCE   

A bachelor’s degree and minimum 3 years of professional experience in nonprofit (preferably donor research) or 4 years of relevant experience required. 

Salary commensurate with experience. Excellent benefits — medical, dental, vision, vacation, sick pay, holidays (including Jewish), and retirement plan. 

EMPLOYMENT PRACTICES 

The Federation views equity, diversity, inclusion, and belonging as the pathway to achieving inclusive excellence and fostering a company culture where everyone can thrive. We strive to create a community that draws upon the widest possible talent pool to unify excellence and diversity while fully embracing individuals from varied backgrounds, cultures, races, identities, life experiences, perspectives, beliefs, and values. The Jewish Community Federation and Endowment Fund is an equal opportunity employer.