Endowment Reporting Officer (6300U) #22976
Univ Dev and Alumni Rel
The University of California, Berkeley, is one of the world's most iconic teaching and research institutions. Since 1868, Berkeley has fueled a perpetual renaissance, generating unparalleled intellectual, economic and social value in California, the United States and the world. Berkeley's culture of openness, freedom and acceptanceacademic and artistic, political and culturalmake it a very special place for students, faculty and staff.
Berkeley is committed to hiring and developing staff who want to work in a high performing culture that supports the outstanding work of our faculty and students. In deciding whether to apply for a staff position at Berkeley, candidates are strongly encouraged to consider the alignment of the Berkeley Workplace Culture with their potential for success at http://jobs.berkeley.edu/why-berkeley.html.
Application Review Date
The First Review Date for this job is: March 30, 2017
Donor and Gift Services provides an end-to-end spectrum of service that picks up from the point of donor solicitation and follows a philanthropic gift through documentation of donor intent, processing and acceptance, fund creation and management, and donor acknowledgement and recognition. It has delegated authority to accept gifts on behalf of the UC Berkeley Foundation and the UC Regents, has administrative responsibility for all private charitable contributions to UC Berkeley, representing cash and pledges of approximately $400 million annually, and manages over 12,000 active current use, capital, and endowed gift funds. As an active advocate for donor interests, Donor and Gift Services manages an array of programs that acknowledge and recognize donors in meaningful ways, report to them on the impact of their philanthropy, and deepen their engagement with the campus. Donor and Gift Services is comprised of five teams - Strategic Gift Initiatives, Gift Operations, Pledges and Complex Gifts, Fund Management, and Donor Recognition.
As a member of the Fund Management team within Donor and Gift Services in University Development and Alumni Relations, the Endowment Reporting Officer is responsible for supporting the fund management program through the management and execution of campus-wide endowment impact reporting programs. Comprised of over 4,400 individual funds, Berkeley's endowment has a market value of approximately $4 Billion and provides over $100 Million to the campus for expenditure each year. Berkeley's endowment supports the most pressing campus needs including faculty retention, research, student financial aid and teaching. Involves activities associated with reaching, serving, and engaging external constituencies through programs, products, and services not primarily related to fundraising. Constituencies include alumni, local community, government, parents, as well as the general public. Translates constituent needs and priorities into customized programs to create, enhance, and sustain relationships between the campus and its external constituencies.
Using institutional knowledge and awareness of constituency perception, assists the fund management team in implementing short and long-term strategic plans, programs, events, and activities that are related to the stewardship of Berkeley's 4,400+ endowment funds. Establishes and maintains contacts across campus to partner on the implementation of existing stewardship programs and activities that engage external constituencies around the impact of student, faculty and programmatic endowments.
May partner on all aspects of complex external relations programs, projects and events, including coordinating special programs and contributing to production of written and visual materials as they relate to communicating with external audiences on the use and impact of Berkeley's endowment. For example, this position aids in executing the campuswide reporting programs that demonstrate to donors that their endowments are having a beneficial effect on the campus's students, faculty and programs. Not limited to but including annual scholarship and fellowship reporting, which entails working across campus units to gather information. Maintains appropriate messaging and design of program collateral. This position is responsible for articulating the impact of the campus' over 2,000 endowed scholarship and fellowships, as well as working across campus to ensure that the 450 distinguished faculty that are supported through endowed chairs (with a total of $650M in endowment supporting them) also articulate that support to the external community.
Quickly and appropriately identifies, addresses, and mitigates unforeseen and/or rapidly unfolding events that may negatively impact relationships between the campus and various constituencies, keeping senior management appropriately advised and notified.
May mentor less experienced staff members.
Analyzes, summarizes and/or reviews data, reporting findings, interpreting results and/or making recommendations. For example, works with the fund management team to compile and mail annual scholarship reports. Works across the campus's fundraising community to ensure that appropriate individuals are receiving these personalized reports. Works on the messaging for the program and to secure the data required to prepare the personalized reports.
Responds to constituent inquiries as they relate to the use and importance of endowment funds, and the impact of scholarship, fellowship and faculty support for the campus. Establishes a standard of customer service to ensure exemplary support to internal and external constituents.
Advanced knowledge of the campus, its vision, mission, goals, objectives, achievements, issues of concern and infrastructure.
Advanced knowledge of assigned area of responsibility the campus' endowment and its support of students, faculty and programs.
Advanced knowledge of issues of concern in higher education.
Advanced knowledge of practices and procedures associated with building and maintaining effective working relationships with all levels of internal and external constituencies.
Advanced written, verbal, and interpersonal communication skills, including skill to produce information that is appropriately presented and effectively received by target constituencies.
Active listening skills, including advanced critical thinking and analytical skills.
Skill to recognize potential areas of constituency concern and address, resolve and/or mitigate problems or issues.
Advanced project management skills, including skills to plan and implement successful events.
Must be proficient in use of Microsoft Office and common desktop/web applications.
Salary & Benefits
Salary is commensurate with experience. For information on the comprehensive benefits package offered by the University visit:
How to Apply
Please submit your cover letter and resume as a single attachment when applying.
Conviction History Background
This is a designated position requiring fingerprinting and a background check due to the nature of the job responsibilities. Berkeley does hire people with conviction histories and reviews information received in the context of the job responsibilities. The University reserves the right to make employment contingent upon successful completion of the background check.
Equal Employment Opportunity
The University of California is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. For more information about your rights as an applicant see: http://www.eeoc.gov/employers/upload/poster_screen_reader_optimized.pdf
For the complete University of California nondiscrimination and affirmative action policy see:
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