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Job ID: 130410

Fund Analyst (4628U) - 27386 - 1141
University of California, Berkeley

Date Posted Oct. 3, 2019
Title Fund Analyst (4628U) - 27386 - 1141
University University of California, Berkeley
Berkeley, CA, United States
Department N/A
Application Deadline Open until filled
Position Start Date Available immediately
  • Professional Staff
  • Finance/Investment Management

Fund Analyst (4628U) - 27386 - 1141

About Berkeley

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

Application Review Date

The First Review Date for this job is: August 13, 2019

Departmental Overview

University Development and Alumni Relations, formerly named University Relations, increases support for and enhances knowledge of UC Berkeley through communications, public outreach, and fundraising. The department is responsible for centralized fundraising and donor engagement, and works to strengthen unit development offices by consulting and partnering with campus fundraisers. University Development and Alumni Relations also handles a range of central activities and services encompassing events, communications, stewardship, prospect development, gift management, database management, and more.

University Development and Alumni Relations encompasses the UC Berkeley Foundation (UCBF), a California nonprofit public benefit corporation established to secure support for the University. The UCBF is also Cal's primary vehicle for enlisting fundraising volunteers from the private sector. The UCBF is staffed by University Development and Alumni Relations leadership.

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 acknowledgment 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 $600 million annually, and manages over 10,000 active current use, capital, and endowed gift funds. Donor and Gift Services is comprised of three teams - Gift Services, Fund Management, and Donor Recognition. As an active advocate for donor interests, Fund Management aims to ensure donor intent is clearly communicated to and followed by campus through an array of venues, including financial systems and reporting, and that this intent is honored for years to come.


As a member of the Fund Management team within Donor and Gift Services in University Development and Almuni Relations, the Fund Analyst is responsible for supporting the Fund Management program through analytical review and understanding of endowment and current-use funds, their expenditure, and the policies that govern them. In addition, the Fund Analyst has primary responsibility for managing the campus's portfolio of funds available on the university's online giving portal, and provides back-up support for the team member that establishes and records gift funds in the campus advancement database and in the campus financial system.

  • Triage, review, and respond to campus inquiries to resolve technical and financial issues related to funds.
  • Leverage strong understanding of funds and their related systems to provide analytical insight in maintaining all facets of database characteristics.
  • Work within various financial and reporting systems to create new funds and communicate technical and financial fund information to various constituents across campus.
  • Point of contact and expert for inquiries related to Berkeley's online giving portal, as well as manage and maintain fund portfolio.
  • Applies professional concepts to perform basic financial or system analysis to understand past performance, and determine present and future performance of gift investment and movement through the Berkeley Financial System.
  • Assist in regular comprehensive audits of fund data and financial information audits.
  • Review, interpret, and consult gift agreement language.
  • Provide guidance to campus colleagues in utilization of gifts.
  • This position requires advanced Excel skills.

Required Qualifications

  • Thorough knowledge of financial processes, policies and procedures
  • Knowledge of financial and advancement data management and reporting systems.
  • Must be proficient in use of Microsoft Office and common desktop/web applications.
  • Must have an intermediate skill level in Microsoft Excel, including the ability to apply functions, build basic pivot tables and analyze large data-sets.
  • Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision-making; ability to develop original ideas to solve problems.
  • Leadership skills to provide guidance, coaching and mentoring to professional and support staff.
  • Preferred: Knowledge of campus and system-wide policies and procedures that relate to the acceptance, administration and expenditure of gift funds.

Salary & Benefits

This is an exempt, monthly paid position. Annual 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:
For the complete University of California nondiscrimination and affirmative action policy see:

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