Note: The job is a remote job and is open to candidates in USA. ImpactAssets is the leading impact investing partner for individuals, families and philanthropists seeking to effect real change for people and planet. The Associate, Grant Operations is a core member of the Grants team, responsible for supporting the accurate, compliant, and timely processing of grant recommendations across the full grantmaking lifecycle.
Responsibilities
- Execute day-to-day grant recommendation processing, ensuring entries are accurate, compliant, and completed on time
- Conduct grantee due diligence to verify eligibility, including use of GuideStar, IRS Publication 78, and other research tools
- Review and update electronic payment details for grantee organizations as requested
- Assist with weekly grant approvals and grant letter processing in coordination with the team
- Run standard reports to support weekly grant posting and reconciliation
- Identify and escalate process issues and errors for timely resolution
- Ensure all grant documentation is complete and accurately recorded in the DAF system
- Provide processing support for special grant types, including international grants and expenditure responsibility grants, in accordance with established procedures
- Assist with tracking reporting requirements and payment schedules for grant recommendations
- Support documentation preparation for intermediary workflows following established workflows
- Support grant payment processing and documentation in the DAF system, ensuring records are accurate and current
- Assist with tracking outstanding grant payments and escalating reconciliation issues for timely resolution
- Contribute to payment reporting tasks
- Respond to donor and advisor inquiries related to grant processing in a timely and professional manner
- Utilize the ticket management system for transparent and timely processing of all responsibilities
- Apply sound judgment to apply sound judgment to escalate issues and requests appropriately
- Contribute to process improvement initiatives and documentation updates
- Handle additional research, special requests, and ad hoc duties as required
Skills
- Associate or bachelor's degree in finance, business, economics, or related field; minimum 3 years of experience in an operations, finance, data entry, or client service role; or equivalent combination of education and experience
- Basic understanding of grantmaking processes, DAF operations, and financial services; willingness to develop deeper expertise over time
- Strong organizational skills and attention to detail; ability to manage competing priorities in a deadline-driven environment
- Resourceful and investigative mindset, willing to research questions and escalate when needed
- Excellent organizational skills and attention to detail; ability to manage competing priorities in a deadline-driven environment
- Strong analytical and problem-solving skills with an investigative mindset, willing to dig deeper rather than accept information at face value
- Excellent interpersonal, written, and verbal communication skills; comfortable engaging with donors, advisors, and external partners
- Demonstrated ability to identify and implement process improvements
- Ability to adapt to variable work volumes, including periods of high activity
- Strong sense of accountability and personal integrity; maintains confidentiality and acts in the best interest of the organization
- Proficiency with Microsoft 365 applications including Excel, PowerPoint, Word, Teams required
- Experience working in a remote working environment
- Passion for impact investing and using capital to create social and environmental change
- Experience with donor-advised funds and grantmaking best practices is preferred
- Proficiency with cloud-based collaboration tools Box and Asana preferred
Benefits
- Unique benefits, including virtual work stipend and contribution to employee’s own Donor Advised Fund
- Competitive total compensation, including discretionary bonus, 401(k) plan, and generous time off plan
- Comprehensive benefits package including full health and wellness coverage, professional development funding, and generous paid family and parental leave
- Opportunities for training and career development in a fast-paced, progressive organization
- Values-driven culture
Company Overview