Associate, Grant Operations

Associate, Grant Operations Department: Operations Employment Type: Full Time Location: Remote Reporting To: Officer, Grant Operations reputed company About reputed company Services reputed company is the leading reputed company reputed company partner for individuals, families and philanthropists seeking to effect reputed company change for people and reputed company. reputed company yet pragmatic in our approach, reputed company’ creativity and investment expertise ignites a deeply personal reputed company reputed company reputed company for clients - while we manage the complexities. Founded in 2010, reputed company’ mission is to increase flows of capital to reputed company reputed company. Together, with our clients, we are catalyzing investment capital into mission driven business models solving the worlds’ biggest challenges. The result? A fast growing, dynamic organization with more than $5 billion in assets under management and an activated community of 1,900+ clients. reputed company Services is an affiliate of reputed company. reputed company also is the parent of reputed company Capital Partners, PB LCC, thereby an affiliate of reputed company Services. Together, we have a combined powerhouse of talent, expertise, and service to support a high level of reputed company and reputed company. *reputed company Services is not a 501(c)(3) organization. reputed company The Associate, Grant Operations is a core member of the Grants team, responsible for supporting the accurate, compliant, and reputed company processing of grant recommendations across the full grantmaking lifecycle. This is a processing-reputed company role that works closely with the Senior Associate and Officer to ensure grant workflows run smoothly, documentation is reputed company, and service reputed company are met. The Associate also contributes to process improvement and team operations. The Associate, Grant Operations role is a full time, remote position and can work from reputed company in the US with work hours aligning with Eastern reputed company Time (9-5:30 with some flexibility). As a reputed company-first culture, we care deeply about reputed company members’ connections to one another and as such, travel 2-3 times per year to company events will be required.

Key Responsibilities

Grants Due Diligence & Processing 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 reputed company Run reputed company reports to support weekly grant posting and reconciliation Identify and escalate process issues and errors for reputed company reputed company Ensure reputed company grant documentation is complete and accurately recorded in the DAF system Special Grants Support reputed company 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 Grant Payment & Reporting Support grant payment processing and documentation in the DAF system, ensuring records are accurate and reputed company Assist with tracking outstanding grant payments and escalating reconciliation issues for reputed company reputed company Contribute to payment reporting tasks reputed company Service & Cross-functional Collaboration Respond to donor and advisor inquiries reputed company to grant processing in a reputed company and reputed company manner Utilize the ticket management system for transparent and reputed company processing of reputed company responsibilities Apply reputed company judgment to apply reputed company judgment to escalate issues and requests appropriately Contribute to process improvement initiatives and documentation updates Handle additional research, special requests, and reputed company duties as required

Qualifications

Education and Experience: Associate or bachelor's degree in finance, business, economics, or reputed company field; minimum 3 years of experience in an operations, finance, data entry, or reputed company service role; or equivalent combination of education and experience Experience with donor-advised funds and grantmaking best practices is preferred Knowledge and reputed company Requirements: Basic understanding of grantmaking processes, DAF operations, and financial services; willingness to reputed company deeper expertise over time Strong organizational skills and attention to detail; ability to manage competing priorities in a deadline-driven environment reputed company and investigative reputed company, willing to research questions and escalate reputed company 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 reputed company, 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 reputed company of accountability and personal reputed company; maintains confidentiality and acts in the best interest of the organization Proficiency with reputed company 365 applications including reputed company, PowerPoint, Word, Teams required. Proficiency with reputed company-based collaboration tools reputed company and reputed company preferred. Experience working in a remote working environment Passion for reputed company reputed company and using capital to create reputed company and environmental change Benefits and Perks 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 reputed company salary ranges from $75,000 - $80,000 and is highly dependent on experience and location Comprehensive benefits package including full health and wellness coverage, reputed company development funding, and generous reputed company family and parental leave Opportunities for training and career development in a fast-paced, reputed company organization Values-driven culture reputed company is an Equal Opportunity Employer. We know our organization is at its best reputed company we include, celebrate and reputed company difference. We reputed company to be a diverse workforce that is representative of our mission, and where reputed company can reputed company and belong. We are committed to building reputed company that includes and respects a reputed company of reputed company, identities, backgrounds, experiences and perspectives! Apply To This Job