Associate, Grant Operations

Associate, Grant Operations
Department: Operations
Employment Type: Full Time
Location: Remote
Reporting To: Officer, Grant Operations

Description

About ImpactAssets Services

ImpactAssets is the leading impact investing partner for individuals, families and philanthropists seeking to effect real change for people and planet. Bold yet pragmatic in our approach, ImpactAssets’ creativity and investment expertise ignites a deeply personal impact investing journey for clients - while we manage the complexities. Founded in 2010, ImpactAssets’ mission is to increase flows of capital to impact investing. 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.

ImpactAssets Services is an affiliate of ImpactAssets. ImpactAssets also is the parent of ImpactAssets Capital Partners, PB LCC, thereby an affiliate of ImpactAssets Services. Together, we have a combined powerhouse of talent, expertise, and service to support a high level of growth and vision.

• ImpactAssets Services is not a 501(c)(3) organization.

The Opportunity

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. This is a processing-focused role that works closely with the Senior Associate and Officer to ensure grant workflows run smoothly, documentation is current, and service levels 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 anywhere in the US with work hours aligning with Eastern Standard Time (9-5:30 with some flexibility). As a remote, people-first culture, we care deeply about our team 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 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

Special Grants Support

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

Grant Payment & Reporting

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

Client Service & Cross-functional Collaboration

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

Qualifications

Education and Experience:

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

Experience with donor-advised funds and grantmaking best practices is preferred

 Knowledge and Skill Requirements: 

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.

Proficiency with cloud-based collaboration tools Box and Asana preferred.

Experience working in a remote working environment

Passion for impact investing and using capital to create social 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

Base salary ranges from $75,000 - $80,000 and is highly dependent on experience and location

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

ImpactAssets is an Equal Opportunity Employer. We know our organization is at its best when we include, celebrate and embrace difference. We strive to be a diverse workforce that is representative of our mission, and where all can thrive and belong. We are committed to building a team that includes and respects a variety of voices, identities, backgrounds, experiences and perspectives!