Associate – Grant Operations

This is a fully remote position, open to applicants in United States.

📋 Description

• Carry out daily processing of grant recommendations, ensuring that all entries are precise, compliant, and completed within the specified timeframe.

• Perform due diligence on grantees to confirm their eligibility, utilizing resources such as GuideStar, IRS Publication 78, and other research tools.

• Review and update the electronic payment information for grantee organizations upon request.

• Collaborate with the team to assist in weekly grant approvals and the processing of grant letters.

• Identify and escalate any process issues or errors for prompt resolution.

• Ensure that all grant documentation is thoroughly completed and accurately recorded in the DAF system.

• Provide processing assistance for special grant categories, including international grants.

• Support the processing and documentation of grant payments within the DAF system, ensuring that records remain accurate and up-to-date.

• Address donor and advisor inquiries related to grant processing in a timely and professional manner.

• Manage additional research, special requests, and ad hoc responsibilities as necessary.

⛳️ Requirements

• An associate or bachelor's degree in finance, business, economics, or a related field; a minimum of 3 years’ experience in operations, finance, data entry, or client service roles; or an equivalent combination of education and experience.

• Prior experience with donor-advised funds and grantmaking best practices is preferred.

• A basic understanding of grantmaking processes, DAF operations, and financial services; a willingness to deepen expertise over time.

• Strong organizational skills and meticulous attention to detail; ability to prioritize competing tasks in a deadline-driven setting.

• A resourceful and investigative approach, with a readiness to research questions and escalate issues when necessary.

• Excellent analytical and problem-solving capabilities.

• Outstanding interpersonal, written, and verbal communication skills; comfortable engaging with donors, advisors, and external partners.

• Proficiency in Microsoft 365 applications, including Excel, PowerPoint, Word, and Teams is required.

• Familiarity with cloud-based collaboration tools such as Box and Asana is preferred.

• Experience working in a remote environment.

• A passion for impact investing and utilizing capital to foster social and environmental change.

🏝️ Benefits

• Unique benefits, including a virtual work stipend and contributions to the employee’s own Donor Advised Fund.

• Competitive total compensation package, which includes a discretionary bonus, a 401(k) plan, and a generous time-off policy.

• Comprehensive benefits package that includes full health and wellness coverage, funding for professional development, and generous paid family and parental leave.

• Opportunities for training and career advancement within a dynamic, forward-thinking organization.

• A values-driven culture.