Support end-to-end grantmaking operations: process grant recommendations, conduct grantee due diligence, maintain DAF records, assist payments and reconciliation, respond to donor/advisor inquiries, and contribute to process improvements and special grant workflows.
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!
About
ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet’s future and improving the lives of all people. As a leading impact investing firm, we offer deep strategic expertise to help our clients define and execute on their impact goals.
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