Associate, Grant Operations

Key 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 

Qualifications

• 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 

• 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