Associate, Grant Operations

Department: Operations

Employment Type: Full Time

Location: Remote

Description

About ImpactAssets
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 $3 billion in assets under management and an activated community of 1,900+ clients. This level of growth, vision and commitment equals great opportunities to grow a career at ImpactAssets!  ImpactAssets is seeking a wide range of colleagues that share our urgency and audacity for driving outsized capital to impact investing. You dream big, have a track record for solving problems and know how to ‘get stuff done’.

The Opportunity

Are you passionate about philanthropy and committed to providing top-notch client service? Do you thrive in a fast-paced environment and have excellent organizational skills? If so, we have an exciting opportunity for you!

We are dedicated to supporting our clients in their philanthropic endeavors by ensuring efficient and timely grant processing. The Grants Associate is a key role responsible for supporting our grant processing function. Working closely with Client Service and Operations team members, this position provides daily support, assists in related project implementations, and elevates and refines our client service with respect to our grant processing.

If you are committed to serving clients at the highest level, genuinely like helping people through philanthropy, thrive in a fast-paced environment, are detail oriented and have excellent organizational skills, this role may be a great fit!  This is a full time, remote 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

We value diverse skill sets and recognize that candidates may specialize in certain areas while needing training in others; we encourage applications from individuals who possess experience in at least half of the areas of responsibility outlined below.

Grants Processing

• Be a critical member of the Operations team by providing support for weekly grants processing
• Conduct grantee due diligence to ensure grant eligibility
• Track status of and verify electronic payment details for grantee organizations
• Assist with weekly grant approvals and grant letter email process

 Other Responsibilities 

• Proactively propose and document process improvement opportunities
• Utilize ticket management system for timely and transparent processing of all responsibilities
• Use judgement to escalate issues and requests appropriately
• Provide excellent customer service via phone and email, as needed
• Other ad hoc duties as required 

Qualifications

·       Associate’s degree in finance, business, economics, or related field; minimum 2 years of experience in an operations, data entry, finance, or client service role; OR equivalent combination of education and experience. 
·       Basic understanding of investments and financial services, impact investing, donor advised funds, custodial relationships preferred
·       Energetic and organized individual; highly attuned organizational skills, attention to detail, professional demeanor, ability to work independently and prioritize competing demands·       Knowledge and passion for using investing as a means by which to engender social or environmental impact·       Demonstrated focus on continuous improvement and ability to identify and implement process improvements, especially through the use of systems and technology·       Able to develop a sense of urgency around processing and response timelines·       Resourceful in searching for responses to questions and developing solutions·       Proficiency with Microsoft 365 applications including Excel, PowerPoint, Word, Teams required·       Proficiency with