
11 - 50 employees
ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet’s future and improving the lives of all people. We empower impact investors and philanthropists with access to investing opportunities and customized solutions that promote positive change. However you envision a better world, we exist to help you achieve your greatest impact.
🔥 11 minutes ago
🇺🇸 United States – Remote
💵 $75k - $80k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
⚙️ Operations
🦅 H1B Visa Sponsor
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11 - 50 employees
ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet’s future and improving the lives of all people. We empower impact investors and philanthropists with access to investing opportunities and customized solutions that promote positive change. However you envision a better world, we exist to help you achieve your greatest impact.
• 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 • 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 • Support grant payment processing and documentation in the DAF system, ensuring records are accurate and current • Respond to donor and advisor inquiries related to grant processing in a timely and professional manner • Handle additional research, special requests, and ad hoc duties as required
• 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 analytical and problem-solving skills • Excellent interpersonal, written, and verbal communication skills; comfortable engaging with donors, advisors, and external partners • 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
• 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 • 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
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