
11 - 50 employees
💸 Finance
🤝 Non-profit
🌍 Social Impact
Finance • Non-profit • Social Impact
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.
🕒 June 10
🇺🇸 United States – Remote
💵 $75k - $80k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
⚙️ Operations
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11 - 50 employees
💸 Finance
🤝 Non-profit
🌍 Social Impact
Finance • Non-profit • Social Impact
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 using GuideStar, IRS Publication 78, and other research tools • Review and update electronic payment details for grantee organizations • Assist with weekly grant approvals and grant letter processing • Run standard reports for weekly grant posting and reconciliation • Identify and escalate process issues and errors • Ensure grant documentation is complete and accurately recorded in the DAF system • Provide processing support for international and expenditure responsibility grants • Track reporting requirements and payment schedules • Support documentation preparation for intermediary workflows • Support grant payment processing and documentation in the DAF system • Track outstanding grant payments and escalate reconciliation issues • Contribute to payment reporting tasks • Respond to donor and advisor inquiries related to grant processing • Utilize the ticket management system for transparent and timely processing • Escalate issues and requests appropriately • Contribute to process improvement initiatives and documentation updates • Handle research, special requests, and ad hoc duties as required • Report to the Officer, Grant Operations
• 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 • Strong analytical and problem-solving skills with an investigative mindset • 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
• 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 • Equal Opportunity Employer
Apply Now🕒 June 10
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