Associate, Grant Operations

**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 relate…