Officer, 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 Officer, Grant Operations manages the day-to-day operations of the Grants function, ensuring timely, accurate, and compliant processing of all grant recommendations including domestic and international grantmaking while maintaining adherence to organizational and IRS requirements. This role supervises a team of grants associates, serves as a functional resource, and collaborates with internal teams and external stakeholders on DAF grantmaking. The Officer also contributes to process improvement and operational initiatives as needed. The Officer, 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** - Manage grantmaking process – identify, track & address issues/tailored expectations (special grant letters/agreements, text, acknowledgement) to ensure all grantmaking is compliant with IRS guidelines and executed in a timely manner - Manage and execute the day-to-day grantmaking process, ensuring all recommendations are processed accurately, compliantly, and on time in alignment with director-level oversight - Review and approve all grant recommendation entries in the DAF system, verifying required documentation and current grantee eligibility - Review and update payment details for grantees when electronic payment is requested - Prepare and submit grant approvals for director-level review as required - Review and finalize all grant letters, ensuring accuracy and any tailored expectations are reflected - Run all reports needed to support weekly grant posting and reconciliation - Identify and address process-related issues in coordination with team members, updating standard operating procedures as needed - Serve as a first-tier escalation point for complex or non-standard grant recommendations, applying sound judgment to triage and resolve issues within established risk tolerance, and escalating to the Director or operations leadership as appropriate **Special Grants and Complex Grantmaking** - Manage special grantmaking, including international grants, domestic expenditure responsibility grants, and recoverable grants - Work with donors and advisors to confirm process requirements for special grantmaking and clarify details prior to entry - Initiate and manage workflows with intermediary organizations, requesting required documentation and preparing agreements as needed working directly with the Legal team - Complete due diligence process with all necessary support prior to director approval - Coordinate with intermediaries to fulfill obligations for a…