ImpactAssets

Operations

• 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
• 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
• Serve as a first point of contact and functional resource for grant payment issuance and reporting, and escalating matters outside established parameters to operations leadership as needed
• Provide daily oversight, guidance, and coaching to grants team members

Officer, Grant Operations

Financial Planning and Analysis

• Data entry, updates, and integrity protection of investments within multiple investment management systems
• Creation of loan schedules and interest accruals, entry of payments and valuations
• Support swift response to all investment notifications and corporate actions via ticket management system
• Review and support execution for assigned investment actions
• Monitor expected or overdue loan payments and maturity
• Monitor direct equity portfolio and subsequent priced rounds
• Conduct periodic research of potentially distressed investments to inform Portfolio Health Monitoring
• Log and save investment reporting for internal and client access, and secure past due reporting
• Identification of positive portfolio news in reports, newsletters, and other communications, to give voice to and amplify the positive impact of our Portfolio
• Identify new process improvements to maintain a world-class, efficient operation
• Support cross-functional projects and process improvement opportunities

Officer, Grant Operations

Investment Operations Associate