Associate I, External Affairs Operations, Grants and Donor-Advised Fund Administration (Hybrid)

Washington, DC (901 E)

This position reports to the manager, External Affairs Operations, is based in Pew's Washington, DC office, and is eligible for up to 60% telework.

Position Overview

This is an exciting opportunity to support and learn more about non-profits and development operations. As a member of the External Affairs Operations team, the associate will contribute to donor-advised fund administration and grants management.

Responsibilities

Donor-Advised Fund (DAF) Administration and Support (40%)

In coordination with principal associate, External Affairs Operations, manage grants from Pew's DAFs, including:

• Conduct initial research on prospective grantees, including summarizing grantee organizational background, compiling news articles and other publicly available information to inform a reputational risk assessment, confirming grantee's nonprofit status, and synthesizing grantee financial information.
• Conduct initial review and format grantee proposals and reports to ensure completion and accuracy.

• Coordinate the scheduling and preparation of materials for grantee onsite visits and meetings.
• Collaborate on drafting and compiling stewardship materials for donor advisers.
• Assist in department efforts to identify, analyze, and implement opportunities to improve business processes and procedures.

External Affairs Operations Support (60%)

Provide support to manager, External Affairs Operations, in managing incoming grants administration, including:

• Assemble and complete an initial review of grant agreement packets, including research regarding past agreements with existing or previous donors, proposal narrative and budget documents, and grant agreements with exhibits.
• Verify grant-related data and information is recorded accurately in Pew's Client Relationship Management system, Salesforce. Conduct semi-annual audit of grant-related information recorded in Salesforce.
• Draft tax acknowledgment letters for incoming donations.
• In collaboration with manager, External Affairs Operations, identify and develop strategies to streamline the grants administration process.
• Provide support and participate in other special projects and duties, as assigned.

Requirements

• Bachelor's degree or equivalent experience required.
• Minimum of one year of professional work experience required. Previous experience in grants administration or fundraising department at a non-profit organization strongly preferred.
• Strong attention to detail, particularly with regard to process and procedures, and facts and figures. Ability to monitor and double-check work and information for accuracy and quality. Strong verbal and written (including editing and proofreading) communication skills.
• Demonstrated ability to organize and prioritize work, be flexible and adaptable to change, be proactive, take initiative, resolve problems, follow through and simultaneously manage multiple priorities to ensure goals are met in a timely manner.
• Strong partnership orientation. A team player with an enterprise-wide view. Respect for teamwork and appropriate communication and coordination with colleagues. Ability to maintain a customer service demeanor at all times.
• Sound judgment and discretion in handling and securing confidential information.
• Demonstrated experience using Salesforce, foundationConnect or similar grants management system, or other CRM database in a non-profit setting to manage workflow and relationships with external constituents is preferred.
• Proficiency with Adobe Acrobat Pro, SharePoint, and Microsoft Office suite, with strong skills in Excel preferred. Comfortable learning new software applications and developing new technical skills.

Total Rewards

We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; and work/life benefits to maintain a good balance.

The Pew Charitable Trusts is an equal opportunity employer, committed to a diverse and inclusive workplace. Pew considers qualified applicants for employment without regard to age, sex, ethnicity, religion, disability, marital status, sexual orientation or gender identity, military/veteran status, or any other basis prohibited by applicable law.

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