Associate, Finance & Philanthropies

Philanthropy

Working closely with senior leadership, the Family Office Associate will support impactful philanthropy across a broad range of issue areas and nonprofit partners. This is a collaborative, high-trust role that requires strong execution, responsiveness, and clear communication within a fast-paced environment. The role o ers meaningful exposure, mentorship, long term growth potential with a values driven environment.

• Execute daily grantmaking tasks: data entry, collecting and verifying information from grantees, tracking grants throughout the approval process, and maintaining organized records, grant trackers, and research files to support decision-making and compliance.
• Prepare routine documents and correspondence with exceptional diligence and accuracy.
• Conduct background research and due diligence on prospective and current grantees, philanthropic initiatives, and related issue areas to support informed philanthropic decisions.
• Monitor and summarize developments related to content areas (including antisemitism, the broader Middle East)
• Prepare clear, concise, and high-quality written materials including background memos, meeting summaries, agendas and trustee reports.
• Support preparation for meetings, convenings, and grantee visits or calls, including agendas and background materials.
• Assist with evaluation and learning efforts by compiling data, reports, and relevant metrics.
• Attend philanthropic meetings in support of specific content areas.

Family Office

• Work with family office to oversee sensitive personal and financial information with high discretion; compile financial information for projects and assist in the preparation of compliance reports.
• Assist in drafting and/or editing important documents and presentation materials, prepare routine documents, meeting agendas and summaries and correspondence with exceptional attention to detail.
• Monitor deadlines and project timelines, regularly updating manager.
• Collaborate with managers and provide regular updates on contracted vendors, consultants, and key projects.
• Support special projects and other assignments as needed, contributing to broader initiatives. Run ad hoc errands and special projects, as assigned.
• Perform data entry, scanning, filing, and basic housekeeping for contract management system, assist in annual audit and tax preparation.
• Perform accounts payable procedures, including coding and recording vendor invoices, reviewing/recording expense reimbursement requests and reviewing/recording monthly credit card expenses.
• Compile and verify financial information for senior management.

Other/Overall

• Participate in special projects or process-improvement initiatives; demonstrate adaptability and commitment to continuous improvement.
• Coordinate details for in-person meetings, including grantee visits offsite, as well as Zoom meetings while ensuring strong follow-through and responsive information flow across the team.
• Serve as note taker during meetings; includes drafting meeting minutes when needed.
• Managing ad hoc requests from management and colleagues and effectively communicating responses.
• Work with team to evaluate and strengthen systems, templates, workflows and operations processes to support an organized and evolving philanthropic function.

Candidate Requirements & Ideal Attributes

• Administrative and/or Project Coordination Experience - 3+ years in philanthropy, nonprofit, executive support, project coordination or other roles.
• Writing, Communication & Research Skills - Excellent writing, editing, and research skills, including the ability to prepare clear, polished, and succinct materials in a fast-paced environment.
• Project Management & Operational Excellence - Strong organizational and project management skills, exceptional attention to detail, and the ability to manage multiple priorities with follow-through and care.
• Technology & Systems Orientation - Strong technical proficiency, including Microsoft O ce, Adobe Acrobat, and DocuSign, along with comfort learning and leveraging emerging technologies and AI tools.
• Judgment, Responsiveness & Initiative - Reliable with strong discretion, and responsiveness, with the ability to adapt quickly, manage shifting priorities, and communicate proactively.
• Mission-Alignment & Dedication - Alignment with the organization's philanthropic values and commitment to supporting meaningful, high-impact work.
• Ability to maintain a professional, calm, "can do" attitude in a fast-paced environment.
• Meticulous attention to detail to ensure thoughtfulness, thoroughness, and accuracy of deliverables.
• Discrete and trustworthy, able to adapt to rapidly shifting needs and ability to be 24/7 responsive.
• Team player with strong interpersonal skills and the ability to work effectively and ability to work independently and on a team.
• Intellectual curiosity and sound judgment when working with sensitive or controversial topics.
• Interest in philanthropy, civic engagement, and finance.
• Discretion, professionalism, and reliability in handling confidential information

Pay and benefits

The base salary range for this position is: $72,000-$88,000

Base pay offered may vary depending on job-related knowledge, skills, and experience. The total compensation package includes medical, dental, vision, financial, and other benefits as well as the potential for an annual bonus consideration.