ImpactAssets

• 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 • Identify and escalate process issues and errors for timely resolution • Ensure all grant documentation is complete and accurately recorded in the DAF system • Provide processing support for special grant types, including international grants • Support grant payment processing and documentation in the DAF system, ensuring records are accurate and current • Respond to donor and advisor inquiries related to grant processing in a timely and professional manner • Handle additional research, special requests, and ad hoc duties as required

• 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

• 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

• Serve as primary event advisor to C-suite and senior stakeholders, translating strategic objectives, brand priorities, and key messaging into exceptional, bespoke experiences • Partner with HR and other department leaders to plan and execute internal in-person events including one annual all-hands and four department offsites, ensuring they are engaging, well-organized, and operationally smooth • Partner with the CEO and Executive team to plan and execute any in-person Board meetings • Source and cultivate relationships with top-tier vendors, venues, designers, caterers, and other partners across the country • Create comprehensive event plans including but not limited to; concept, program, timelines, vendor selection and management, invitation strategy, logistics • Lead end-to-end planning and execution of bespoke events including managing the end-to-end process for pre, during, and post-event activities and follow-up • Oversee onsite event execution, directing teams and third-party partners to deliver seamless guest experience and resolve issues in real time • Oversee delivery of virtual brand events, partnering with internal teams on content and execution • Manage event budgets, vendor contracts, procurement, and financial reconciliation with strict cost-control, value-maximization and an eye to sustainability • Ensure absolute discretion, confidentiality and sensitivity to client privacy and security requirements • Guarantee compliance with legal, tax, permitting, insurance and any other regulations as applicable • Deliver post-event reporting, ROI analysis, debriefs and recommendations for ongoing relationship management and event improvement • Where applicable, mentor and manage junior event staff or outside contractors

• Own and manage the client and firm investment reporting pipeline, ensuring quality/timely reports for cyclical and ad-hoc deliverables. • Develop and deploy advanced reporting deliverables leveraging functionality in Addepar (ImpactAssets’ investment management system), such as investment performance reporting, dashboards, templates, and custom views for both internal and external stakeholders. • Ensure accurate representation of varied investment structures within reporting outputs. • Serve as the escalation point for standard and complex reporting, applying deep technical and analytical expertise to solve new and existing challenges. • Advise on investment reporting best practices and advanced use cases. • Build and maintain strong relationships with internal and external stakeholders, understanding their unique needs, to improve team efficiency and capability through reporting. • Develop service level agreements (SLAs) for the investment reporting function in collaboration with stakeholders, taking full ownership of stakeholder relationships by ensuring expectations mutually agreed, understood, and met. • Provide proactive, responsive support to stakeholders, maintaining a high standard of professionalism in all interactions. • Solicit and incorporate stakeholder feedback to enhance reporting processes, templates, and delivery methods. • Enhance and expand the front-office investment reporting portal, increasing functionality, analytical depth, and client adoption. • Build, test, and maintain reporting templates, attributes, and dashboards, with a focus on alternative asset data and complex portfolios. • Train colleagues on self-service reporting capabilities, promoting organizational efficiency and firm wide data fluency. • Drive initiatives to automate recurring processes, reducing manual intervention and error risk. • Design and implement reporting workflows that balance efficiency with quality control, especially in handling complex investment data. • Establish standards and best practices for data governance within reporting outputs. • Evaluate new reporting or changes to reporting that would generate value for stakeholders. • Serve as the back-up for operations systems administration. • Lead reporting-related workstreams within larger systems or data projects; as well as support system implementation & systems integration data needs. • Identify system gaps and collaborate with technology teams and vendors to design solutions that improve reporting accuracy and scalability.