The Staff Accountant is responsible for managing general ledger activities, month-end closing processes, and accounts payable functions. They also provide support for audits, tax reporting, and grant disbursements while identifying opportunities for process efficiencies.
The Associate is responsible for the accurate and compliant processing of grant recommendations throughout the grantmaking lifecycle. They also provide support for special grant types, maintain documentation, and assist with client inquiries and process improvement initiatives.
The Senior Officer manages a portfolio of high-net-worth and institutional clients, serving as their primary point of contact and internal advocate. They are responsible for coordinating onboarding, driving strategic engagement, and ensuring high service standards across internal departments.
The Director of Client Engagement leads a high-performing team to ensure exceptional client experiences, relationship excellence, and effective cross-functional collaboration. This role establishes operational infrastructure, manages complex client escalations, and drives continuous improvement in service delivery and client satisfaction.
The Investment Strategist leads client engagement for institutional investors, managing relationships from prospect closing to ongoing portfolio strategy and implementation. They are responsible for designing impact investment strategies, drafting Investment Policy Statements, and coordinating bespoke reporting for family offices, foundations, and corporations.
The Director will develop and lead a company-wide thought leadership strategy to elevate the brand and position executives as industry experts. They will manage editorial standards, oversee content production across various channels, and partner with internal teams to align narratives with business goals.
