Analyst, Sponsored Projects & Funds

rockpa; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

Rockefeller Philanthropy Advisors (RPA) seeks an Analyst, Operations Specialist SP&F to support grantmaking, contract administration, and expense processing for a portfolio of client relationships. The role demands mastery of RPA's internal systems, process optimization, and independent initiative to improve tools and workflows.

The ideal candidate has 5–7 years in operations or client services within a nonprofit context, with CRM experience and strong communication skills to sustain trusted

Qualifications

• Bachelor’s degree or equivalent in any field or related experience.
• Experience in operations, office support, and client service (5–7 years).
• Experience with project management and handling competing priorities in a fast-paced environment.
• Familiarity with the nonprofit sector, including grantmaking or nonprofit operations.
• Experience with CRM and comfort in learning new technologies.

Responsibilities

• Lead and manage grantmaking review processes and client communications.
• Guide risk, issues, dependencies, and constraints; develop and execute solutions.
• Organize and prepare complex documents using standard office software.
• Coordinate project expenses and resourcing; connect staff to sponsorship resources.
• Build strong client relationships and ensure timely inquiries responses.

Skills

Grant management

Project management

Client relations

Process improvement

Communication

Education

Bachelor’s degree or equivalent

Tools

CRM software

Office tools

Job description

Rockefeller Philanthropy Advisors (RPA) is a nonprofit organization that currently advises on and manages more than $400 million in annual giving by individuals, families, corporations and major foundations. Rockefeller Philanthropy Advisors accelerates philanthropy in pursuit of a just world. Continuing the Rockefeller family's legacy of thoughtful, effective philanthropy, RPA remains at the forefront of philanthropic growth and innovation, with a diverse team led by experienced grantmakers with significant depth of knowledge across the spectrum of issue areas. Founded in 2002, RPA has grown into one of the world's largest philanthropic service organizations and, as a whole, has facilitated more than $3 billion in grantmaking to nearly 70 countries. RPA serves as a fiscal sponsor for more than 120+ projects, providing governance, management and operational infrastructure to support their charitable purposes. For more information, please go to www.rockpa.org.

ROLE OVERVIEW

The Analyst, Operations Specialist SP&F is a member of the team responsible for providing operational support for a portfolio of client relationships and leads activities including grantmaking, contract administration, expense reimbursements, and other operational activities as assigned. The Analyst is an expert on RPA's internal systems and processes and how they can be utilized in service of a project's objectives, train project staff on their appropriate use, and suggest enhancements and efficiencies for existing tools and processes. The Analyst performs independent activities with significant leeway established to determine the best individual approach to achieve stated objectives.

CORE ACCOUNTABILITIES (ARE THE CRITICAL ACTIVITIES AND RESULTS THE POSITION IS HELD ACCOUNTABLE TO PRODUCE)

GRANT MANAGEMENT SUPPORT

Lead and manage the grantmaking review processes, share funding requirements with internal stakeholders, and ensure timely responses to clients and potential grantees. Utilize internal grantmaking system for client communication and tracking including tracking proposals, high-level due diligence, generation of award letters and grant agreements, and the monitoring of process and flow for assigned grants

PROJECT RISK AND ISSUE RESOLUTION

Guide and support the resolution of risks, issues, dependencies, and constraints associated with the project, escalating these where appropriate. Where necessary, develop, agree on, and execute solutions to overcome these.

DOCUMENT PREPARATION

Organize and prepare complex documents using a variety of applications for technology devices such as standard office software. Also responsible for gathering and summarizing data for special reports.

PROJECT OPERATIONAL COORDINATION

Ensure the effective tracking and approval of project expenses, training on systems and processes, and connecting sponsored project staff to resources such as credit card procurement and other benefits of sponsorship at RPA. Resolve issues of administration with appropriate internal partners as needed.

CLIENT RELATIONSHIP MANAGEMENT

Build strong client relationships and ensure all inquiries are responded to in a timely fashion. Ensure trust and credibility amongst project partners for strong and accurate service delivery.

INTERNAL COMMUNICATIONS

Lead inquiries and requests. participates in problem-solving for Sponsored Projects as requested.

CONTINUOUS IMPROVEMENT

Continuously review existing operations in own area of work and suggest and implement innovations to processes to support client need and operational efficiency and ensure continuous improvements are delivered.

CONTRACT MANAGEMENT

Develop and administer contracts for Sponsored Projects utilizing the RPA template and systems. Escalate complex contracts to Grants Management and/or Legal as required.

COMPLEXITY AND PROBLEM-SOLVING

• Role requires application of advanced skills attained via greater years of experience towards solving complex issues and problems. Acts as project representative in the resolution of problems/issues encountered which require a coordinated response.
• Work is typically reviewed at the time of project completion rather than on an ongoing or periodic basis.
• Uses knowledge and skills to act collaboratively with others on identifying, assessing, prioritizing, and managing project-related risks.
• Uses clear and effective verbal communication skills without supervision and provides technical guidance when required on expressing ideas, requesting actions, and formulating plans or policies

DESIRED QUALIFICATIONS AND EXPERIENCE

• A Bachelor's degree or equivalent experience is required.
• Experience in operations, office, support, and client service. (5-7 years)
• Experience with project management and managing competing priorities in a fast-paced environment.
• Familiarity with the nonprofit sector, including grantmaking or nonprofit operations.
• Experience with CRM and comfort in learning new technologies.

TRAVEL REQUIREMENTS

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