Associate, Advisory Services (AA)
Listed on 2026-08-02
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Business
Business Analyst, Business Administration, Office Administrator/ Coordinator, Financial Analyst
You are mission driven and action oriented. You love to get involved, and work as part of a team to accomplish something great. Any job is your job if it helps the team succeed, and you thrive on variety. Today, you’re looking for a role where you can use those traits to make a real difference in the world by advancing the most important social issues facing humanity today.
Associates play an essential role in supporting delivery of excellent client service – including: research and analysis, communications and deliverable development, program management, and project support, including logistics coordination and administration – as well as internal projects. Associates will work on a portfolio of strategy, grants management, program management, and evaluation projects across multiple issue areas.
Client Service (~80-90%)Project Support:
- Support the regular administrative needs of a portfolio of client projects, including frequent email communication with internal and external stakeholders using Outlook, scheduling interviews, meetings, webinars, and focus groups, note-taking for internal and client meetings, knowledge management in SharePoint, and project administration in Arabella’s Salesforce interface, Manifest
- Provide additional administrative support as necessary
Grant Making and Program Management:
- Support the implementation of grant application processes and communications to applicants
- Conduct review and analysis of grant applications and potential grantee organizations on behalf of funders
- Contribute to designing and executing strategic programs and initiatives, including grantee learning networks, newly created organizations, and donor collaboratives
- Contribute to meeting and conference planning on behalf of clients, including agenda development, speaker preparation, and participant management
Research and Analysis:
- Conduct, compile, and maintain background research for client projects (e.g. global health issues, education reform, etc.)
- Transcribe, synthesize, and analyze notes from interviews with subject matter experts, identifying key takeaways and communicating those to team members
- Support survey administration, data management, and analysis
- Conduct qualitative data analysis and quantitative data analysis using Excel, SPSS or other relevant tools, as necessary
Communications & Deliverable Development:
- Support the drafting, revising, and formatting of client reports, presentations, memos, and correspondence using email, Word, PowerPoint and Excel
- Produce visual representations of research findings, such as Excel charts, PowerPoint slide decks, and infographics
- Internal Strategy & Team Objectives:
Contribute to team- or firm-wide strategic initiatives - Training and Professional Development:
Participate in ongoing training throughout the year and contribute to trainings to support new colleagues - Support firm-wide internal projects
- Bachelor’s degree in a related field
- A minimum of two years of work experience
- A strong interest in the field of philanthropy
- Extremely strong attention to detail and a strong sense of personal responsibility for one’s work
- Ability to manage multiple tasks and projects simultaneously and in a timely and proactive manner
- Excellent organizational, interpersonal, and communication skills
- Excellent research and writing skills
- Excellent analytical and critical thinking skills
- Program and event management experience
- Team-oriented, professional, with a positive attitude and sense of humor
- Ability to work independently and as part of a team
- Ability to be resourceful and adapt quickly to change
- Familiarity with Microsoft Office Suite, including Excel and Power Point
Core Competencies:
- The ability to provide excellent service, including the ability to efficiently and independently address routine service matters, to suggest effective client-centered solutions when elevating challenges or concerns, and to understand how the team can operate to maintain high-quality service
- The ability to complete complex tasks, to use a work plan to undertake projects, and to understand how those projects impact the client, team, and/or…
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