Analyst, Advisory

Posted 19 Days Ago
Be an Early Applicant
2 Locations
101K-104K Annually
Mid level
Other • Professional Services
The Role
The Analyst, Advisory will manage client relationships, oversee grantmaking processes, and support various philanthropic activities while ensuring project compliance and delivering timely client services.
Summary Generated by Built In

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, Advisory is on the team responsible for advisory services and serves as a key contact for assigned client relationships and coordinates/supports activities including grantmaking, donor briefings and special events or programs, and other philanthropic activities as assigned. The Analyst performs independent work assignments on large, agile projects, with significant leeway established to determine the best individual approach to achieve stated objectives.

Core Accountabilities:

Project reporting and review

Direct and guide workstream or project plans, ensuring that all activities are identified, appropriately organized to deliver project objectives, and comply with the organization's project management framework. Lead project timelines and budget as work progresses. Maintain and coordinate information within and across several technology platforms and systems (CRM, grants management, etc.)

Grantmaking and Grant Management Support

Ensure timely recordkeeping of grants for clients. Conduct research and analysis on issues, grantmaking strategies, and organizations as assigned. Be able to generate relevant grant report queries for clients and internal tracking.

Client Deliverables

Lead and collaborate with the engagement team to plan and execute the production of client deliverables. This includes ensuring all relevant pieces are needed and coordinating the timely execution of final products.

Client Relationship Management

Manage inquiries from clients and nonprofits as needed. Direct and guide inquiries to appropriate staff. Deliver timely and superior customer service in all interactions.

Internal Administration, Operations, and Communication

Ensure compliance within own area of work to support overall internal team functioning and seamless, timely communications.

Business Development

May lead or assist in the development of proposals and other kinds of products to support business development and procurement of new clients.

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 Bachelors or equivalent work experience is required.

  • Experience with project management of multiple projects and clients (5 to 7 years). Able to manage competing deadlines and priorities in a fast-paced environment.

  • Familiarity with non-profit and/or grantmaking operations required.

  • Client-facing experience desired. Familiarity with CRM software and/or grants management software is required.

Travel Requirements

  • We are seeking candidates within reasonable commuting distance to either our New York City or San Francisco office.

  • Some travel may be required.

The individual in the role must demonstrate a commitment to RPA’s Values:

  • We believe that philanthropy can help create a better world.

  • We make decisions that center people and communities.

  • We believe philanthropy has a responsibility to pursue equity.

  • We uphold the highest standards of integrity and trust.

  • We are committed to learning and sharing knowledge.

Compensation & Benefits

Rockefeller Philanthropy Advisors offers a competitive compensation and benefits package including health coverage, retirement benefits, paid sick leave, vacation and holidays, tuition reimbursement and access to professional development resources.

The salary range is one component of the total compensation package for employees.

 

Pay Range: $101,000 - $104,000 salary per year.

Application Process

Applications will be reviewed as received. In order to be considered, all applications must include a cover letter describing your interest and qualifications and your resume. The position will remain open until filled.

Rockefeller Philanthropy Advisors celebrates the uniqueness of our staff, our partners, and the communities we serve. We are committed to inclusion with the goal of cultivating a culture of belonging and acceptance. We strive to embed this value in our philanthropic work to advance a more just, equitable and sustainable world.

RPA is an equal opportunity employer.

Top Skills

Crm Software
Grants Management Software
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The Company
Chicago, Illinois
159 Employees
On-site Workplace
Year Founded: 2002

What We Do

At Rockefeller Philanthropy Advisors, our mission is to accelerate philanthropy in pursuit of a just world.

We advise established and aspiring philanthropists, foundations, and corporations; manage innovative, early-stage non-profits; and share insight and learning with our clients, our community, and the sector.

Tracing our roots back to John D. Rockefeller, Sr., who in 1891 set out to manage his philanthropy with the same professionalism as his business ventures, we maintain our founding belief that philanthropy should not only be thoughtful and effective, but also fulfilling.

Our diverse staff draws on its unmatched global expertise, experience, and vast international network to provide tailored services that meet your unique circumstances and needs.

By continuing to build on lessons learned over more than a century, our goal is to help define the next generation of philanthropy and to foster a worldwide culture of giving

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