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Wealth Management – Private Foundation Services - Grants Manager, Vice President

Req #: 180031353
Location: Dallas, TX, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
 
This position requires a hands-on, analytical, detail-oriented, self-motivated individual who is able to effectively implement grants administration operations and data integrity needs for the foundation.  The position will manage all grants management functions and all daily grant activities, including processing incoming applications, working closely with Program Officers to ensure payments are processed and tracked accurately, launching new grant programs and designing and pulling reports from the grants database.  He/she also will develop strategies to optimize the grants administration process.   
 
Responsibilities:
  • Manage the work flow and effectiveness of the grants administration process;
  • Develop, create and seek out new and better ways to meet and exceed high performance of grants administration functions;
  • Assure the accuracy and integrity of the grants database;
  • Generate grants-related correspondence (award, installment, grant agreement and declination letters);
  • Provide an efficient and up-to-date process for tracking grant payments;
  • Report statistics on the grants administration process to internal and external constituents;
  • Work with Program Officers to provide support on grantmaking process and liaise with other departments as needed;
  • Answer general program questions received by phone/email;
  • Ensure that the Foundation website is well-maintained and up-to-date;
  • Coordinate mid-point and final assessments/reports, review meeting materials such as progress and expense reports and assemble and distribute meeting documents; and
  • Support Program Officers in prepping board meeting materials;
  • Participate in client outreach and prospecting activities via conference calls and/or in-person meetings.
  • Bachelor’s degree;
  • Ability and experience working productively and proactively both independently and as part of a team;
  • Experience using sophisticated grants management software;
  • Excellent interpersonal, verbal and written communication skills;
  • Excellent attention to detail, strong project management skills and ability to meet deadlines;
  • Ability to manage multiple complex tasks and maintain composure;
  • Ability to prioritize work at hand;
  • Flexibility in approach and willingness to adapt when necessary;
  • Proactive and action-oriented personality;
  • Strong sense of pace and urgency; and
  • Excellent computer skills, including Excel, Word and PowerPoint.
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