Remote Investor Relations Associate

Summary

Join Upstream USA's Investor Relations team as an entrepreneurial, collaborative, and organized individual to support national fundraising efforts.

Requirements

• 1-2 years of professional experience in nonprofits, philanthropy, communications, fundraising, sales, customer service, or a related field; or 1 year on a national fundraising team
• Interest in Upstream’s mission and vision
• Commitment to high-quality work with exceptional attention to detail
• Solutions-oriented project support skill set with comfort working as part of a team and independently
• Demonstrated ability to be a collaborative team member
• Experience in managing relationships with supervisors (managing up) and peers, while handling multiple shifting priorities and driving projects to meet deadlines
• High level of interpersonal maturity, discretion, and poise
• Superior organizational skills
• Strong writing and copy-editing ability
• Desire to grow experience and skills, and learn from mistakes
• Experience with Salesforce; must have solid command of PowerPoint, Excel, Word, and G-Suite

Responsibilities

• Manages and refines best-in-class, highly personalized investor gift acknowledgment process, ensuring timely acknowledgment of all donations and accurate recordkeeping
• Supports the members of the Development team in maintaining the Salesforce database with accurate records of investor relationships, referrals, tasks, meeting notes, etc., partnering with our Development Operations Team in support of accurate and timely recordkeeping
• Supports externally facing staff on investor meeting preparation, developing briefs, decks, and other materials as needed
• Contributes to prospect research efforts to maintain a robust prospect pipeline
• Regular support for executive leadership tasks and email management
• Support the monitoring and management of all deadlines related to grant proposals and reporting in partnership with the Development Operations Team
• Occasionally supports the development of grant reports and proposals through content curation and initial drafting
• Copy-edits, proofreads, and formats emails, memos, grant proposals and reports, and other collateral
• Project support for investor email and other communication
• Supports the project management of in-person and virtual donor/investor events
• Leads on internal meeting prep, records minutes, and tracks tasks for various development meetings
• Provides administrative and scheduling support for the Senior Director, Investor Engagement, and other members of the team as requested
• Maintains regular awareness of and implements solutions for data hygiene needs and opportunities within Salesforce, Google Drive, Asana, and other related platforms

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Long and short term disability
• 401K with a match
• Generous vacation, personal, sick and holiday time off
• Parental leave
• Professional development
• Fitness allowance
• Cell phone allowance