Philanthropy Associate

POSITION SPECIFICATION

Willoughby Capital Holdings, LLC

Philanthropy Associate, Jane and Daniel Och Family Foundation

New York City or White Plains, NY

ABOUT THE ORGANIZATION

Willoughby Capital Holdings, LLC ("Willoughby") is a single-family office that supports a broad range of philanthropic, investment, and operational activities on behalf of the family it serves. In addition to overseeing investment and real estate interests, the office supports a growing portfolio of philanthropic and foundation-related initiatives focused on creating meaningful and lasting impact across communities and sectors.

The organization operates in a highly collaborative, thoughtful, and entrepreneurial environment and values professionalism, discretion, operational excellence, and long-term partnership.

ABOUT THE OPPORTUNITY

Willoughby Capital Holdings, LLC seeks a Philanthropy Associate for The Jane and Daniel Och Family Foundation to support a dynamic portfolio of philanthropic initiatives and partnerships. Reporting to the Philanthropy Director, this individual will play a central role across grants management and stewardship, research and writing, project coordination, and broader operational support.

Working closely with senior leadership, the Philanthropy Associate will support impactful philanthropy across a broad range of issue areas and nonprofit partners. This is a collaborative, high-trust role that requires strong execution, responsiveness, and clear communication within a fast-paced environment.

The role offers meaningful exposure, mentorship, and long-term growth within a sophisticated and values-driven environment.

Key responsibilities include:

Grants Administration, Research & Reporting
• Prepare clear, concise, and high-quality written materials including background memos, meeting summaries, presentations, agendas, and trustee updates.
• Manage and track grants throughout the full lifecycle process, ensuring timely completion of agreements, approvals, and key deliverables.
• Conduct research and due diligence on prospective and current grantee organizations, philanthropic initiatives, and related issue areas to support informed philanthropic decision-making.
• Ensure compliance with applicable statutes, regulations, and requirements across key initiatives and projects.
• Support stewardship, portfolio coordination, and related administrative processes while maintaining accurate records, documentation, and workflows.

Operations, Systems, & Team Coordination
• Partner with colleagues across the family office to support effective communication, coordination, compliance, and execution across philanthropic initiatives and projects.
• Coordinate meetings, briefings, calendars, and special projects while ensuring strong follow-through and responsive information flow across the team.
• Evaluate and strengthen systems, templates, workflows, and operational processes to support an organized and evolving philanthropic function.
• Identify opportunities to leverage technology and AI-enabled tools to streamline administrative processes, improve efficiency, and enhance team operations.

ABOUT THE SUCCESSFUL CANDIDATE

The Philanthropy Associate will be a highly organized and mission-aligned professional who thrives in a collaborative and fast-paced environment with a high expectation of excellence. This individual will bring strong operational instincts, excellent judgment, intellectual curiosity, and a genuine interest in philanthropy and nonprofit impact.

The ideal candidate will bring:
• Administrative and/or Project Coordination Experience - 3+ years of experience in philanthropy, nonprofit administration, executive support, project coordination, or other relevant roles.
• Writing, Communication & Research Skills - Excellent writing, editing, and research skills, including the ability to prepare clear, polished, and succinct materials in a fast-paced environment.
• Project Management & Operational Excellence - Strong organizational and project management skills, exceptional attention to detail, and the ability to manage multiple priorities with follow-through and care.
• Technology & Systems Orientation - Strong technical proficiency, including Microsoft Office, Adobe Acrobat, and DocuSign, along with comfort learning and leveraging emerging technologies and AI tools.
• Judgment, Responsiveness & Initiative - Reliable with strong discretion, and responsiveness, with the ability to adapt quickly, manage shifting priorities, and communicate proactively.
• Mission-Alignment & Dedication - Alignment with the organization's philanthropic values and commitment to supporting meaningful, high-impact work.

Location: This position may be based in New York City or White Plains, NY, and requires approximately three days per week in the office.

Compensation: The salary range for this role is anticipated to be $80,000-$90,000 , commensurate with experience, plus a competitive benefits package.

TO APPLY: Please submit a resume and thoughtful cover letter in confidence.