Investor Relations Associate (Reproductive Healthcare)

Position Summary

Upstream seeks an entrepreneurial, collaborative and organized individual to join our Investor Relations team in our Development Office. This position will report to the Senior Director of Investor Engagement and work closely with the Investor Relations team and other key members of the development team to support Upstream’s national fundraising efforts. 

The Investor Relations Associate will play a critical role in supporting our national fundraising efforts, assisting with the team’s relationship management functions, including (but not limited to) upkeep of Salesforce database records, staffing meetings, supporting preparation of materials, distilling and organizing notes, and drafting timely, highly personalized acknowledgments. They will collaborate closely with Development Operations and build an understanding of the tools and processes that drive the team’s work forward. In addition, the Associate will gain exposure to multiple aspects of Upstream’s program and support the curation and development of written materials, grant reports, and proposals, as well as other content utilized for various investor communications. They will also support the prospecting function as we build toward our next phase of growth.

An ideal candidate will have an interest in non-profit administration and fundraising, coupled with some experience (volunteer or professional) in nonprofits, philanthropy, communications, fundraising, sales, customer service, or a related field. They will bring a strong command of writing and an eye for grammar. 

This is an exciting opportunity for a recent graduate to dive into the field of development or for a more experienced professional to gain exposure to an organization successfully soliciting and stewarding large seven, eight, and nine figure gifts. 

Essential Duties and 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
• Additional duties as assigned.

Required Education, Experience, Knowledge, Skills and Ability

Upstream celebrates and fosters an inclusive work environment and encourages people of all identities, perspectives, and backgrounds to apply.      

• 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

Other Upstream Staff Expectations

• Upstream USA’s COVID-19 Vaccine Policy requires employees to have completed a COVID-19 vaccine primary series unless a medical or religious exemption is approved. As a condition of employment, newly hired employees must provide proof of their COVID-19 vaccination or, if applicable, request a medical or religious exemption.
• All Upstreamers must also be able to attend work-related in-person meetings and functions as needed.
• In our hybrid work environments, there is a basic expectation that our Upstreamers will ensure that their work from home setups will have reliable access to phone and internet to ensure connectivity to their teams.
• At Upstream we gather for moments that matter for training, teaming and connection. Our teams come together for occasional in person meetings and organizational retreats. As part of our hybrid work practices, this travel expectation will be applicable for all Upstreamers, even those based remotely.
• Engage in EDI learning & development, community engagement, and culture building activities up to 5% FTE (i.e., 2 work hours per 40 hour work week). Examples include attending trainings, conferences and summits, volunteering time, participating in local community events, mentoring and learning, participating in Communities of Belonging or Culture Council, developing language acquisition, learning universal design principles, and using professional development benefits for EDI topics, among other activities.

Travel Requirements

This role will require up to 10%  business travel. All Upstreamers can expect a minimum of 8 days of business travel per year to attend 1-2 annual organizational retreats and two annual team/department meetings.