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.

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