Associate, Data Management

Associate Position at Milken Institute The Milken Institute is seeking an Associate to support its Business and Program Development team in the Santa Monica or New York City office. The right candidate will be a highly organized, analytical professional who thrives at the intersection of data management and operations execution. The candidate will report to the Associate Director, Business and Program Development, and provide data entry support for the Development department, primarily in Salesforce and other systems. They will also conduct regular quality control of data and assist in creating contracts, acknowledgement letters, and other documents. This position will work closely with colleagues across Business and Program Development, Events, Finance, and IT. Responsibilities

Add, update, and maintain account data in Salesforce accurately and on schedule Perform regular quality control checks to validate system data integrity Maintain Salesforce reports, making updates as needed to ensure data accuracy Draft and support the creation of business letters and contracts for donor and sponsor-facing materials Support day-to-day system operations and ad hoc data management requests within the department Collaborate across departments to ensure timely execution of milestones and deliverables Maintain and update internal process documentation as workflows evolve Duties as assigned

Bachelor’s degree preferred Minimum of one to two years of relevant data entry experience A proactive, highly organized, detail oriented and enthusiastic individual Ability to validate and organize data in an accurate manner Motivated self-starter and hard worker displaying high productivity and follow-through in all areas of responsibility Team-oriented individual who seeks out tasks when work is completed and assists colleagues to ensure goals, requirements, and deadlines are achieved Effective oral and written communication skills Advanced proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint, etc.) and the ability to learn new software tools Experience working with Salesforce is a plus An attitude of “no job is too small” and attention to detail that ensures rewarding experiences and outcomes for supporters and other stakeholders Desire and ability to support relationships with senior-level decision-makers For the candidate with strong intellectual curiosity, extraordinary work ethic and drive to achieve, this is an opportunity to become a key player in an entrepreneurial, growing and dynamic global organization involved in the most important work of our time Comfortable using and actively experimenting with AI tools (e.g., Claude, Copilot, Agentforce) to support data entry, quality control, and document drafting - with an eagerness to keep learning and applying new implementations to improve efficiency and accuracy

Working Conditions & Travel Requirements This position will work in a professional office environment on a hybrid schedule consisting of three (3) days per week reporting in-person to your respective office location (Tuesday - Thursday), with the remaining two (2) days working remotely. Please understand, this schedule is subject to change at the Institute’s sole discretion. This person will also be required to travel occasionally to other offices and/or venues to assist with events as needed, requiring occasional work outside of traditional hours. Additionally, this position requires interacting virtually on a regular basis with Milken Institute staff based in other locations in the United States and around the world. Note The statements herein are intended to describe the overall nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer. We are interested in qualified candidates who are eligible to work in the United States. Please note, we are not sponsoring visas at this time, being authorized to work in the U.S. is a precondition of employment. Please submit resume and cover letter illustrating how your experience and skills will contribute to the department and any unique qualities you bring to the position. If applying via Indeed, please upload your resume and any supporting documentation as one attachment. Any application that does not include both a resume and cover letter will be rejected. If you are unable to complete this application due to a disability, contact our Human Resources department to ask for an accommodation or an alternative application process. Our Culture The Milken Institute is proud to provide equal employment opportunities to all employees and qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national or ethnic origin, age, disability or status as a veteran. Every person at the Milken Institute is treated with respect, supported with resources and training, and exposed to a broad range of experiences. We foster a space for growth with opportunities to share knowledge and passion with both clients and colleagues. We are committed to building a diverse workforce and creating an inclusive environment where everyone can thrive. Our leadership is actively involved in our commitment to diversity and inclusion, and fostering a culture that creates opportunities for everyone. Benefits

Health Care Plan (Medical, Dental & Vision) Retirement Plan - 403b (5% match) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Personal, Vacation, Sick & Public Holidays) Family Leave (Maternity & Paternity) Fertility Support Short-Term & Long-Term Disability Flexible Spending Account (FSAs) Pet Insurance Discount Training & Development: LinkedIn Learning - over 15,000 self-guided classes offered Annual Mentor Program Wellness Resources: Employee Assistance Program, CALM app membership