US Investment Analyst

3 weeks ago

Ahmedabad, India SourceIN Solutions Full time

Investment Closing & Underwriting:

  • Assist with NNMF and clients deal closings: attend weekly conference calls, track closing Smartsheet, ensure proper onboarding, and collaborate internally to resolve issues proactively
  • Review and assist in the underwriting of proposed investment
  • Review all program compliance with New Markets Tax Credit Program ensuring qualifying program parameters are met, reasonable expectations and legal alignment

Ongoing Monitoring:

  • Manage a portfolio of investments, including reviewing construction draw requests, assessing financial performance of borrowers, conducting annual outreach calls/site visits, and corresponding regularly with borrowers displaying signs of weakness and increased risk
  • Collection and review of borrower and partner financial statements
  • Prepare, collect, analyze, and report of information relating to performance of each deal to investors and the CDFI Fund
  • Participate in the assessment of policies and procedures to continually improve our process efficiencies.


Night Shift : 8 pm to 5 am

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