Investment Coordinator – NMTC

3 days ago

Vadodara, India SourceIN Solutions Full time

About the Role

We are seeking a detail-oriented and proactive Investment Coordinator to support NMTC (New Markets Tax Credits) investments and clients. This role offers the opportunity to contribute to impact-driven finance projects that strengthen low-income communities while also developing skills in transaction support, compliance, and asset management.

The Investment Coordinator will play a key role in supporting investment closings, managing compliance documentation, coordinating team operations, and ensuring accurate investor reporting.

Key Responsibilities

🔹 Transaction & Deal Support

- Assist with NMTC transaction closings by organizing checklists, tracking deliverables, and coordinating with stakeholders.
- Maintain deal folders, data rooms, and filing systems with accurate documentation.
- Document key transaction milestones and maintain internal records.

🔹 Team Operations & Communications

- Monitor and manage the NMTC team’s group email inbox, ensuring timely responses.
- Organize and track borrower reporting documents in SharePoint.
- Schedule internal and external meetings; manage team calendars.
- Draft supporting documents such as cover letters, templates, and signature pages.
- Participate in ongoing process improvements to increase operational efficiency.

🔹 Compliance & Reporting

- Track compliance deadlines and reporting periods using Smartsheet.
- Collect and organize compliance documentation from borrowers, including impact reports and financial statements.
- Follow up with borrowers to ensure timely and complete reporting.
- Assist in preparing annual investor and CDFI Fund compliance reports.

Qualifications & Skills

- Bachelor’s degree preferred (Finance, Economics, Business, Accounting, Real Estate, or related field).
- Strong organizational skills with excellent attention to detail.
- Proficiency in Microsoft Office Suite (Outlook, Excel, Word, Smartsheet); experience with SharePoint preferred.
- Ability to manage multiple priorities under tight deadlines.
- Excellent communication skills (verbal & written) with professional client-facing manner.
- 2+ years’ experience in finance, asset management, real estate, project management, or compliance preferred.
- Eagerness to learn about NMTC, community development finance, or impact investing.

Preferred but not mandatory:

- Experience with underwriting or portfolio management.
- Knowledge of NMTC program requirements or real estate finance.

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