Finance Development Assistant

4 days ago

Pune, Maharashtra, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 60,00,000
Job Title:

Investment Coordinator

About the Role:

This position plays a critical administrative and operational support role within our New Markets Tax Credit (NMTC) team. The ideal candidate will have excellent organizational skills, attention to detail, and strong communication abilities.

Key Responsibilities:
  • Transaction Support: Assist with transaction closings by organizing checklists, tracking deliverables, and coordinating internal and external schedules.
  • Team Operations & Communications: Manage reporting documents received from borrowers, schedule meetings, and coordinate calendar invites for internal and external stakeholders.
  • Compliance & Reporting: Maintain Smartsheet for compliance deadlines, reporting periods, and process improvements, and assist with preparation of annual investor and CDFI Fund reports.
Required Skills & Qualifications:
  • Excellent communication, organizational, and interpersonal skills.
  • Bachelor's degree preferred or equivalent work experience in finance, real estate, project management, nonprofit, or administrative support roles.
  • Strong proficiency in Microsoft Office, especially Outlook, Excel, Smartsheet, and Word.
  • Eagerness to learn about community development finance, NMTC, or impact investing.
Benefits:
  • Opportunity to gain hands-on experience in community development finance.
  • Chance to support impactful projects that benefit underserved communities.
Preferred but Not Required:
  • Review and assist in the underwriting of proposed investments.
  • Manage a portfolio of investments, including reviewing construction draw requests, assessing financial performance of borrowers, conducting annual outreach interviews, and corresponding regularly with borrowers.
Core Competencies:
  • Effective communication and interpersonal skills.
  • Strong organizational skills and attention to detail.
  • Ability to work under tight deadlines and manage priorities.
  • Proficiency in Microsoft Office and file-sharing platforms.

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