Community Finance Specialist

1 week ago

Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 64,53,600 - ₹ 90,42,600

Job Title: Investment Coordinator

 

  • Job Description
  • The ideal candidate for this role will have a detail-oriented approach and excellent organizational skills to ensure the smooth execution of our New Markets Tax Credit (NMTC) deals. They will be responsible for coordinating transaction closings, maintaining deal folders, and documenting transaction milestones.
  • Additionally, the coordinator will assist with team operations, including managing email inboxes, organizing reporting documents, and scheduling meetings.
  • They will also play a key role in compliance and reporting, maintaining Smartsheet for compliance deadlines, collecting and organizing compliance documentation, and following up with project contacts on late or incomplete reporting.

Required Skills and Qualifications

  • Education: Bachelor's degree preferred or equivalent work experience in finance, real estate, project management, nonprofit, or administrative support roles.
  • Skills: Excellent communication, interpersonal, and organizational skills; proficiency in Microsoft Office, especially Outlook, Excel, Smartsheet, and Word; familiarity with file-sharing platforms like SharePoint; strong attention to detail and ability to work under tight deadlines.

Benefits

  • This role offers the opportunity to gain hands-on experience in community development finance and support impactful projects that benefit underserved communities.
  • The successful candidate will be part of a dynamic team dedicated to making a positive difference in their community.

Others

  • Core competencies include being proactive, client-facing, and responsive with a professional email and phone manner.
  • The eagerness to learn about community development finance, NMTC, or impact investing is highly valued.

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