Financial Asset Manager

2 days ago


Ahmedabad, Gujarat, India beBeeAsset Full time ₹ 90,00,000 - ₹ 1,20,00,000

Job Opportunity:

We are seeking a skilled professional to fill a role in asset management.

About the Role:

This is a full-time position located in Ahmedabad that involves managing and analyzing New Markets Tax Credit (NMTC) asset portfolios. The selected candidate will be responsible for conducting financial modeling, preparing reports, and ensuring compliance with relevant regulations.

  • Main Responsibilities:
  • Assist with investment closings: coordinate documentation, track processes, and review underwriting materials.
  • Ensure compliance with NMTC Program requirements and legal agreements.
  • Manage a portfolio of investments: review construction draw requests, analyze borrower financials, conduct site visits, and maintain regular borrower communications.
  • Collect, review, and analyze borrower/partner financial statements.
  • Prepare detailed reports for investors and stakeholders.
  • Support continuous improvement of internal processes and asset management practices.

Necessary Skills and Qualifications:

  • Experience in financial modeling, business analytics, and predictive financial modeling.
  • Proficiency in accounting software such as QuickBooks, SAGE, Financial Force, EXACT Online, and XERO.
  • Strong analytical and problem-solving abilities.
  • Excellent written and verbal communication skills.
  • Ability to work independently and as part of a team.
  • Experience with NMTC asset management and related regulations is a plus.
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.

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