Financial Project Support Specialist

1 day ago

Palakkad, Kerala, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000
Investment Coordinator Job Summary

We are seeking a detail-oriented and proactive Investment Coordinator to provide critical administrative and operational support to our team. This role is ideal for someone who is interested in gaining hands-on experience in community development finance and supporting impactful projects that benefit underserved communities.

Key Responsibilities:

  • Support the Deal Lead with transaction closings by organizing checklists, tracking deliverables, and coordinating internal and external schedules.
  • Maintain deal folders, data rooms, and filing systems to ensure all documentation is accurate and up-to-date.
  • Document transaction milestones for internal records.
  • Monitor and manage the group email inbox, ensuring timely routing and responses to incoming requests.
  • Manage reporting documents received from borrowers and organize them in SharePoint according to protocols.
  • Schedule meetings and coordinate calendar invites for internal and external stakeholders.
  • Assist with document drafting, including cover letters, signature pages, and basic templates.
  • Participate in the assessment of policies and procedures to continually improve process efficiencies.
  • Maintain Smartsheet for compliance deadlines, reporting periods, and process improvements.
  • Help collect and organize compliance documentation from project sponsors, including compliance certificates, community impact reports, and financial statements.
  • Follow up with project contacts on late or incomplete reporting to ensure timely submissions and maintain compliance with requirements.
  • Assist with the preparation of annual investor and CDFI Fund reports.

Requirements:

  • Excellent communication, organizational, and interpersonal skills, as well as the ability to work under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow-up.
  • Bachelor's degree preferred, or equivalent work experience in finance, real estate, project management, nonprofit, or administrative support roles.
  • Strong organizational skills with excellent attention to detail.
  • An effective communicator with the ability to be client-facing with a professional and responsive email and phone manner.
  • Proficiency in Microsoft Office (especially Outlook, Excel, Smartsheet, and Word); familiarity with file-sharing platforms (e.g., SharePoint) preferred.
  • Eagerness to learn about community development finance, NMTC, or impact investing.

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