Investment Team Support Specialist

1 week ago

Udaipur, Rajasthan, India beBeeInvestment Full time ₹ 72,00,000 - ₹ 84,00,000
Job Description:

We are seeking a highly skilled Investment Team Support Specialist 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.

The successful candidate will be responsible for:

  • Supporting transaction closings by organizing checklists, tracking deliverables, and coordinating internal and external schedules.
  • Maintaining deal folders, data rooms, and filing systems to ensure all documentation is accurate and up-to-date.
  • Documenting transaction milestones for internal records.
  • Monitoring and managing the group email inbox, ensuring timely routing and responses to incoming requests.
  • Managing reporting documents received from borrowers and organizing them in our SharePoint according to our protocols.
  • Scheduling meetings and coordinating calendar invites for internal and external stakeholders.
  • Assisting with document drafting, including cover letters, signature pages, and basic templates.
  • Participating in the assessment of policies and procedures to continually improve our process efficiencies.
  • Maintaining Smartsheet for compliance deadlines, reporting periods, and process improvements.
  • Helping collect and organize compliance documentation from project sponsors, including compliance certificates, community impact reports, and financial statements.
  • FOLLOWING UP WITH PROJECT CONTACTS on late or incomplete reporting to ensure timely submissions and maintain compliance with requirements.
  • Assisting with the preparation of annual investor and CDFI Fund reports.

Required Skills and Qualifications:

  • Detail-oriented and proactive individual with excellent communication, organizational, and interpersonal skills.
  • Able 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.

Benefits:

We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.

Others:

Please submit your resume and cover letter to apply for this exciting opportunity.

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