Financial Support Specialist

1 week ago

Pushkar, Rajasthan, India beBeeInvestment Full time ₹ 12,00,000 - ₹ 15,00,000
Financial Support Specialist

We are seeking a detail-oriented and proactive professional to provide critical administrative support to our New Markets Tax Credit (NMTC) 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.

Main Responsibilities:
  • Assist with transaction closings, manage communications, organize compliance documentation, and ensure timely reporting and data collection.
  • Support the NMTC 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 NMTC group email inbox, ensuring timely routing and responses to incoming requests.
  • Manage reporting documents received from borrowers and organize them in our SharePoint according to our 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 our process efficiencies.
Core Competencies:
  • 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.
Further Development Opportunities:
  • Review and assist in the underwriting of the proposed investment.
  • Manage a portfolio of investments, including reviewing construction draw requests, assessing the financial performance of borrowers, conducting annual outreach interviews with borrowers, and corresponding regularly with borrowers displaying signs of weakness and increased risk.

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