Financial Program Coordinator

1 week ago

Allahabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 90,00,000
Job Opportunity

We are seeking a detail-oriented and proactive Investment Coordinator 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.

The coordinator will assist with transaction closings, manage the team's communications, organize compliance documentation, and help ensure timely reporting and data collection.

Key Responsibilities
  • Support the NMTC Deal Lead with transaction closings by organizing checklists, tracking deliverables, and coordinating internal and external schedules.
  • Help 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 according to our protocols.
  • Schedule meetings and coordinate calendar invites for stakeholders.
  • Assist with document drafting, including cover letters and basic templates.
  • Participate in process assessments to continually improve efficiencies.
  • Maintain Smartsheet for compliance deadlines, reporting periods, and process improvements.
  • Collect and organize compliance documentation from project sponsors.
  • Follow up on late or incomplete reporting to ensure timely submissions and maintain compliance.
  • Assist with annual reports.
Required Skills and Qualifications
  • Excellent communication, organizational, and interpersonal skills.
  • Bachelor's degree preferred, or equivalent work experience in finance, real estate, or administration.
  • Strong organizational skills with attention to detail.
  • An effective communicator with professional email and phone manner.
  • Proficiency in Microsoft Office; familiarity with file-sharing platforms preferred.
  • Eagerness to learn about community development finance.

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