Financial Operations Associate

2 weeks ago

Rajkot, Gujarat, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

We are seeking a detail-oriented Investment Support Specialist to provide critical administrative and operational support to our Community Development Finance team.

This role is ideal for someone who is interested in gaining hands-on experience and supporting impactful projects that benefit underserved communities. The specialist will assist with transaction closings, manage the team's shared communications, organize compliance documentation, and help ensure timely reporting and data collection.

  • Support the 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.

Key Responsibilities:

  • Monitor and manage email inbox, ensuring timely routing and responses to incoming requests.
  • Manage reporting documents received from borrowers and organize them according to protocols.
  • Schedule meetings and coordinate calendar invites for stakeholders.
  • Assist with document drafting, including cover letters, signature pages, and basic templates.
  • Participate in process assessments to improve efficiency.

Requirements:

  • Excellent communication, organizational, and interpersonal skills.
  • Bachelor's degree preferred or equivalent work experience in finance, project management, nonprofit, or administrative support roles.
  • Strong organizational skills with attention to detail.
  • Effective communicator with a professional email and phone manner.
  • Proficiency in Microsoft Office and file-sharing platforms.
  • Eagerness to learn about community development finance.

PREFERRED QUALIFICATIONS:

  • Review and assist in underwriting proposed investments.
  • Manage investment portfolio, reviewing construction draw requests and assessing financial performance of borrowers.

About This Role: We are committed to fostering a culture of continuous learning and improvement. As an Investment Support Specialist, you will have opportunities to grow professionally and contribute to meaningful projects.

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