Finance Specialist

1 week ago

Vellore, Tamil Nadu, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000
Job Description

As a Coordinator for New Markets Tax Credit initiatives, you will play a pivotal role in supporting the team with administrative and operational tasks.

This is an excellent opportunity to gain hands-on experience in community development finance and support impactful projects that benefit underserved communities.

  • You will assist with transaction closings, manage shared communications, organize compliance documentation, and ensure timely reporting and data collection.

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.

Team Operations & Communications:

  • Monitor and manage the group 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 internal and external stakeholders.
  • Assist with document drafting, including cover letters and basic templates.

Compliance & Reporting:

  • Maintain Smartsheet for compliance deadlines, reporting periods, and process improvements.
  • Help collect and organize compliance documentation from project sponsors, including certificates, impact reports, and financial statements.
  • Follow up on late or incomplete reporting to ensure timely submissions and maintain compliance requirements.
  • Assist with the preparation of annual investor and CDFI Fund reports.

Core Competencies Include:

  • Excellent communication, organizational, and interpersonal skills, as well as the ability to work under tight deadlines.
  • Bachelor's degree preferred, or equivalent work experience in finance, real estate, project management, nonprofit, or administrative support roles.
  • Strong organizational skills with attention to detail.
  • An effective communicator with a professional email and phone manner.
  • Proficiency in Microsoft Office; familiarity with file-sharing platforms preferred.
  • Eagerness to learn about community development finance and NMTC.

Preferred but not required:

  • Review and assist in the underwriting of proposed investments.
  • Manage a portfolio of investments, including reviewing construction draw requests and corresponding with borrowers displaying signs of weakness.

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