Investment Operations Specialist
2 weeks ago
We are seeking a proactive and detail-oriented professional to provide critical administrative and operational 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.
The successful candidate will assist with transaction closings, manage the team's shared 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 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.
- Maintain Smartsheet for compliance deadlines, reporting periods, and process improvements.
- Help collect and organize compliance documentation from project sponsors, including compliance certificates, community impact reports, and financial statements.
- Follow up with project contacts on late or incomplete reporting to ensure timely submissions and maintain compliance with NMTC requirements.
- Assist with the preparation of annual investor and CDFI Fund reports.
- 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.
- Review and assist in the underwriting of proposed investments.
- 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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