Investment Expert

2 weeks ago

Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 45,00,000 - ₹ 85,00,000

About the Role

We are seeking a detail-oriented and proactive investment professional to support NMTC investments and clients. This role offers the opportunity to contribute to impact-driven finance projects that strengthen low-income communities while also developing skills in transaction support, compliance, and asset management.

The investment coordinator will play a key role in supporting investment closings, managing compliance documentation, coordinating team operations, and ensuring accurate investor reporting.

Key Responsibilities:

  • Assist with NMTC transaction closings by organizing checklists, tracking deliverables, and coordinating with stakeholders.
  • Maintain deal folders, data rooms, and filing systems with accurate documentation.
  • Document key transaction milestones and maintain internal records.

Team Operations & Communications:

  • Monitor and manage the NMTC team's group email inbox, ensuring timely responses.
  • Organize and track borrower reporting documents in SharePoint.
  • Schedule internal and external meetings; manage team calendars.
  • Draft supporting documents such as cover letters, templates, and signature pages.
  • Participate in ongoing process improvements to increase operational efficiency.

Compliance & Reporting:

  • Track compliance deadlines and reporting periods using Smartsheet.
  • Collect and organize compliance documentation from borrowers, including impact reports and financial statements.
  • Follow up with borrowers to ensure timely and complete reporting.
  • Assist in preparing annual investor and CDFI Fund compliance reports.

Qualifications & Skills:

  • Bachelor's degree preferred (Finance, Economics, Business, Accounting, Real Estate, or related field).
  • Strong organizational skills with excellent attention to detail.
  • Proficiency in Microsoft Office Suite (Outlook, Excel, Word, Smartsheet); experience with SharePoint preferred.
  • Ability to manage multiple priorities under tight deadlines.
  • Excellent communication skills (verbal & written) with professional client-facing manner.
  • 2+ years' experience in finance, asset management, real estate, project management, or compliance preferred.
  • Eagerness to learn about NMTC, community development finance, or impact investing.

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