Investment Specialist

2 days ago

Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
About the Role

We are seeking a detail-oriented and proactive Investment Coordinator to support New Markets Tax Credits investments and clients.

Key Responsibilities:
  • Transaction & Deal Support
  • Assist with 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 team emails, ensuring timely responses.
  • Organize 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 New Markets Tax Credits, community development finance, or impact investing.

Preferred but not mandatory:

  • Experience with underwriting or portfolio management.
  • Knowledge of New Markets Tax Credits program requirements or real estate finance.

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