Financial Development Associate

2 weeks ago

Cochin, Kerala, India beBeeCommunity Full time ₹ 9,00,000 - ₹ 12,00,000
Investment Coordinator

We are seeking a detail-oriented and proactive Investment Coordinator to provide critical administrative and operational support to our 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.

About the Role:

The primary focus of this position will be to coordinate transactions, manage deal folders, and maintain accurate records. You will also be responsible for organizing reporting documents received from borrowers and scheduling meetings with internal and external stakeholders.

Key Responsibilities:
  • Transaction Support:
    • Support transaction closings by organizing checklists, tracking deliverables, and coordinating internal and external schedules.
    • Maintain accurate records of transaction milestones and ensure all documentation is up-to-date.
  • Team Operations & Communications:
    • Monitor and manage the email inbox, ensuring timely routing and responses to incoming requests.
    • Organize reporting documents received from borrowers and schedule meetings with internal and external stakeholders.
    • Assist with document drafting, including cover letters, signature pages, and basic templates.
  • Compliance & Reporting:
    • Maintain Smartsheet for compliance deadlines, reporting periods, and process improvements.
    • Collect and organize compliance documentation from project sponsors.
    • Follow up with project contacts on late or incomplete reporting to ensure timely submissions and maintain compliance with requirements.
    Requirements:
    • 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 manner.
    • Proficiency in Microsoft Office (especially Outlook, Excel, Smartsheet, and Word); familiarity with file-sharing platforms preferred.
    • Eagerness to learn about community development finance or impact investing.

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