Financial Project Assistant

3 days ago

Vadodara, Gujarat, India beBeeInvestment Full time ₹ 7,20,000 - ₹ 11,20,000
Job Description

This role is ideal for a highly motivated and organized individual who wants to gain hands-on experience in community development finance and support impactful projects that benefit underserved communities.

Key Responsibilities:
  • Assist 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.
Team Operations & Communications

The coordinator will be responsible for monitoring and managing the group email inbox, ensuring timely routing and responses to incoming requests. This includes scheduling meetings and coordinating calendar invites for internal and external stakeholders.

  • Manage reporting documents received from borrowers and organize them in our SharePoint according to our protocols.
  • Assist with document drafting, including cover letters, signature pages, and basic templates.
  • Participate in the assessment of policies and procedures to continually improve process efficiencies.
Compliance & Reporting

The Investment Coordinator will be responsible for maintaining Smartsheet for compliance deadlines, reporting periods, and process improvements. They will also 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.
Core Competencies Include:
  • Excellent communication, organizational, and interpersonal skills.
  • 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.
  • Effective communication skills 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 preferred.
  • Eagerness to learn about community development finance, NMTC, or impact investing.

Preferred qualifications include review and assistance in the underwriting of proposed investments and managing 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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