Financial Project Assistant

18 hours ago

Bharatpur, Rajasthan, India beBeeInvestment Full time ₹ 7,50,000 - ₹ 15,00,000
Investment Coordinator Role

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

  • Support transaction closings by organizing checklists, tracking deliverables, and coordinating schedules.
  • 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
  • Monitor and manage the group email inbox, ensuring timely routing and responses to incoming requests.
  • Manage reporting documents received from borrowers and organize them in SharePoint according to protocols.
  • Schedule meetings and coordinate calendar invites for 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.
  • Help collect and organize compliance documentation from project sponsors, including 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 requirements.

Core Competencies Include:

  • 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.

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