Senior Financial Administrator

23 hours ago


Thāne, Maharashtra, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000
Job Description">

The Investment Coordinator plays a pivotal role in supporting the New Markets Tax Credit team. This dynamic individual will provide critical administrative and operational support, ensuring timely execution of transactions and compliance with regulatory requirements.

Key Responsibilities:
  • Transaction Support:
    • Collaborate with the NMTC Deal Lead to ensure seamless transaction closings, including checklist organization, deliverable tracking, and internal and external schedule coordination.
    • Maintain accurate and up-to-date deal folders, data rooms, and filing systems.
    • Document transaction milestones for internal records.
  • Team Operations & Communications:
    • Monitor and manage the NMTC group email inbox, ensuring timely routing and responses to incoming requests.
    • Organize reporting documents received from borrowers in SharePoint according to established protocols.
    • Schedule meetings and coordinate calendar invites for internal and external stakeholders.
    • Assist with document drafting, including cover letters, signature pages, and basic templates.
    • Participate in policy assessments to continually improve process efficiencies.
  • Compliance & Reporting:
    • Manage Smartsheet for compliance deadlines, reporting periods, and process improvements.
    • 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 annual investor and CDFI Fund reports preparation.


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