
Community Development Finance Professional
3 days ago
We are seeking a detail-oriented and proactive Investment Coordinator to support our New Markets Tax Credit team. This role is ideal for someone interested in community development finance and impactful projects.
Key Responsibilities:- Transaction Support
- Support transaction closings, manage communications, and organize compliance documentation
- Maintain deal folders, data rooms, and filing systems
- Document transaction milestones
- Email Management
- Monitor and manage email, ensure timely routing and responses
- Manage reporting documents and schedule meetings
- Assist with document drafting and participate in process improvements
- Compliance Oversight
- Maintain Smartsheet for compliance deadlines and collect compliance documentation
- Follow up on late or incomplete reporting
- Assist with annual investor and CDFI Fund reports
- Excellent communication, organizational, and interpersonal skills
- Bachelor's degree preferred or equivalent work experience
- Strong organizational skills with attention to detail
- Effective communicator with professional email and phone manner
- Proficiency in Microsoft Office and file-sharing platforms
- Review and assist in underwriting of proposed investment
- Manage a portfolio of investments
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