Impact Finance Coordinator

2 days ago

Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000
Job Title: Investment Coordinator

About the Role:

We are seeking a detail-oriented and proactive investment coordinator to support investments and clients.

This role offers the opportunity to contribute to impact-driven finance projects that strengthen low-income communities while also developing skills in transaction support, compliance, and asset management.

The investment coordinator will play a key role in supporting investment closings, managing compliance documentation, coordinating team operations, and ensuring accurate investor reporting.

Key Responsibilities:

  • Assist with investment closings by organizing checklists, tracking deliverables, and coordinating with stakeholders.
  • Maintain deal folders, data rooms, and filing systems with accurate documentation.
  • Document key transaction milestones and maintain internal records.

Team Operations & Communications:

  • Monitor and manage team email communications, ensuring timely responses.
  • Organize and track borrower reporting documents.
  • Schedule internal and external meetings; manage team calendars.
  • Draft supporting documents such as cover letters, templates, and signature pages.
  • Participate in ongoing process improvements to increase operational efficiency.

Compliance & Reporting:

  • Track compliance deadlines and reporting periods using project management tools.
  • Collect and organize compliance documentation from borrowers.
  • Follow up with borrowers to ensure timely and complete reporting.
  • Assist in preparing annual investor reports.

Qualifications & Skills:

  • Bachelor's degree preferred (Finance, Economics, Business, Accounting, Real Estate, or related field).
  • Strong organizational skills with excellent attention to detail.
  • Proficiency in Microsoft Office Suite (Outlook, Excel, Word); experience with project management tools preferred.
  • Ability to manage multiple priorities under tight deadlines.
  • Excellent communication skills (verbal & written) with a professional client-facing manner.
  • 2+ years' experience in finance, asset management, real estate, project management, or compliance preferred.
  • Eagerness to learn about community development finance or impact investing.

Preferred Qualifications:

  • Experience with underwriting or portfolio management.
  • Knowledge of finance or asset management principles.

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