Senior Finance Associate

3 days ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000

Job Opportunity:

We are seeking a skilled and detail-oriented professional to join our team as an Investment Coordinator. This role offers a unique opportunity to gain hands-on experience in community development finance and support impactful projects that benefit underserved communities.

Key Responsibilities:

  • Support the coordination of transaction closings by organizing checklists, tracking deliverables, and coordinating internal and external schedules.
  • Maintain accurate and up-to-date documentation in deal folders, data rooms, and filing systems.
  • Document transaction milestones for internal records.

Team Operations & Communications:

  • Monitor and manage group email communications, ensuring timely routing and responses to incoming requests.
  • Organize reporting documents received from borrowers and maintain them in our shared repository according to established protocols.
  • Schedule meetings and coordinate calendar invites for internal and external stakeholders.
  • Assist with document preparation, including cover letters and basic templates.
  • Participate in process assessments to continually improve operational efficiencies.

Compliance & Reporting:

  • Maintain compliance deadlines, reporting periods, and process improvements using Smartsheet.
  • Collect and organize compliance documentation from project sponsors, including certificates, reports, and financial statements.
  • Follow up with project contacts on late or incomplete reporting to ensure timely submissions and maintain compliance with relevant requirements.
  • Assist with annual investor and CDFI Fund report preparation.

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
  • An effective communicator with a professional 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 and impact investing.

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