Investment Coordinator NMTC (New Markets Tax Credits)

Key Responsibilities:

• Provide transaction and deal support by assisting in NMTC transaction closings, organizing checklists, tracking deliverables, and coordinating with stakeholders.
• Maintain accurate documentation in deal folders, data rooms, and filing systems, documenting key transaction milestones.
• Support team operations and communications by managing the NMTC teams group email inbox, organizing borrower reporting documents, scheduling meetings, and drafting necessary documents.
• Ensure compliance and reporting by tracking deadlines and reporting periods, collecting compliance documentation, and assisting in preparing compliance reports.

Qualifications & Skills:

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

Preferred but not mandatory:

- Experience with underwriting or portfolio management.

- Knowledge of NMTC program requirements or real estate finance.,