US Investment Analyst - Night Shift

Investment Closing & Underwriting:

• Assist with NNMF and clients deal closings: attend weekly conference calls, track closing Smartsheet, ensure proper onboarding, and collaborate internally to resolve issues proactively
• Review and assist in the underwriting of proposed investment
• Review all program compliance with New Markets Tax Credit Program ensuring qualifying program parameters are met, reasonable expectations and legal alignment

Ongoing Monitoring:

• Manage a portfolio of investments, including reviewing construction draw requests, assessing financial performance of borrowers, conducting annual outreach calls/site visits, and corresponding regularly with borrowers displaying signs of weakness and increased risk
• Collection and review of borrower and partner financial statements
• Prepare, collect, analyze, and report of information relating to performance of each deal to investors and the CDFI Fund
• Participate in the assessment of policies and procedures to continually improve our process efficiencies.

Night Shift : 8 pm to 5 am