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US Investment Analyst - Night Shift (Apply Now)

US Investment Analyst - Night Shift (Apply Now)

SourceIN SolutionsIndia
7 hours ago
Job description

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

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