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US Investment Analyst - Night Shift
SourceIN SolutionsAhmedabad, Gujarat, India6 days ago
Job descriptionManage 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.
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 :
Night Shift : 8 pm to 5 am
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Investment Analyst • Ahmedabad, Gujarat, India
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