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US Investment Analyst - Night Shift

SourceIN SolutionsIndia

6 days 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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Investment Analyst • India

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