Investment Coordinator – NMTC (New Markets Tax Credits)

About the Role

detail-oriented and proactive Investment Coordinator

The Investment Coordinator will play a key role in supporting investment closings, managing compliance documentation, coordinating team operations, and ensuring accurate investor reporting.

Key Responsibilities

🔹 Transaction & Deal Support

• Assist with NMTC transaction closings by organizing checklists, tracking deliverables, and coordinating with stakeholders.
• Maintain deal folders, data rooms, and filing systems with accurate documentation.
• Document key transaction milestones and maintain internal records.

🔹 Team Operations & Communications

• Monitor and manage the NMTC team’s group email inbox, ensuring timely responses.
• Organize and track borrower reporting documents in SharePoint.
• Schedule internal and external meetings; manage team calendars.
• Draft supporting documents such as cover letters, templates, and signature pages.
• Participate in ongoing process improvements to increase operational efficiency.

🔹 Compliance & Reporting

• Track compliance deadlines and reporting periods using Smartsheet.
• Collect and organize compliance documentation from borrowers, including impact reports and financial statements.
• Follow up with borrowers to ensure timely and complete reporting.
• Assist in preparing annual investor and CDFI Fund compliance reports.

Qualifications & Skills

• Bachelor’s degree preferred

  (Finance, Economics, Business, Accounting, Real Estate, or related field).
• Strong organizational skills with excellent attention to detail.
• Proficiency in Microsoft Office Suite (Outlook, Excel, Word, Smartsheet); experience with SharePoint preferred.
• Ability to manage multiple priorities under tight deadlines.
• Excellent communication skills (verbal & written) with professional client-facing manner.

• 2+ years’ experience

  in finance, asset management, real estate, project management, or compliance 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.