25 Sep
SourceIn Solutions
Rajkot
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 Recent 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
📌 US Investment Analyst - Night Shift
🏢 SourceIn Solutions
📍 Rajkot
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