What are the responsibilities and job description for the Due Diligence Coordinator position at Advantage Capital?
Description
Who We Are
We believe that capital can transform communities for the better. That's why we're focused on working with companies and organizations that have a positive social impact to address our nation’s most pressing needs.
As an impact investor, Advantage’s mission is to bring businesses, resources and jobs to communities that have historically lacked access to investment capital, while also generating competitive returns for our investors, proving that conscious capitalism is possible. Since 1992, Advantage Capital has invested more than $3.8 billion in over 900 companies and projects, spanning a diverse array of industry sectors. We’ve built a sterling track record of public-private partnerships with state and federal governments and private institutional investors, directly creating tens of thousands of jobs, thousands of units of housing, and millions of kwh of clean, renewable energy in underserved communities and industries.
Let us invest in a better future together.
Our Culture
Our people love what we do. We fundamentally believe that capital can change lives and we go to great lengths to give our firm the opportunity to reach the hardest hit communities in the U.S. with much needed investment. For anyone considering joining our entrepreneurial high-performing firm, know that we value: a growth mindset (never fixed), a fast but enduring work pace (rarely slow), the ability to work autonomously (no micromanaging), getting things done (talk is cheap), an all-hands-on-deck culture (a true team), a love of hard-to-solve problems (that others won’t attempt), and the character to do the right thing (always).
Role Overview
The NMTC Due Diligence Coordinator is responsible for coordinating the due diligence process and providing support to our New Markets Tax Credit team. The role will provide administrative and research support services including the coordination and production of due diligence, document preparation and review, research, investigations, and fact checking. The role includes both internal and external engagement.
Core Responsibilities
Who We Are
We believe that capital can transform communities for the better. That's why we're focused on working with companies and organizations that have a positive social impact to address our nation’s most pressing needs.
As an impact investor, Advantage’s mission is to bring businesses, resources and jobs to communities that have historically lacked access to investment capital, while also generating competitive returns for our investors, proving that conscious capitalism is possible. Since 1992, Advantage Capital has invested more than $3.8 billion in over 900 companies and projects, spanning a diverse array of industry sectors. We’ve built a sterling track record of public-private partnerships with state and federal governments and private institutional investors, directly creating tens of thousands of jobs, thousands of units of housing, and millions of kwh of clean, renewable energy in underserved communities and industries.
Let us invest in a better future together.
Our Culture
Our people love what we do. We fundamentally believe that capital can change lives and we go to great lengths to give our firm the opportunity to reach the hardest hit communities in the U.S. with much needed investment. For anyone considering joining our entrepreneurial high-performing firm, know that we value: a growth mindset (never fixed), a fast but enduring work pace (rarely slow), the ability to work autonomously (no micromanaging), getting things done (talk is cheap), an all-hands-on-deck culture (a true team), a love of hard-to-solve problems (that others won’t attempt), and the character to do the right thing (always).
Role Overview
The NMTC Due Diligence Coordinator is responsible for coordinating the due diligence process and providing support to our New Markets Tax Credit team. The role will provide administrative and research support services including the coordination and production of due diligence, document preparation and review, research, investigations, and fact checking. The role includes both internal and external engagement.
Core Responsibilities
- Retrieve and organize project due diligence (electronic), both initial and updates
- Prepare and review financing intake forms and due diligence requests
- Update due diligence portals for financial partners
- Attend closing calls, updating checklists and tracking for team
- Coordinate Insurance and Organizational Documentation for closings
- Create and maintain prior cost tracking and documentation spreadsheets
- Assist client in opening and maintaining bank accounts for closing
- Draft and compile community benefits agreement data trackers
- Prepare post-closing compliance and cash flow trackers
- Assist with post-closing compliance matters including construction draws, community benefits reporting, and other compliance deliverables
- Excellent verbal and written communication skills.
- Excellent organizational skills and attention to detail.
- Excellent time management skills with a proven ability to meet deadlines.
- Strong analytical and problem-solving skills.
- Ability to maintain confidentiality, and to exercise discretion and good judgment.
- Proficient with Microsoft Office Suite or related software.
- Proficient with Salesforce.
- Bachelors or Associates Degree in related field
- Three (3) plus years banking, legal or corporate finance experience
- Competitive medical, dental and vision insurance
- Firm-wide retreats
- Service awards
- Company swag
- Holiday parties
- Gym membership
- Employee assistance program
- 401(k) with company match
- Employee stock program
- Training & development opportunities
- Paid personal & vacation time
- Paid parental leave
- Community service opportunities
- Paid parking
- Life insurance, disability, and long-term care
- HRA and HSA with annual company deposit