Due Diligence Coordinator jobs in United States
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Advantage Capital · 2 months ago

Due Diligence Coordinator

Advantage Capital is an impact investor focused on transforming communities through positive social impact. The NMTC Due Diligence Coordinator will coordinate the due diligence process and provide administrative and research support to the New Markets Tax Credit team, ensuring thorough documentation and compliance throughout the project lifecycle.

Business DevelopmentFinancial ExchangesFinancial ServicesImpact InvestingVenture Capital
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Growth Opportunities
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H1B Sponsor Likelynote

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

Qualification

Due diligence coordinationAnalytical skillsMicrosoft Office SuiteSalesforceVerbal communicationWritten communicationOrganizational skillsTime managementProblem-solvingConfidentiality

Required

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

Benefits

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

Company

Advantage Capital

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Advantage Capital has invested over $3.8 billion in more than 800 portfolio companies and projects nationwide since 1992.

H1B Sponsorship

Advantage Capital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (4)
2023 (1)

Funding

Current Stage
Growth Stage
Total Funding
$77M
Key Investors
Citi
2014-05-22Debt Financing· $77M

Leadership Team

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Franchesca Lorio
CFO & Managing Director
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Cara M. Schiffman
Senior Vice President
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Company data provided by crunchbase