Advantage Capital
Due Diligence Coordinator
Advantage Capital—an impact investor focused on communities needing investment—is seeking a Due Diligence Coordinator to support the New Markets Tax Credit team.
Who We Are We believe that capital can transform communities for the better. Since 1992, we have invested over $3.8 billion in more than 900 companies and projects across diverse sectors, creating jobs, housing, and clean energy in underserved communities.
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 includes administrative and research support services such as the coordination and production of due diligence materials, document preparation and review, research, investigations, and fact‑checking.
Core Responsibilities
Retrieve and organize electronic project due diligence, both initial and updates
Prepare and review financing intake forms and due diligence requests
Update due diligence portals for financial partners
Attend closing calls, update checklists and track progress for the team
Coordinate insurance and organizational documentation for closings
Create and maintain prior cost tracking and documentation spreadsheets
Assist clients 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 deliverables
Qualifications
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 exercise discretion and good judgment
Proficiency with Microsoft Office Suite or related software
Proficiency with Salesforce
Education and Experience
Bachelor’s or Associate’s degree in a related field
Three (3) or more years of banking, legal, or corporate finance experience
Perks at Advantage Capital
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 and 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
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Who We Are We believe that capital can transform communities for the better. Since 1992, we have invested over $3.8 billion in more than 900 companies and projects across diverse sectors, creating jobs, housing, and clean energy in underserved communities.
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 includes administrative and research support services such as the coordination and production of due diligence materials, document preparation and review, research, investigations, and fact‑checking.
Core Responsibilities
Retrieve and organize electronic project due diligence, both initial and updates
Prepare and review financing intake forms and due diligence requests
Update due diligence portals for financial partners
Attend closing calls, update checklists and track progress for the team
Coordinate insurance and organizational documentation for closings
Create and maintain prior cost tracking and documentation spreadsheets
Assist clients 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 deliverables
Qualifications
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 exercise discretion and good judgment
Proficiency with Microsoft Office Suite or related software
Proficiency with Salesforce
Education and Experience
Bachelor’s or Associate’s degree in a related field
Three (3) or more years of banking, legal, or corporate finance experience
Perks at Advantage Capital
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 and 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
#J-18808-Ljbffr