NMTC Due Diligence Coordinator

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.

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.

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.

• 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

• 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

• Bachelor’s or Associate’s degree in a related field
• Three (3) or more years of 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 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