Associate, Investment Operations and Compliance
Coalition for Green CapitalLocation not specified
Full Time
Posted March 1, 2026
$97k - $110k
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Job Description
The role involves supporting investment operations and compliance activities for clean energy and infrastructure projects, including transaction management, data reporting, and regulatory adherence, within a fast-paced, impact-driven organization.
Key Responsibilities
- Provide operational support for transaction activities, including due diligence, legal documentation review, and transaction closings.
- Ensure accurate setup of transactions within internal systems such as CRM, portfolio management, and loan accounting.
- Manage documentation review and due diligence processes for investments and grants, ensuring compliance with organizational policies and funding terms.
- Validate and integrate data into management reports and dashboards in collaboration with finance and analytics teams.
- Review routine borrower statements to ensure accuracy and support investment servicing functions.
- Compile transaction activity data and develop dashboards to track performance against expectations.
- Onboard and track compliance and covenant items, including financial statements and performance reports, and follow up with borrowers as needed.
- Generate compliance and portfolio reports for internal stakeholders and maintain accurate records in shared repositories.
- Support the implementation of compliance programs to ensure adherence to federal regulations and grant requirements.
- Monitor regulatory guidance, collaborate with legal and compliance teams, and support alignment of transaction documentation with policies and laws.
- Participate in meetings, conferences, and special projects to foster relationships and improve processes.
Requirements
- Bachelor's degree in finance, economics, business administration, or other equivalent experience; an advanced degree is a plus but not required.
- At least 3 years of professional experience with clean energy investments, investment operations, compliance, or audit.
- At least 1 year of experience with Power BI or other business intelligence tools in both creating and maintaining advanced customized reporting tools.
- Demonstrated understanding of investment and/or lending transactions, including associated structures and legal documentation.
- Experience with Salesforce, portfolio management, investment servicing, or similar data management systems.
- Strong project management skills, including communication, critical thinking, coordination, scheduling, and task management.
- Excellent organizational skills, with demonstrated experience prioritizing multiple workstreams based on substance, urgency, and capacity.
- Excellent written and verbal communication skills, with the ability to collaborate effectively across geographically distributed teams.
- Strong critical-thinking and problem-solving abilities, including analytical judgment and sound decision-making.
- Ability to work under tight deadlines and manage multiple priorities in a fast-paced, dynamic environment.
- Effective interpersonal and relationship-building skills, with the ability to work with management and a wide range of internal and external stakeholders.
- Fluency in English.
- Authorization to work in the United States.
- Willingness to travel occasionally in support of programs.
- Ability to perform prolonged desk and computer-based work.
Benefits & Perks
Salary range between $96,687 and $110,082 annually
Annual bonus based on job and organizational performance
Health insurance
401(k) retirement plan
Vacation leave
Sick leave
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