Intern - Investment Administration & Portfolio Support jobs in United States
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NY Green Bank · 1 week ago

Intern - Investment Administration & Portfolio Support

NY Green Bank is a specialized investment fund dedicated to bridging financial gaps and mobilizing private capital to advance the build-out of clean energy and renewable infrastructure in New York State. The Investment Administration & Portfolio Support Intern will assist in transaction documentation, support document retention processes, and perform analyses to support the organization's mission.

Financial Services

Responsibilities

Register collateral: Uniform Commercial Code (UCCs), Membership Interest Certificates (MICs), and promissory notes, in DealCloud database for new transactions and modifications to existing transactions
Support document retention and inventory throughout transaction lifecycle maintaining: NYGB safe, files for exited transactions and collateral in SharePoint Database
Review existing collateral tracking and document retention process, propose recommendations to enhance efficiency and accuracy and assist with implementation where appropriate
Compile Weekly reporting reflecting upcoming transactions (fundings, payments and withdrawals) and reporting requirements across the portfolio
Perform ad hoc analyses and research to support NYGB’s teams and mission as well as other responsibilities assigned
Ability to demonstrate respect, equity and inclusive behavior and practices of a diverse workforce and community

Qualification

MS ExcelMS OfficeSharePointAnalytical skillsProblem-solvingVerbal communicationWritten communicationWork ethicTeam collaboration

Required

Current full-time college student working toward a bachelor's degree (relevant majors may include but are not limited to business, finance, data analytics, economics, energy, environmental studies)
Strong experience with MS Excel required, experience with additional MS Office products and SharePoint helpful
Strong analytical and problem-solving skills
Demonstrated interest in financial markets and/or clean energy
Strong verbal and written communication skills, with the ability to articulate complex concepts
Excellent work ethic and aptitude to perform under tight deadlines to contribute to NYGB's success
Capable of working under limited supervision and taking on new and unfamiliar tasks

Company

NY Green Bank

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NY Green Bank, a division of NYSERDA, is a state-sponsored specialized fund that invests in clean energy projects located in New York State.

Funding

Current Stage
Early Stage
Company data provided by crunchbase