Staff Accountant, Fund Administration

The Role

The Staff Accountant, Fund Administration, will perform a variety of accounting functions for assigned entities under Broadstreet’s management. Responsibilities include maintaining entities’ general ledgers, cash reconciliations, billing, and collections, quarterly and annual financial reporting, assistance with the year-end audit and tax preparation, as well as providing information to internal and external clients related to the entities managed.

What You'll Do

• Prepare and analyze quarterly financial statements and related workpapers for assigned portfolio of reporting entities, ensuring that all documentation meets company standards, and reporting is completed within required deadlines.
• Review closing documents for new entities and loans to understand the loan terms, fee structure, and reporting requirements for new entities.
• Monitor cash activity, ensuring all cash transfers are completed timely and accurately. Prepare bank reconciliations, wire authorization request, and perform other treasury related duties as
  needed.
• Communicate effectively with clients, partners, borrowers, and tax and audit preparers to help ensure reporting-related information is received or prepared in a timely manner.
• Communicate across departments to ensure all processes and procedures are adhered to. Also, ensuring financial data, information, and process steps meet departmental requirements and financial reports and schedules, are updated and consistent with agreements and regulations.
• Complete special projects as assigned and identify special projects that will benefit the company and department.

Who We're Looking For

You should have a background in accounting with strong analytical skills. You should have a passion for excellence, be detail-oriented, and be a team player. You should be a great communicator and be able to work efficiently and independently to meet deadlines. You should be self-motivated, goal-driven, and willing to join a small and passionate team working on many investment funds across the impact investing industry.

• Bachelor's degree or equivalent in accounting.
• Strong analytical and practical problem-solving skills, with keen attention to detail.
• Excellent oral and written communication skills.
• Self-starter who can work independently and knows when to reach out for help.
• Ability to work in a team environment, on multiple projects simultaneously, managing time and resources to complete work efficiently and within given timeframes.
• Proficient with Microsoft Office Suite software, with strong working knowledge of Microsoft Excel.
• Advanced proficiency and proven excellence in Microsoft Excel.
• Ability to work autonomously and collaboratively with multiple projects going on at once.
• Strong alignment with Broadstreet's Values.

To Apply

Broadstreet is an equal opportunity employer. Applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.

Vice President, NMTC Lending and Investing

The Role

The Vice President of Lending & Investing will play a key role in financing high-impact projects that deliver measurable benefits to low-income communities. As a member of the originations team, you will support Broadstreet—one of the largest recipients of NMTC allocations—by originating, structuring, and closing transformative investments. This role offers the opportunity to lead complex transactions, cultivate industry relationships, and contribute to mission-driven projects that create meaningful community impact.

The ideal candidate will demonstrate a strong interest in the New Markets Tax Credit program, the ability to collaborate effectively across internal teams and external partners, a keen attention to detail, and the capacity to produce high-quality written analyses incorporating a wide range of financial and project specific data.

What You'll Do

• Manage the originations, underwriting and diligence process for NMTC investments, including evaluation of the construction budget, operating proforma, appraisals/market studies, business creditworthiness, and developer financial and management capacity.
• Oversee the preparation of investment proposals and presentations for internal and external stakeholders.
• Facilitate closings, ensuring all information and documentation required by the NMTC program is obtained and work with legal counsel to coordinate resolution of legal issues.
• Negotiate business terms with project sponsors and CDE partners to ensure viable, sustainable projects that positively impact the community.
• Partner internally with Fund Administration and Asset Management teams to onboard transactions and address issues that arise post-closing.
• Cultivate relationships within the NMTC industry, including CDEs, consultants, and other key partners by attending industry conferences, and conducting site visits and NMTC 101 events in key markets to build a pipeline of NMTC opportunities.
• Partner with Broadstreet’s Impact teams to prioritize investments based on potential community impact and strategic importance.

Who We're Looking For

• Ability to produce strong written work, including financial analyses and project analysis.
• Ability analyze and assess documents, financial information, and project descriptions.
• Self-starter who is driven to exceed set targets.
• Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders.
• Minimum of three to five years of commercial real estate lending, community development finance and NMTC investing experience.
• Strong project management abilities, including the ability to manage multiple projects simultaneously and meet deadlines.
• Commitment to Broadstreet’s mission and to work with and for diverse low-income communities.

Travel Requirement: Approximately 25% for conferences, site visits and company meetings

To Apply

Please provide a resume and cover letter summarizing your interest in the position and in Broadstreet.

Broadstreet is an equal opportunity employer. Applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.

Senior Analyst, NMTC Lending and Investing

The Role

The Senior Analyst for NMTC Lending & Investing will play a key role in supporting the deployment of Broadstreet’s New Markets Tax Credit (NMTC) allocation and equity funds. Broadstreet is one of the largest awardees of NMTC allocation since the program’s inception. This position offers hands-on experience with high-impact community development projects by supporting financial closings, regulatory compliance, and data reporting from deal inception through post-closing. Responsibilities include loan servicing, data collection, internal and external reporting, and cross-team collaboration to ensure smooth transitions from origination through asset management. As part of a collaborative and mission-driven team, you will help ensure the success of transformative investments that drive economic opportunity in underserved communities across the country.

What You'll Do

The Senior Analyst for NMTC Lending & Investing will play a vital role in all aspects of NMTC deals. Key job duties include:

• Maintaining pipeline reports, dashboards, project trackers/reports on deal flow and business development
• Supporting financial closings, including coordination of due diligence items and ensuring regulatory documentation is in place
• Managing committee meetings to approve transactions by scheduling meetings, preparing agendas, and recording meeting minutes
• Assisting with bank account set up and loan servicing schedules
• Assisting with securing third party services such as insurance requirements and a construction inspection
• Serving as the liaison with the treasury and asset management teams to transition deals from closing to post-closing for loan servicing, construction oversight, program reporting, and portfolio review
• Providing post-closing borrower support for loan servicing by assisting with borrower inquiries and resolving problems
• Acting as point of contact for data collection and compilation to support NMTC program compliance requirements for financial closings including project impact data reporting, documentation of program requirements, review of project budget expenditures, and tax credit filings
• Focusing on critical goals and deadlines through frequent and consistent communication, maintaining a culture and system for delivering excellent client service

Who We're Looking For

Experience:

• Minimum of two (2) years of asset management or project management and technical knowledge of New Markets Tax Credits
• Experience with CDFI Fund reporting in AMIS preferred
• Strong aptitude for technology, with the ability to quickly learn and adapt to new software and digital tools
• Self-starter, creative problem solver, team oriented
• Must excel within a fast-paced, deadline-driven, entrepreneurial environment with the ability to work on multiple projects simultaneously, manage time and resources to complete work efficiently and within established timeframes
• Proficiency with Microsoft Office suite. Experience with Salesforce a plus
• Ability to work in a remote, team-based environment

To Apply

Please provide a resume and cover letter summarizing your interest in the position and in Broadstreet.

Broadstreet is an equal opportunity employer. Applicants are considered for all roles without regard to race, color, religious creed, sex, national origin, citizenship status, age, physical or mental disability, sexual orientation, marital, parental, veteran or military status, unfavorable military discharge, or any other status protected by applicable federal, state or local law.