Transaction Coordinator

Company Summary

The BAM Companies (BAM) began in 2010 in the heart of Indianapolis and is affectionately referred to as the “BAMFAM” by its employees. BAM Capital, one of the three brands under The BAM Companies umbrella, is a team that knows how to succeed! This small, talented group of individuals knows what it takes to close the deal. No one is afraid to hear new ideas, change, adapt, or constantly evolve. BAM Capital is also a place where mutual respect and understanding are paramount, and everyone on the team is genuinely cared for. 

Job Overview

The Transaction Coordinator role will play a pivotal role in managing investor onboarding and subscriptions. Reporting directly to the Manager of Investor Relations, the Transaction Coordinator will be responsible for overseeing transactions, managing pipelines, ensuring compliance with internal and regulatory requirements, and supporting the Manager of Investor Relations in various administrative projects. 

Primary Responsibilities:

• Transaction Processing:

• Assist the Manager of Investor Relations in processing subscriptions efficiently and accurately.

• Ensure all documentation and transaction details are in compliance with internal and regulatory requirements

• Pipeline Management:

  • Maintain and manage the transaction pipeline, serving as the primary source of follow ups for certain transactions. 

  • Coordinate with the Manager or IR and Sales team to ensure a smooth and timely flow of transactions through the investment process. 

• Data Integrity:

  • Maintain data integrity across multiple platforms (CRM, investor portal, and others). 

• Investor Support:

  • Assist investors through the onboarding process, addressing inquiries and providing necessary documentation when needed, providing a positive and seamless experience. 

• Communication:

  • Act as liaison between the Investor Relations team and other internal departments when needed. 

  •  Communicate effectively with investors, addressing inquiries and providing updates on transaction status. 

Qualifications

• Educational Background:

• Bachelor’s degree in finance, business, real estate or 5+ years relevant experience.

• Experience:

  • Prior experience in investor relations, private equity, real estate, or similar financial services coordination role. 

  • Familiarity with transaction processing and documentation in a financial services context. 

• Data Management:

  • Strong attention to detail with a focus on data integrity and accuracy. 

• Communication Skills::

  • Strong written and verbal communication skills. 

  • Ability to effectively communicate to support investor inquiries and provide clear updates when needed, both internally and externally. 

• Organizational Skills:

  • Excellent organizational skills to manage transaction pipelines and prioritize tasks effectively. 

Requirements: 

• Belief in and dedication to hold up The BAM Companies’ Core Values: 

  • Loyal, Loving Family

  • When BAM Grows, People Grow

  • Work Hard, Play Hard, WIN

  • Fun & Quirky Spirit

• This position is based in Indianapolis, IN, and requires in-office presence. 

Benefits

BAM offers a comprehensive benefits package that includes some out-of-the-box choices, but things being different and that challenge conventional wisdom is how we always operate. 

• Paid Time Off - Upon starting each employee already will be able to enjoy all 14-and-a-half paid holidays that BAM observes! On top of that, when each employee hits their 90th day, we drop 88 hours of PTO into each person’s account. That only goes up on the employee’s first BAM-iversary when we add another 120 hours into each person’s bank. 

• Traditional Medical and Health Benefits - We all need them, and BAM provides them at a bargain! Each year the company chooses to contribute a larger portion of the total benefits cost in an effort to not raise the employee’s contribution and lower it if possible. This package includes: medical, dental, vision, voluntary life, short-term disability, long-term disability, and a small pet benefit option. 

• Company Culture - BAM strives to have and succeeds in always having the small company feel. You will never be a number, and will always be valued. We live out our values: (1) When People Grow, BAM Grows, (2) Loyal, Loving Family, (3) Fun, Quirky Spirit, and (4) Work Hard, Play Hard, WIN! 

• Free Life Insurance - The company pays for $25,000 in life insurance free of change to each and every employee. 

• Personal & Professional Development - BAM pays for unlimited access to MytrueU which is a site that aggregates incredible community leaders and asks them to share their lessons learned, in order to enrich others. 

• Events - BAM spares no expense in order to plan events for the entire company. No matter where the employee is working, we ensure that everyone can get together and live out our Core Values. 

Work Environment:
This job operates in a professional office environment, in person. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully.  While performing the duties of this job, the employee is regularly required to talk and/or hear. The employee frequently is required to stand, walk, use hands and fingers to handle or feel, and reach with hands and arms. The employee must occasionally lift or move office products and supplies, up to 20 pounds.

Travel
No travel required.

Work Authorization
Authorized to work in the United States of America.