Transaction Coordinator

BAM Capital; Carmel (IN); On-site; USD 39,000 - 67,000; Full time

Job summary

BAM Capital is seeking a Transaction Coordinator to enhance their Investor Relations team in Indianapolis. This role involves managing investment transactions, ensuring data accuracy, and providing excellent investor support in a dynamic, respectful environment. Ideal candidates bring strong organizational and communication skills to drive results within a team-focused culture.

Benefits

Paid Time Off

Medical, dental, and vision benefits

Free life insurance

Professional development opportunities

Company events

Qualifications

• Experience in investor relations or private equity is preferred.
• Strong attention to data integrity and accuracy.
• Confident communicator via email and phone.

Responsibilities

• Review and manage investor subscription documents for accuracy.
• Track investment transactions and follow up with parties involved.
• Maintain organized records in CRM and support monthly reconciliations.

Skills

Attention to detail

Communication skills

Organizational skills

Education

Prior experience in investor relations or financial services

Tools

CRM systems

Job description

1 week ago Be among the first 25 applicants

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 is a key member of the Investor Relations team, responsible for ensuring investments are processed accurately, efficiently, and with the highest level of care. This position manages investor onboarding from initial document review through funding, maintains clean and organized records across systems, and coordinates with both internal stakeholders and external partners to keep transactions on track.

This role contributes directly and meaningfully to the investor experience with BAM Capital. It is a great fit for someone who is naturally organized, detail oriented, stays ahead of deadlines, and takes pride in owning their contributions. They’re comfortable communicating through both phone and email, and bring a sense of professionalism and trust to every interaction.

Primary Responsibilities:

• Transaction Processing:
• Review investor subscription documents for completeness and accuracy, confirming all required fields, signatures, and supporting documentation are present.
• Identify and correct issues such as entity mismatches, missing forms, or incomplete information before moving the transaction to the next step.
• Ensure all documents are processed in line with BAM’s internal controls, regulatory standards, and recordkeeping procedures.
• Own the transaction pipeline from document intake through countersignature and funding, serving as the primary source of follow ups for most transactions.
• Track every in-progress investment, flag delays, and follow up with investors or external parties through phone or email to move transactions forward.
• Use judgment to escalate issues that could impact timelines or investor experience.
• Investor Support:
• Be a front-line point of contact during onboarding, responding to investor questions and coordinating across teams to resolve issues quickly.
• Place phone calls to clarify next steps, request missing items, or unblock a stalled process.
• Deliver a professional, accurate, and responsive investor experience, representing BAM Capital in a way that reinforces trust.
• Data Integrity:
• Keep investor records clean, consistent, and audit-ready across systems including CRM, investor portal, and internal trackers.
• Consistently use internal naming conventions, folder structures, and data hygiene practices.
• Support monthly reconciliations and audit requests by consistently maintaining organized, up-to-date files.
• Communication:
• Actively communicate with sales, finance, and IR leadership to ensure timely and accurate processing of investments.
• Provide quick-turn reporting on deal status and pipeline updates as needed.
• Contribute to process improvements by identifying bottlenecks and helping update SOPs and training materials.
• Communicate clearly and professionally with investors and internal stakeholders.

Qualifications

• Education & Experience:
• Prior experience in investor relations, private equity, real estate, similar financial services coordination, or client-facing operations role.
• Familiarity with transaction processing and documentation in a financial services context is preferred.
• Experience using CRMs is preferred.
• Data Management:
• Exceptionally strong attention to detail with a focus on data integrity and accuracy.
• Proven ability to manage sensitive financial data with care and in compliance with internal procedures.
• Communication Skills:
• Confident communicator who is equally confident sending emails and proactively calling investors, advisors, or custodians.
• Polished, friendly, and accurate written and verbal communication, and the ability to use these skills to move the process forward.
• Organizational Skills:
• Highly organized with the ability to manage multiple investor transactions, follow-ups, and internal deadlines.
• Able to manage competing priorities with clarity and confidence, and escalate appropriately when needed.

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.

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.

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

Work Authorization

Authorized to work in the United States of America.

AAP/EEO Statement

The BAM Companies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, The BAM Companies complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Communication Release

By applying for this position or showing interest to a team member, you agree to receive emails and text messages from Barratt Asset Management, LLC (The BAM Companies). If you want to stop receiving these communications, you can respond to a team member's call or message and request to be unsubscribed, which will then end the communication from us.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Management

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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