The Technology Investment Associate will spend a majority of his/her time in these activities:
Support in generating loans, tax credits, and other financing programs targeted toward startup, early-stage and high-growth companies including high profile, large and complex projects.
Review TDL and QNBV customer applications for completeness. Communicate and provide technical guidance to customers on finalizing required documents.
Assist in customer relationships throughout the project development, delivery, and maintenance phases; ensure high levels of customer service.
Enter customer information into CRM system.
Manage E&I sponsored events by researching and communicating with statewide organizations.
Assist with researching alternative state or global entrepreneurship programs; provide analysis and reporting.
Administer invoicing through disbursement process and analyze results.
Administer annual certifications, reporting and tax credit verifications.
Conduct loan portfolio, other E&I program and KPI analysis, along with reporting to the E&I team.
Work with Policy and E&I staff to revise program policies or produce white paper summaries.
Work with Compliance staff to ensure program accountability and metric accuracy.
Work with Marketing to ensure accuracy of external communications and the reflection of current activities on E&I web site pages.
Work with Marketing staff to develop E&I focused outreach materials.
Maintain knowledge and expertise of CRM system and award servicing system, utilized for program tracking.
Participate in training and organizations to enhance professional development.
Develop knowledge of public and private business development resources and investment capital programs.
Other duties as assigned.
Special Notes: State-wide and national travel will occur on an occasional basis, less than 20% of the time. Travel is anticipated to include day and overnight travel.
Based on the responsibilities of this position, this position may need to lift and/or move up to 10pounds
Education and Experience:
Bachelors degree in Business Administration, Finance or technology related fields such as biotech, engineering, computer science or comparable education/experience/training.
Minimum of one to three years of experience in business finance, communications, public/nonprofit organizations, technology/research & development or related field required.
Skills and Talents:
Quantitative, analytical and problem solving skills.
Ability to administer business deals.
Proactive and responsive to requests and opportunities.
PC applications and systems including word processing, spreadsheet, database management and Windows software.
Strong written and verbal communication skills.
State Of Wisconsin