Capital Deployment Manager (Impact Investing & Community Finance)
Capital Deployment Manager (Impact Investing & Community Finance)
Part time: 20 hours/week
Salary: $30-$40 per hour
Remote, US based
ABOUT US
Project Equity works to expand employee ownership to preserve business legacies, retain
jobs and help working people and people of color build long-term wealth. We envision a
future where employee ownership is the preferred business model to strengthen small
businesses and local economies and build wealth for working people and communities of
color across the United States.
Project Equity’s Employee Ownership Catalyst Fund provides flexible, low-cost capital to
support the transition of businesses to employee ownership.The fund is distinctive in not
requiring personal guarantees from individual borrowers, its flexibility in supporting both
partial and full employee ownership transitions, its ability to finance all employee ownership
entity structures (employee ownership trusts, coops, and employee stock ownership plans),
and its capability to make both debt and equity investments.
ABOUT THE ROLE
As the part-time Capital Deployment Manager at Project Equity, you will be a key member of the Capital team, supporting the deployment of catalytic capital to grow employee ownership through impact investing, community finance, and employee ownership lending.
You will work directly on transactions and support the operations of the Employee Ownership Catalyst Fund, collaborating closely with the Fund Manager, Project Equity’s Client Services team, third-party fund administration partners, borrowers, investors, lenders, and ecosystem partners.
This role offers a unique opportunity to work at the intersection of impact investing, commercial lending, employee ownership finance, and economic justice, while helping build a national market for employee ownership capital.
ABOUT YOU
The ideal candidate combines strong organizational, financial analysis, and lending skills with
a passion for economic justice, employee ownership, and impact investing. If the following
statements describe you, we encourage you to apply:
• You love finance. You have strong financial analysis skills and experience building and reviewing financial models that assess historical performance, develop forward-looking projections, evaluate cash flow, and support lending or investment decisions across a variety of businesses.
• You are highly organized. You excel at managing multiple priorities and have a strong orientation toward developing, improving, and maintaining effective organizational processes and systems.
• You are an outstanding communicator. You have excellent verbal and written communication skills and are comfortable working with people from a wide range of backgrounds, experiences, and perspectives.
• You are mission-driven. You are committed to Project Equity’s mission of expanding employee ownership to preserve business legacies, retain jobs, and help working people and communities of color build long-term wealth.
• You are excited to grow your employee ownership expertise. Familiarity with or experience working with employee ownership structures—including ESOPs, worker cooperatives, and Employee Ownership Trusts (EOTs)—is a plus.
• You embrace technology. You are eager to learn and apply new technologies to improve efficiency, analysis, and decision-making, including the thoughtful use of AI-powered applications.
HOW YOU WILL SUPPORT THE WORK OF PROJECT EQUITY
Borrower Identification and Management
• Maintain and track deal pipeline activity through various stages of the lending and investment process.
• Support externally generated financing opportunities, including meeting with representatives of opportunities, processing of NDA’s, obtaining appropriate financial
• and other materials and conducting preliminary due diligence
Opportunity underwriting and analysis
• Provide project management support as opportunities move through the capital
• placement processes, including application, underwriting, securing loan/investment
• committee approval, state guarantee (as appropriate), and deal closing
• Act as a key point of contact between borrowers, the EO technical assistance team,
• other lenders, underwriters, legal support, and others to ensure that process and
• approval timelines are met
Fund operations support
• Maintain internal and external fund operations meeting schedules and other communications, including materials preparation and tracking
• Lead quarterly/annual investor financial and impact reporting
• Prepare internal deal specific and portfolio summary documents to support internal decision making
• Manage online document storage for the Employee Ownership Catalyst Fund and for individual fund transactions
• Contribute to a supportive and high-functioning workplace by communicating proactively, embracing diverse perspectives, celebrating wins, navigating challenges together, and championing a culture of continuous feedback and mutual respect
REQUIRED SKILLS AND EXPERIENCE
• Bachelors degree or equivalent education/experience, MBA preferred
• Minimum 5 years of professional work experience
• 2+ years in commercial lending, loan fund operations, community finance, CDFI lending, banking, impact investing, or related fields.
• Knowledge of commercial lending processes and standard lending terms.
• Experience or familiarity with impact investing and how evaluating loans and investments may differ when social or environmental goals are considered alongside financial returns.
• Strong project management abilities
BENEFITS
• Retirement (401(k) or Roth): Match 100% up to the first 3% and 50% of the next 2%.
• Employee Assistance Program
• Wellbeing Resources and Caregiver Support
• Commuter Benefits
• Training and Development
• Up to $500.00 annually for education reimbursement
• Holiday pay for regular part-time employees
• Vacation days: up to 60 hours (subject to work schedule)
• Sick days: up to 40 hours (subject to work schedule)
TO APPLY
To be considered for this position, please fill out our online application and upload your
resume and cover letter. In your cover letter, please explain what motivates you to work with
Project Equity, and how your experience, skills and commitment will advance our work to
create a more equitable economy.
Part time: 20 hours/week
Salary: $30-$40 per hour
Remote, US based
ABOUT US
Project Equity works to expand employee ownership to preserve business legacies, retain
jobs and help working people and people of color build long-term wealth. We envision a
future where employee ownership is the preferred business model to strengthen small
businesses and local economies and build wealth for working people and communities of
color across the United States.
Project Equity’s Employee Ownership Catalyst Fund provides flexible, low-cost capital to
support the transition of businesses to employee ownership.The fund is distinctive in not
requiring personal guarantees from individual borrowers, its flexibility in supporting both
partial and full employee ownership transitions, its ability to finance all employee ownership
entity structures (employee ownership trusts, coops, and employee stock ownership plans),
and its capability to make both debt and equity investments.
ABOUT THE ROLE
As the part-time Capital Deployment Manager at Project Equity, you will be a key member of the Capital team, supporting the deployment of catalytic capital to grow employee ownership through impact investing, community finance, and employee ownership lending.
You will work directly on transactions and support the operations of the Employee Ownership Catalyst Fund, collaborating closely with the Fund Manager, Project Equity’s Client Services team, third-party fund administration partners, borrowers, investors, lenders, and ecosystem partners.
This role offers a unique opportunity to work at the intersection of impact investing, commercial lending, employee ownership finance, and economic justice, while helping build a national market for employee ownership capital.
ABOUT YOU
The ideal candidate combines strong organizational, financial analysis, and lending skills with
a passion for economic justice, employee ownership, and impact investing. If the following
statements describe you, we encourage you to apply:
• You love finance. You have strong financial analysis skills and experience building and reviewing financial models that assess historical performance, develop forward-looking projections, evaluate cash flow, and support lending or investment decisions across a variety of businesses.
• You are highly organized. You excel at managing multiple priorities and have a strong orientation toward developing, improving, and maintaining effective organizational processes and systems.
• You are an outstanding communicator. You have excellent verbal and written communication skills and are comfortable working with people from a wide range of backgrounds, experiences, and perspectives.
• You are mission-driven. You are committed to Project Equity’s mission of expanding employee ownership to preserve business legacies, retain jobs, and help working people and communities of color build long-term wealth.
• You are excited to grow your employee ownership expertise. Familiarity with or experience working with employee ownership structures—including ESOPs, worker cooperatives, and Employee Ownership Trusts (EOTs)—is a plus.
• You embrace technology. You are eager to learn and apply new technologies to improve efficiency, analysis, and decision-making, including the thoughtful use of AI-powered applications.
HOW YOU WILL SUPPORT THE WORK OF PROJECT EQUITY
Borrower Identification and Management
• Maintain and track deal pipeline activity through various stages of the lending and investment process.
• Support externally generated financing opportunities, including meeting with representatives of opportunities, processing of NDA’s, obtaining appropriate financial
• and other materials and conducting preliminary due diligence
Opportunity underwriting and analysis
• Provide project management support as opportunities move through the capital
• placement processes, including application, underwriting, securing loan/investment
• committee approval, state guarantee (as appropriate), and deal closing
• Act as a key point of contact between borrowers, the EO technical assistance team,
• other lenders, underwriters, legal support, and others to ensure that process and
• approval timelines are met
Fund operations support
• Maintain internal and external fund operations meeting schedules and other communications, including materials preparation and tracking
• Lead quarterly/annual investor financial and impact reporting
• Prepare internal deal specific and portfolio summary documents to support internal decision making
• Manage online document storage for the Employee Ownership Catalyst Fund and for individual fund transactions
• Contribute to a supportive and high-functioning workplace by communicating proactively, embracing diverse perspectives, celebrating wins, navigating challenges together, and championing a culture of continuous feedback and mutual respect
REQUIRED SKILLS AND EXPERIENCE
• Bachelors degree or equivalent education/experience, MBA preferred
• Minimum 5 years of professional work experience
• 2+ years in commercial lending, loan fund operations, community finance, CDFI lending, banking, impact investing, or related fields.
• Knowledge of commercial lending processes and standard lending terms.
• Experience or familiarity with impact investing and how evaluating loans and investments may differ when social or environmental goals are considered alongside financial returns.
• Strong project management abilities
BENEFITS
• Retirement (401(k) or Roth): Match 100% up to the first 3% and 50% of the next 2%.
• Employee Assistance Program
• Wellbeing Resources and Caregiver Support
• Commuter Benefits
• Training and Development
• Up to $500.00 annually for education reimbursement
• Holiday pay for regular part-time employees
• Vacation days: up to 60 hours (subject to work schedule)
• Sick days: up to 40 hours (subject to work schedule)
TO APPLY
To be considered for this position, please fill out our online application and upload your
resume and cover letter. In your cover letter, please explain what motivates you to work with
Project Equity, and how your experience, skills and commitment will advance our work to
create a more equitable economy.