Capital Deployment Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Monitor both internally and externally sourced capital deployment prospects.

• Assist in financing opportunities generated externally, which includes engaging with opportunity representatives, processing NDAs, acquiring necessary financial and other documentation, and performing initial due diligence.

• Offer project management assistance as opportunities progress through the capital placement stages, encompassing application, underwriting, securing loan/investment committee approval, state guarantee (if applicable), and deal closure.

• Serve as a primary contact for borrowers, the EO technical assistance team, other lenders, underwriters, legal support, and additional stakeholders to ensure that process and approval timelines are adhered to.

• Manage internal and external fund operations meeting schedules and communications, including preparation and tracking of materials.

• Spearhead quarterly and annual financial and impact reporting for investors.

• Create internal deal-specific and portfolio summary documents to aid in internal decision-making processes.

• Oversee online document management for the Employee Ownership Catalyst Fund and individual fund transactions.

• Foster a supportive and efficient workplace by communicating proactively, valuing diverse perspectives, celebrating achievements, addressing challenges collaboratively, and promoting a culture of continuous feedback and mutual respect.

⛳️ Requirements

• Bachelor’s degree or equivalent education/experience; MBA is preferred.

• A minimum of 5 years of professional experience, including at least 2 years in roles that support the execution of loans within a loan fund, CDFI, or banking environment.

• Understanding of commercial lending procedures and standard lending terms.

• Experience or familiarity with impact investing, particularly how loan and investment evaluations might differ when considering social or environmental objectives alongside financial returns.

• Strong project management skills are essential.

🏝️ Benefits

• Retirement (401K or Roth): Match 100% on the first 3% and 50% on the next 2%.

• Employee Assistance Program.

• Resources for well-being 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).