Capital Deployment Manager

8 Bridges Talent Partners • Oakland, CA

12d • $40 - $50 • Remote

About The Position

Project Equity is seeking a part-time Capital Deployment Manager to join their Capital team. This remote role involves supporting the deployment of catalytic capital to grow employee ownership. The manager will work directly on deals, support internal operations of the Employee Ownership Catalyst Fund, and collaborate with the Fund Manager, Client Services team, and a third-party fund administration partner. The position offers an opportunity to work with business owners, employee ownership practitioners, investors, and ecosystem partners, contributing to the growth of a national market for employee ownership finance. The ideal candidate possesses strong organizational, financial analysis, and lending skills, with a passion for economic justice, employee ownership, and impact investing.

Requirements

• Bachelors degree or equivalent education/experience, MBA preferred.
• 5 years of work experience, including 2+ years experience in one or more functions that support the execution of loans at a loan fund, CDFI, or bank.
• 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.
• Strong financial analysis skills and experience building and reviewing financial models that assess historical performance, develop forward-looking projections, and evaluate cash flow across a variety of businesses.
• Excellent organizational skills with the ability to manage multiple priorities and develop, improve, and maintain effective organizational processes and systems.
• Outstanding verbal and written communication skills, with comfort working with people from diverse backgrounds.
• Commitment to Project Equity’s mission.
• Eagerness to learn and apply new technologies, including AI-powered applications.

Nice To Haves

• MBA preferred.
• Familiarity with or experience working with employee ownership structures—including ESOPs, worker cooperatives, and Employee Ownership Trusts (EOTs).

Responsibilities

• Track internally and externally generated capital deployment opportunities.
• Support externally generated financing opportunities, including meeting with representatives, processing NDAs, obtaining financial materials, and conducting preliminary due diligence.
• 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 process and approval timelines are met.
• 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.

Benefits

• Retirement (401K or Roth): Match 100% up to the first 3% and 50% of the next 2%.
• Employee Assistance Program
• Well-being 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)

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: Associate degree