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Investment Manager

Job in Oregon, Dane County, Wisconsin, 53575, USA
Listing for: Ecotrust
Full Time position
Listed on 2026-03-08
Job specializations:
  • Finance & Banking
    Risk Manager/Analyst, Financial Analyst
Salary/Wage Range or Industry Benchmark: 70000 - 78500 USD Yearly USD 70000.00 78500.00 YEAR
Job Description & How to Apply Below

Position Title: Investment Manager (Level
3)

Reports to: Director of Community Capital

Location: This position may be fully remote, but must be based in Oregon or Washington

Starting Salary: $70,000 to $78,500 (Based on qualifications, experience and internal equity; will not exceed this posted range)

Posting Date: March 2, 2026

Final date to receive applications: March 23, 2026

Anticipated

Start Date:

April 28, 2026

Learn more about this position by attending an Information Session (Zoom Link) on March 11th oll to the bottom of the posting for details.

Overview

Ecotrust creates and accelerates triple‑bottom‑line innovations to benefit our region and inspire the world. On the farm, at the coast, in the forest, and across our cities, we work in partnership toward an equitable, prosperous, climate‑smart future. Since 1991, we have created durable change and sparked ideas across the globe. Ecotrust holds a deep commitment to equity and diversity as core principles integral to the work we do.

As we add new members across all levels of the organization, we seek diverse perspectives and lived experiences that foster learning, creativity, innovation, and equity.

Job Summary

The Investment Manager will play a key role on Ecotrust’s Upwell Community Capital team. This position will support Ecotrust’s non‑extractive and reparative capital approach by supporting lending and underwriting activities for Ecotrust’s Upwell Fund, as well as our Healthy Food Financing Initiative work. The Investment Manager will also provide project management and coordination across multiple financial products and projects, contribute to compliance and reporting systems, and help strengthen Ecotrust’s partnerships with community lenders and borrowers.

This role is both analytical and relational, combining financial acumen with a commitment to social and racial equity in finance. The Investment Manager reports to the Director of Community Capital and collaborates closely with team members, CDFI partners, and other program staff.

Who you are

You are a finance professional who combines technical skill in lending and underwriting with strong project management and curiosity, creativity, and a strong sense of purpose. You thrive in collaborative environments, value transparency, and are comfortable navigating ambiguity. You bring a commitment to racial and economic justice and a desire to help reimagine how capital can serve communities.

Primary Responsibilities
  • Project management and coordination across multiple projects and programs including Ecotrust’s Healthy Food Financing Initiative, Upwell Fund, and Community Asset Development projects.
  • Lead lending and underwriting for Upwell and related investment initiatives, evaluating opportunities and structuring loans that advance equitable, reparative economic systems.
  • Partner with borrowers and community partners to co‑design underwriting criteria and loan terms centering our approach to non‑extractive and reparative finance.
  • Manage loan and investment processes from intake through closing to ensure documentation, compliance, and reporting systems are transparent, efficient, and accessible.
  • Cultivate and maintain strong relationships with borrowers, partners, and colleagues through consistent communication and coordination of meetings and site visits.
  • Support administrative functions related to grant fund deployment, documentation, and compliance.

Responsibilities and tasks outlined in this document are not exhaustive and may change as determined by the needs of the organization or employee.

Key Qualifications And Transferable Skills

Transferable skills may be gained through education, work experience (including the military) or life experience that are relevant for this position. Studies have shown that women and people of color are less likely to apply for positions where they do not meet 100% of the listed skills and qualifications. Even if you do not meet all of the requirements described, if you believe you are a good fit for the position, we encourage you to apply.

A candidate will be assessed on their ability to successfully fulfill or quickly learn these functions.

  • 5 years transferable…
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