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 → Starting salary will be based on qualifications, experience, and internal equity. The starting salary will not exceed this posted range.

Posting Date: March 2, 2026

Application Deadline: March 23, 2026

Anticipated Start Date: April 28, 2026

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

Overview 

Who we are 

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 towards 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 we believe foster learning, creativity, innovation, and equity. Learn more at Ecotrust.org. 

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 are motivated by the opportunity to apply your financial expertise toward social and environmental good. 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

(The activities listed below represent the core functions of this position.)

• 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, 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 experience or equivalent combination of academic, lived, professional experience with a minimum 2 years of experience underwriting loans, either as a loan officer or through equivalent relevant experience.
• Character Based Lending: Have a personal and professional commitment to advancing social and racial equity, with experience centering racial equity when analyzing credit risk and underwriting. 
• Lending and Financial Analysis. Ability to evaluate financial statements, develop payment and repayment structures, and align financial tools with mission outcomes.
• Social Finance. Understands and is willing to operationalize non-extractive, reparative frameworks in lending and investment.
• Compliance & Reporting. Familiarity with loan documentation, compliance processes, and reporting to internal and external constituents.
• Planning. Ability to Identify strategies, tactics and priorities that balance short-term needs with long-range goals. Organizes actions, plans, and resources.
• Programmatic Proficiency. Ability to apply deep topical knowledge, cultivates partnerships and provides support, training, and technical assistance to impacted parties for the advancement of program goals.
• Learning From Mistakes. Experience extending trust by displaying vulnerability in taking ownership for mistakes and harm, even when the harm is caused at the group or community levels. Applies a trauma-informed approach to taking risks, addressing harm, and engaging in repair work
• Trauma-Informed Action. Willingness to provide notice and context when making requests of others' time and energy. Understands and actively seeks to avoid actions that retraumatize. Offers support to identify what individuals and groups need to feel supported, safe, and empowered.
• Cultural Humility. Experience building partnerships that strengthen capacity to address racial inequity, oppression, and power imbalances. Leverages lived experience of marginalization to advocate for impacted individuals and groups
• Collaboration. Experience seeking ideas and perspectives from colleagues, partners, and impacted parties with an open mind and responds to input with curiosity. Shares own ideas and perspectives to support effective organizational outcomes.
• Patience. Ability to arrange and commit to work based on timelines, priorities, and changes that can realistically be followed through and followed up on. Applies processes that seek input from impacted parties and prioritizes an inclusive process over artificial timelines.
• Transparency. Can develop messages with consideration for timing, audience, accessibility, and needs. Transfers information and knowledge to colleagues, partners, and impacted parties, even when it is unpopular or challenging.
• Project Management. Experience coordinating, tracking, and organizing tasks and deliverables of others as part of broader projects and programs. Drafts project or program updates and follow up on action items or next steps.

Other Useful Qualifications

The items listed below represent qualifications that are desirable in a candidate, but are not required. Some of these may be gained through professional development and coaching once on board.

• Experience lending to small or medium-sized businesses in food, forestry, aquaculture, farming, or agriculture sectors.
• Experience lending to non-traditional entities, like cooperative or non-profits
• Experience using Blackbaud Grantmaking or other lending software.
• Experience providing technical assistance such as developing proformas, financial documents, business planning, feasibility, market assessments or pre-development activities.
• Familiarity with community development financial institutions (CDFIs) or impact investing. 

 Additional Information 

This is a full-time, exempt position.

Please be aware that applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We believe great benefits make work better: Ecotrust offers equity-centered benefits that strive to recognize employees as whole people and prioritize their overall wellbeing. Benefits include medical, dental, and vision insurance with employee contributions scaled to income, tax-deferred and Roth retirement plans with employer base contributions, term life insurance, and disability coverage. Ecotrust invests in employees' professional development and personal growth. We also offer plentiful paid time off, retreats, and summer fun days.

Working conditions: If relevant, also address here: 

• This role will include occasional travel within the Pacific Northwest for site visits or meetings, including some evening or weekend commitments. Work may be performed remotely or in Ecotrust’s Portland office.
• Staff are expected to attend in-person events with fellow Ecotrust colleagues at least twice a year. This includes:
• • Yearly All-Staff Gathering
  • One Additional Event: e.g., team retreat, board meeting, or similar gathering, to be determined by team leads.

Ecotrust is an Equal Opportunity Employer. We believe that a diverse staff of qualified, highly-skilled, and creative individuals is necessary to achieve the vision and mission of the organization. Individuals who identify as Black, Indigenous, Latinx, Asian, Pacific Islander, or other People of Color, people who are queer, trans, non-binary, people with disabilities, people who are immigrants, veterans, people from poor and working class backgrounds, and people who are/have been system-impacted are strongly encouraged to apply.

Click here to learn more about equity at Ecotrust. 

Accommodation under the Americans with Disabilities Act: We gladly provide reasonable accommodation to anyone whose specific disability prevents them from completing an application or participating in this recruitment process. Please reach out to jslavik@ecotrust.org  in advance to request assistance. 

How to Apply:  Apply via our careers page on Rippling Recruiting. No cover letter is required. Instead, please answer brief narrative questions provided in the application. 

The Selection Process: In an effort to be as transparent as possible in our selection process as well as to help expedite bringing new staff on board, below is a timeline of key events:

• Review of Resumes: March 3rd-March 25th
• First Round Interviews: April 1st & 2nd
• Second Round Interviews: April 8th, 9th & 10th 
• Reference checks: April 13th-14th
• Extend offer: April 14th

While we will proactively communicate these dates and any changes to you throughout the process, please consider placing tentative holds on your calendars for the initial screening and face-to-face interviews.

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Learn more about this position by attending an Information Session: Ecotrust is hosting an informational webinar about this position. You can call in to listen and ask questions.

• Date:  March 11th @ 11am
• Click this link to join by computer audio/video: https://us06web.zoom.us/j/83253480479 
• Webinar ID: 832 5348 0479
• Dial this number to join by phone and enter the meeting ID:  +1 253 215 8782 US; 832 5348 0479

We will record the session and post the recording to the job posting shortly afterwards.

To mitigate privileged access to information about the position, our policy is that hiring team members may not meet with candidates who are considering applying for that role. Instead, we offer the information session as a way to equalize access to information about the role for all candidates.