Managing Director, Investment – Clean Energy Jobs and Justice Fund

Carey & Co

. Lead the design of CEJJF's financial products, including loans, guarantees, credit enhancement, and debt and equity investment structures .

Posted 9/19/2026full-timeChicago • Illinois • United StatesLead💰 $155,000 - $185,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial product design, credit underwriting, and portfolio management, with a strong focus on clean energy finance and community development. Proven ability to build partnerships, negotiate transactions, and develop financial models to support strategic initiatives.

Highest-signal resume keywords

Financial Product DesignCredit UnderwritingPortfolio ManagementFinancial ModelingCapital Raising

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit UnderwritingPortfolio ManagementFinancial ModelingTransaction StructuringNegotiationProduct DesignRisk ManagementInvestment Policy DevelopmentMarket AssessmentLoan Structuring

Soft Skills

LeadershipRelationship BuildingSupervisionStrategic ThinkingCommunication

Tools & Technologies

Microsoft 365Loan Origination SoftwareServicing SoftwareCRM SystemsProject Management Platforms

Industry Keywords

Community Development FinanceClean Energy FinanceIllinois Clean Energy LandscapeClimate and Equitable Jobs ActIllinois ShinesIllinois Solar for AllCDFIsPublic FinancingPhilanthropic SourcesFinancing Products

About the role

Key responsibilities & impact

Lead the design of CEJJF's financial products, including loans, guarantees, credit enhancement, and debt and equity investment structures
Bring residential, predevelopment, contractor, and municipal products to market and through their first cycles
Build underwriting approaches using alternative repayment sources, cash flow evidence, guarantees, and reserves
Develop and execute the private capital strategy
Structure credit enhancement, loan loss reserve, and first-loss arrangements
Negotiate co-lending, participation, and syndication arrangements
Build and maintain financial models for cash flow, loss, pricing, and deployment planning
Assess market needs, financing gaps, and product performance
Grow the project pipeline and build borrower, referral, and capital-partner relationships
Cultivate financing partnerships with municipalities, counties, public agencies, and peer institutions
Negotiate and manage partner origination, underwriting, and servicing agreements
Direct technical assistance for clean energy businesses and borrowers
Conduct underwriting of loans and equity investments
Establish and maintain credit and investment policies and underwriting procedures
Originate, structure, negotiate, and close transactions with the Executive Director and external counsel
Recommend the allowance for credit losses methodology
Oversee portfolio management and risk strategy, including monitoring, covenant compliance, risk rating, delinquencies, workouts, and asset management
Establish investment performance measurement metrics and methodology
Select and implement loan origination and servicing systems and data standards
Represent CEJJF to financial institutions, investors, local governments, and peer green banks
Supervise staff and build CEJJF's investment capacity
Produce funder and capitalization materials with the Executive Director
Help shape organizational and programmatic strategy as a leadership team member

Requirements

What you’ll need

Bachelor's degree in finance, business, economics, public policy, or a related field, or an equivalent combination of education and relevant professional experience
Minimum of eight years of experience in community development finance, clean energy finance, banking, or a related lending or investment field, including progressively responsible leadership experience
Hands-on credit underwriting and portfolio management, with a record of transactions closed and managed through repayment
Experience structuring and negotiating transactions alongside legal counsel
Proven success raising capital from banks, CDFIs, institutional investors, or public and philanthropic sources
Experience designing and managing financing products, credit policies, or underwriting frameworks
Strong financial modeling skills across unit economics, cash flow, loss, and pricing
Supervision and development of staff, including building organizational or functional capacity
Familiarity with the Illinois clean energy landscape, including the Climate and Equitable Jobs Act, Illinois Shines, and Illinois Solar for All
Understanding of barriers frontline communities and disadvantaged businesses face in accessing capital
Working proficiency with Microsoft 365, loan origination or servicing software, CRM systems such as Salesforce, and project management platforms such as Monday.com
Approximately 25% travel throughout Illinois

Benefits

Comp & perks

Four weeks of paid time off, in addition to paid holidays
Medical, dental, and vision coverage
Company-paid life and disability insurance
401(k) retirement plan with employer contributions and matching
HSA and FSA options
Employee assistance and wellness resources
Professional development opportunities
Additional voluntary benefits and employee discounts
Flexible work environment supporting work-life balance