Senior Manager, Portfolio Management

🕒 May 18

🇺🇸 United States – Remote

💵 $200k - $300k / year

⏰ Full Time

🟠 Senior

👔 Manager

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Crux

WebsiteLinkedInAll Job Openings

11 - 50 employees

💼 Consulting

🏥 Healthcare

📦 Logistics

Consulting • Healthcare • Logistics

Crux is an ecosystem designed to facilitate transactions and management of transferable tax credits among developers, tax credit buyers, banks, syndicators, and advisors. The platform aims to streamline processes such as price discovery, due diligence, and contracting. It offers tools for minimizing risks, ensuring compliance, and managing reporting through a network of regulatory experts. Crux enables developers to maximize the value of tax credits and tax credit buyers to manage tax liabilities and sustainability goals. For banks, syndicators, and advisors, it provides workflows for efficiently managing syndications and connecting with new market participants. Crux’s Transaction Hub centralizes these activities, making it easier to track and execute tax credit transactions in the energy and manufacturing sectors.

📋 Description

• Help design and scale Crux’s portfolio management framework for tax equity and preferred equity investments. • Partner with Principals, Finance, Legal, and external counterparties on portfolio tranching, funding schedules, and post-closing execution. • Monitor portfolio performance against underwriting across financial, tax, and operational metrics. • Execute consent requests, amendments, and restructurings with internal and external stakeholders. • Prepare and support investor, management, and board reporting. • Support Principal with ongoing sponsor and investor interactions post-closing. • Build and enhance portfolio monitoring, reporting, and workflow systems using technology and AI-enabled tools. • Contribute to strategic discussions on portfolio optimization.

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Economics, Environmental Studies or a related field; MBA or advanced degree a plus. • 5+ years of experience in renewable energy finance, asset management, or structured finance. • Strong knowledge of partnership flip and preferred equity structures, funding mechanics, and tax compliance. • Experience managing portfolios of complex investments. • Highly organized, detail-oriented, and able to manage multiple complex workstreams. • Excellent written and verbal communication skills. • Proficiency with data analysis tools (Excel, SQL, Python, or similar). • Comfort leveraging technology and AI-enabled tools. • FINRA Securities Industry Essentials (SIE) and the Series 79 required or willingness to obtain within 90 days under Crux's broker-dealer sponsorship. • Experience with institutional investors (insurance companies, pension funds, family offices) is highly valued.

🏖️ Benefits

• Healthcare: We cover 100% of premiums for employees and subsidize 70% for dependents. • Dental & vision: We cover 100% of premiums for employees and 50% for dependents. • Holidays: 10 company holidays per year. • Paid time off: 20 days per year. • 401k: We support a 401k account but don't have a matching program set up at this time. • Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.