Associate, Investment Management

🕒 May 20

🇺🇸 United States – Remote

💵 $150k - $200k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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Crux

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

⚡ Energy

Finance • Energy

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

• Support the building, maintenance, and auditing of financial models for tax equity transactions, with exposure to partnership flip and T-flip structures. • Assist in the preparation of investment materials for Investment Committee, including transaction economics, sensitivities, and risk analyses. • Work closely with Senior Managers, Principals, and the Senior Principal on transaction structuring, execution, and deal coordination. • Analyze sponsor financials, project contracts, and diligence materials to help identify risks and value drivers. • Leverage technology and AI-enabled tools to increase accuracy and efficiency in modeling, diligence, and reporting. • Contribute to process improvements and template standardization across the Investments team. • Support limited external interactions with developers, investors, and advisors under guidance from senior team members. • Assist with portfolio management and reporting as needed, including monitoring project performance against underwriting.

🎯 Requirements

• Bachelor's degree in Finance, Economics, Engineering, or a related field; MBA or MS a plus. • Minimum 2 years of experience in renewable energy, structured finance, infrastructure investing, or a closely related field; some exposure to tax equity concepts preferred but not required. • Strong Excel skills, including comfort building and navigating complex financial models; VBA or Python skills a plus. • Basic familiarity with tax equity structures (partnership flip, T-flip) or eagerness to develop that knowledge quickly. • Exposure to IRS requirements, safe harbor tests, or recapture provisions a plus but not required. • Strong analytical, organizational, and communication skills, with the ability to manage multiple workstreams in a fast-paced environment. • Comfortable adopting new technology platforms and integrating AI tools into daily workflows. • FINRA SIE, Series 79, and 63, or willingness to obtain them under Crux’s broker-dealer sponsorship.

🏖️ Benefits

• We cover 100% of premiums for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California) and subsidize 70% for dependents (total as a group), if relevant. • We cover 100% of premiums for employees and 50% for dependents (each), if relevant. • 10 company holidays per year. • 20 days per year. • We support a 401k account but don't have a matching program set up at this time (typical for an early-stage startup). • 16 weeks for birthing parents and 12 weeks for non-birthing parents.