Senior Manager, Investments

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September 29

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Crux

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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.

11 - 50 employees

💸 Finance

⚡ Energy

📋 Description

• Build, maintain, and audit complex financial models for tax equity transactions, focusing on partnership flip and T-flip structures • Prepare investment materials for Investment Committee, including transaction economics, sensitivities, and risk analyses • Collaborate with Principals and the Senior Principal on transaction structuring, execution, and negotiations • Analyze sponsor financials, project contracts, and diligence materials to 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 • Participate in limited external interactions with developers, investors, and advisors under guidance from senior team members • Support portfolio management and reporting, including monitoring project performance against underwriting

🎯 Requirements

• Bachelor’s degree in Finance, Economics, Engineering, or a related field (MBA or MS a plus) • Minimum 4 years of experience in renewable energy, structured finance, or infrastructure investing • Direct tax equity modeling experience required (partnership flip and T-flip models) • Advanced Excel skills and ability to build complex partnership models from scratch • VBA or Python skills a plus • Strong understanding of tax equity structures (partnership flip, T-flip; sale-leaseback optional) • Familiarity with IRS requirements, safe harbor tests, and recapture provisions preferred • Excellent analytical, organizational, and communication skills • Comfortable adopting new technology platforms and integrating AI tools into daily workflows • FINRA license(s) required or willingness to obtain under Crux’s broker-dealer sponsorship

🏖️ Benefits

• Healthcare: We cover 100% of premiums for employees with plans on Aetna (nationwide) and Kaiser (WA and California) and subsidize $400 for dependents (total as a group) • 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 (no matching program at this time) • Regular all-team onsites 3 times/year • Bonus: 50-75% of base across individual, team, and company goals (bonus buyouts possible) • Equity: Series B stock options (equity offered)