Principal, Investments – Tax & Preferred Equity

Job not on LinkedIn

🔥 0 minutes ago

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

💵 $300k - $500k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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👻 Ghost score 18%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• Lead execution of tax equity and preferred equity investments, including hybrids, from term sheet through close • Identify, help structure around, price, and document transaction risk • Build and review partnership and hybrid models • Develop views on assumptions, sensitivities, and risk cases • Prepare opportunities for Investment Committee screening and final investment decisions • Present opportunities with support • Co-lead negotiations with sponsors and capital partners • Work with Legal, Tax, and Risk on key issues and IRS compliance • Contribute to investment principles, underwriting parameters, and the IC process • Mentor junior team members • Use technology and AI to work more efficiently • Participate in post-close portfolio stewardship

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Economics, Environmental Studies, or a related field; MBA or advanced degree a plus • 8+ years in renewable energy, structured finance, or infrastructure investing • Direct experience with tax equity transactions • Exposure to hybrid structures and/or preferred equity a strong plus • Working command of partnership structures and tax and capital account basis issues, including DROs, basis, allocations, safe harbor, and recapture • Breadth across solar, wind, and storage technologies; exposure to emerging categories • Strong risk judgment, including identifying, structuring around, pricing, and documenting risk • Ability to negotiate transaction documents, including partnership flips, T-flips, and preferred equity; sale-leaseback a plus • Strong modeling skills across partnership and hybrid structures • Excellent communication, negotiation, and relationship management skills • Proven ability to manage multiple transactions simultaneously in a fast-paced environment • Strong capabilities in, or clear desire to rapidly advance, technology and AI • Willingness to travel up to 25% of the time • FINRA SIE, Series 79, and 63, or willingness to obtain them under Crux's broker-dealer sponsorship • Prior experience at a bank or developer/sponsor a strong plus

🏖️ Benefits

• Remote-first operating model with work from anywhere in the US and Canada • Optional offices in DC, NYC, and SF • Optional co-working opportunities • Regular team offsites twice a year • 100% employee healthcare premium coverage through Aetna and Kaiser; 70% dependent premium subsidy • 100% employee dental and vision premium coverage; 50% dependent subsidy • 10 company holidays per year • 20 days paid time off per year • 401k account support without matching • 16 weeks parental leave for birthing parents • 12 weeks parental leave for non-birthing parents • Stock options • Competitive compensation