Senior 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

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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👻 Ghost score 18%

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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, structure around, price, and document transaction risk • Serve as technical authority on partnership structures and tax and capital account basis issues • Help junior colleagues resolve difficult, deal-specific transaction issues • Prepare and present opportunities to the Investment Committee for screening and final investment decisions • Lead negotiations with sponsors and capital partners, including new and difficult counterparties • Review and pressure-test complex partnership and hybrid models • Partner with Legal, Tax, and Risk on key issues and IRS compliance • Help build institutional infrastructure enabling capital partners to underwrite Crux as a GP • Mentor the team and drive adoption of AI-enabled workflows across the deal lifecycle

🎯 Requirements

• Bachelor's degree in Finance, Accounting, Economics, Environmental Studies, or a related field; MBA or advanced degree is a plus • 10–12+ years of experience in renewable energy, structured finance, or infrastructure investing • Direct experience leading tax equity transactions, including hybrids • 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 • Excellent risk judgment • Ability to lead and negotiate transaction documents, including partnership flips, T-flips, and preferred equity; sale-leaseback experience is a plus • Strong modeling skills and ability to review and pressure-test complex partnership and hybrid models • Tenacity, persistence, ownership, and genuine energy for the work and mission • Ability to lead Investment Committee discussions, guide a team, and resolve difficult questions independently • Excellent communication, negotiation, and relationship management skills • Track record credible enough for capital-partner diligence on Crux as a GP • Strong technology and AI capabilities, or a fast track record of adopting them • Prior experience at a bank, particularly in project finance, structured products, or leveraged finance, or at a developer/sponsor, is a strong plus • 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

🏖️ Benefits

• 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; 70% dependent subsidy • 100% employee dental and vision premium coverage; 50% dependent coverage • 10 company holidays per year • 20 days paid time off per year • 401k account (no matching program currently) • 16 weeks parental leave for birthing parents • 12 weeks parental leave for non-birthing parents • Stock options • Competitive compensation