Crux

Financial Planning and Analysis

• 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.

Associate, Investment Management

Manager

• 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.

Senior Manager, Portfolio Management

Events

• Own end-to-end logistics for Crux’s presence at 50+ events annually, including booth design and production, vendor coordination, shipping, and team attendance.
• Manage all registrations, speaking submissions, and related deadlines to help maximize visibility and engagement.
• Execute pre- and post-event processes for meeting scheduling, lead capture, follow-up, and ROI tracking.
• Support the planning and execution of Crux-branded experiences, ranging from intimate executive dinners to large-scale multi-day events.
• Coordinate venue sourcing, vendor logistics, and on-site execution in partnership with the Director of Events.
• Ensure all experiences align with Crux’s brand voice and high aesthetic standards.
• Support collaboration with strategic partners to produce co-hosted events that drive joint value.
• Help maintain and improve the event operations playbook.
• Track budgets, timelines, vendor contracts, and performance metrics across events.

Events Lead

• Build your own book of business; nurture and grow buyers through the entire customer lifecycle in order to achieve scale of buyer tax credit appetite and reach targeted outcomes.
• Generate new buyer leads through conferences, networking, outreach, and other creative methods.
• Establish credibility, cultivate, and expand partnerships with key senior leaders at corporate buyers, family offices, accounting and tax firms, and banks.
• Educate buyers on the critical role of the Crux platform in tax credit transactions and demonstrate how to utilize Crux to achieve more effective and efficient outcomes.
• Serve as a facilitative partner and resource to buyers throughout the transaction lifecycle, including developing custom strategies to best meet buyer’s needs.
• Educate buyers on risks and mitigants and proactively address transaction issue.
• Build strong relationships with buyers and facilitate buyers gaining access to and utilizing the Crux platform
• Problem solve and address key commercial issues effectively and quickly
• Understand Crux platform, buyer sales process, transaction flow, pricing, and commercial agreements
• Serve as an expert resource to buyers on all aspects of tax credit transactions, as well as leverage internal and external subject matter experts
• Operate with autonomy, quickly surface issues, research and propose solutions
• Maintain your customer data in product and other internal tools
• Inform product development with user insights and subject matter expertise
• Discuss complicated topics with clarity and accuracy
• Strong collaborative and team orientation; meaningfully contribute to key growth initiatives

Principal, Tax Investor Coverage

Engineering Manager

• Own execution of live transactions on Crux’s platform — from onboarding through completion
• Coordinate multiple stakeholders (e.g., lenders, developers, legal teams) to keep deals on track and progressing
• Drive adoption of the platform across internal teams and external counterparties
• Partner with GTM, Product, and Operations to ensure seamless execution and clear ownership
• Participate in customer conversations where deal context matters, helping translate workflows into the platform
• Identify friction in transaction workflows and provide clear, actionable feedback to Product
• Help refine internal playbooks for onboarding, execution, and platform adoption as the function scales

Strategic Transactions Manager, Software GTM

• Build the operational foundation of our government affairs and public policy function
• Design and run the systems, programs, and convenings that turn advocacy strategy into sustained, measurable impact
• Serve as the connective tissue between government affairs and the rest of the organization
• Contribute to forward-looking policy and political strategy
• Partner with the Events team to design and execute policy roundtables and investor–policymaker convenings
• Build the infrastructure for consistent, high-quality policy output

Senior Manager, Government Affairs, Political Strategy

Executive Assistant

• Calendar management and gatekeeping
• Prioritize aggressively against business objectives
• Inbox triage and response management
• Executive operations
• Workflow systems
• Travel and personal logistics
• Events and onsites
• Light deck and formatting support

Executive Assistant – Chief Capital Officer

Accounting Manager

• Partner on the monthly close process across multiple entities — making sure the numbers actually tie (cash, intercompany, and everything else)
• Prepare and review balance sheets and P&Ls, and flag what looks off on your own read
• Investigate variances and resolve reconciling items, especially in cash and intercompany
• Help build and maintain intercompany processes across entities so they stay clean as entity count and volume grow
• Track and reconcile intercompany balances
• Support allocation of shared expenses in a consistent, defensible way
• Own and improve expense coding workflows (Ramp and related tools) and fix inefficiencies as you find them
• Think about how to automate or streamline workflows, balancing what’s realistic with the tools we have today
• Support implementation of better systems and processes over time
• Own the rhythm of entity compliance across all entities — recurring filings like annual reports, franchise taxes, property tax, 1099s, and state registrations — so nothing gets forgotten until it’s late
• Handle one-off items as they come up: new state registrations, entity formations or dissolutions, beneficial ownership filings, and supporting documentation for banks, lenders, and auditors
• Partner with legal and tax when filings require outside input, and keep ownership of items that aren’t on a set calendar yet
• Partner with the Controller on audit preparation and PBC, including pulling schedules, responding to auditor requests, and keeping workpapers organized across entities
• Work with tax and audit partners to make sure deliverables are accurate and timely
• Hold external partners accountable — review their work, catch issues, and push for quality and timeliness

Director

• Build and maintain senior and executive-level relationships across your coverage universe of developers, IPPs, utilities, manufacturers, and sponsors
• Serve as a trusted advisor on capital structure and capital formation strategy, with particular depth in debt financing
• Leverage Crux Market Intelligence to provide clients with actionable insights on market trends, pricing, and deal structuring
• Drive maximum value from Crux's software and Intelligence platforms for your clients
• Win mandates across Crux's product lines including debt, tax credits, and tax equity
• Identify and convert new coverage opportunities within your client universe
• Develop and present financing proposals, pitch materials, and market updates to senior client stakeholders
• Own the strategy & results for our debt advisory service offering
• Co-pitch debt advisory mandates with industry coverage colleagues
• Partner with our debt product group to execute on debt advisory mandates, from capital strategy through close
• Advise clients on optimal debt capital structures across the clean energy and infrastructure sector
• Structure and negotiate financing solutions in coordination with lenders, tax equity investors, and other capital providers
• Support clients in navigating credit markets, including bank lending, institutional private credit, and public debt markets
• Collaborate with Crux's tax equity, tax credit, and debt product groups to deliver integrated capital solutions
• Serve as an internal expert and DCM resource for the Crux Industry Coverage Team
• Contribute to team culture and mentor junior colleagues
• Work with product & engineering to automate core parts of the debt advisory process
• Collaborate on cross-functional deals to ensure seamless client execution across Crux's platform.