Financial Planning and Analysis

• Serve as the senior legal lead for all tax equity, hybrid, and structured product investments across Crux-managed funds, ensuring structures and documentation comply with applicable legal, tax, and regulatory standards.
• Oversee the drafting, review, and negotiation of term sheets and definitive agreements (LLCAs, MIPAs, ECCAs, Interparty Agreements), guiding Investment Managers and external counsel to maintain alignment across commercial, legal, and tax considerations.
• Provide legal counsel and interpretive guidance on transaction structure, risk allocation, and regulatory implications, supporting the Investments team in advancing deals to closing readiness under the direction of the Managing Director, Investments.
• Lead or co-lead legal negotiations with counterparties, sponsors, and investors to ensure consistent application of Crux’s negotiated positions and documentation standards.
• Support the development and implementation of compliant new transaction structures by monitoring and interpreting evolving tax, securities, and broker-dealer requirements.
• Establish and maintain legal governance standards for diligence, funding, and execution processes within Investments, ensuring adherence to institutional policies and broker-dealer requirements, with final approval by the Head of Investments and General Counsel.
• Provide legal oversight of post-closing matters, including compliance obligations, sponsor requests, and investor reporting, ensuring portfolio management activities conform to governing documents and regulatory requirements.
• Review and approve amendments, waivers, and other material sponsor or investor requests, verifying consistency with partnership agreements, tax assumptions, and internal authority frameworks.
• Oversee documentation control and retention, ensuring executed agreements and supporting materials comply with broker-dealer and regulatory standards.
• Under the direction of the Head of Investments and the General Counsel, manage relationships with external counsel, ensuring timely, consistent, and high-quality execution that aligns with Crux’s legal and compliance frameworks.
• Integrate legal, regulatory, and structural considerations across the platform—working with Industry Coverage, Tax Investor Coverage, DCM, Finance, and Legal—to ensure transactions are executed in accordance with Crux’s commercial objectives and compliance framework.
• Collaborate with Investments, Legal, and Operations to maintain standardized templates, playbooks, and approval workflows that reflect current legal requirements and institutional best practices.
• Work closely with the General Counsel and Head of Investments to align governance frameworks, broker-dealer standards, and investment documentation controls with evolving regulatory expectations.
• Provide legal and structural mentorship to Investment Managers and Principals, building team capability in negotiation, transaction execution, and legal risk assessment.
• Serve as a trusted advisor and internal thought leader, reinforcing consistency in legal reasoning, documentation standards, and investment decision-making.
• Represent Crux in sponsor, investor, and industry dialogues, strengthening the firm’s reputation for legal rigor, commercial sophistication, and institutional discipline.

Managing Director – Investments

Finance Coordinator

Director, Finance – People Ops

Finance Specialist, Impact Finance and Markets

Senior Financial Analyst – Capital

ITR Finance Manager