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; identify and escalate risks and variances
Execute consent requests, amendments, and restructurings with internal and external stakeholders
Prepare and support investor, management, and board reporting, ensuring alignment with institutional and contractual requirements
Support Principal with ongoing sponsor and investor interactions post-closing. Ensure smooth transition from execution to portfolio management
Build and enhance portfolio monitoring, reporting, and workflow systems using technology and AI-enabled tools
Contribute to strategic discussions on portfolio optimization, including potential exits and secondary market opportunities
Ensure compliance with partnership agreements, regulatory requirements, and internal policies in coordination with Legal and Finance
Support the development of best practices and playbooks for portfolio management activities to ensure consistency and efficiency as the portfolio scales

Requirements

Bachelor's degree in Finance, Accounting, Economics, Environmental Studies or a related field; MBA or advanced degree a plus
5+ years of experience in renewable energy finance, asset management, or structured finance, with direct exposure to tax equity and/or preferred equity
Strong knowledge of partnership flip and preferred equity structures, funding mechanics, and tax compliance
Experience managing portfolios of complex investments, including amendments, restructurings, and consent processes
Highly organized, detail-oriented, and able to manage multiple complex workstreams
Excellent written and verbal communication skills, including board-level reporting and sponsor/investor engagement
Proficiency with data analysis tools (Excel, SQL, Python, or similar) and comfort working with portfolio management systems, databases, and business intelligence platforms
Comfort leveraging technology and AI-enabled tools to improve monitoring, reporting, and workflows
FINRA license(s) Series 79 and 63 required or willingness to obtain within 90 days under Crux's broker-dealer sponsorship
Experience with institutional investors (insurance companies, pension funds, family offices) is highly valued.

Benefits

Healthcare: We cover 100% of premiums for employees with a variety of plans on Aetna and Kaiser and subsidize 70% for dependents
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 but don't have a matching program set up at this time
Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

portfolio managementtax equitypreferred equityfinancial analysisdata analysisfunding mechanicstax complianceamendmentsrestructuringsportfolio optimization

Soft Skills

organizational skillsdetail-orientedcommunication skillsstakeholder engagementstrategic thinkingrisk identificationproblem-solvingcollaborationreportingefficiency

Certifications

Bachelor's degreeMBAFINRA Series 79FINRA Series 63