Crux

Principal – Investment Management

Crux

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $200,000 - $300,000 per year

Job Level

Lead

About the role

  • Lead transaction execution for tax equity and preferred equity investments, including negotiations with sponsors, investors, and external advisors.
  • Prepare and present investment opportunities to Investment Committee, highlighting economics, structural terms, risks, and mitigants.
  • Oversee and review financial models developed by team members; provide guidance on assumptions, sensitivities, and risk cases.
  • Collaborate with Legal, Tax, and Risk teams to resolve key issues and ensure compliance with IRS rules, safe harbor tests, and recapture protections.
  • Adept at managing client relationships on both sides of the market — developers/sponsors and investors — ensuring clear communication and smooth execution.
  • Support business development by identifying opportunities to scale programmatic relationships with high-quality sponsors and investors.
  • Mentor and guide junior team members, providing training on modeling, execution, and best practices.
  • Use technology and AI-enabled tools to streamline diligence, negotiations, and investment committee preparation.

Requirements

  • Bachelor’s degree in Finance, Economics, Engineering, or related field; MBA, JD, or advanced degree a plus.
  • Minimum of 6–8 years of experience in renewable energy, structured finance, or infrastructure investing, with direct experience leading tax equity transactions.
  • Demonstrated ability to negotiate transaction documents (partnership flips, T-flips, preferred equity structures; sale-leaseback a plus).
  • Strong financial modeling skills and ability to review/analyze complex partnership models.
  • Deep understanding of IRS requirements, safe harbor rules, allocation methodologies, and recapture provisions.
  • Excellent communication, negotiation, and relationship management skills.
  • Proven ability to manage multiple transactions simultaneously in a fast-paced environment.
  • Strong capabilities or desire to rapidly advance leveraging technology and AI to enhance investment execution and portfolio management.
  • FINRA SIE, Series 79 and 63 required or willingness to obtain under Crux’s broker-dealer sponsorship.
Benefits
  • Healthcare: We cover 100% of premiums for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California) and subsidize 70% for dependents (total as a group), if relevant.
  • Dental & vision: We cover 100% of premiums for employees and 50% for dependents (each), if relevant.
  • 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 (typical for an early-stage startup).
  • 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
financial modelingnegotiationtransaction executionrisk analysispartnership structurestax equity transactionsstructured financeinfrastructure investingallocation methodologiesrecapture provisions
Soft Skills
communicationrelationship managementmentoringteam collaborationproblem-solvingtime managementleadershipclient managementtrainingadaptability
Certifications
FINRA SIESeries 79Series 63