Build, maintain, and audit complex financial models for tax equity transactions.
Support the preparation of investment materials for Investment Committee.
Collaborate with Principals and Senior Principal on transaction structuring and execution.
Analyze sponsor financials and project contracts to identify risks and value drivers.
Leverage technology and AI-enabled tools for modeling and reporting.
Contribute to process improvements across the Investments team.
Participate in limited external interactions with developers, investors, and advisors.
Support portfolio management and reporting as needed.

Requirements

Bachelor’s degree in Finance, Economics, Engineering, or a related field; MBA or MS a plus.
Minimum of 4 years of experience in renewable energy, structured finance, or infrastructure investing.
Direct tax equity modeling experience required.
Advanced Excel skills; VBA or Python skills a plus.
Strong understanding of tax equity structures (partnership flip, T-flip).
Familiarity with IRS requirements is preferred.
Excellent analytical, organizational, and communication skills.
Comfortable adopting new technology platforms and integrating AI tools into daily workflows.
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 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.
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 modelingtax equity modelingadvanced ExcelVBAPythonanalytical skillsorganizational skillscommunication skills

Soft Skills

collaborationprocess improvementrisk analysis

Certifications

FINRA SIESeries 79Series 63