Senior Manager, Portfolio Management

Crux

Senior Manager for portfolio management at Crux overseeing renewable energy tax equity investments. Collaborating across teams to build scalable portfolio management systems.

Posted 5/18/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $200,000 - $300,000 per yearWebsite

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.
Strong knowledge of partnership flip and preferred equity structures, funding mechanics, and tax compliance.
Experience managing portfolios of complex investments.
Highly organized, detail-oriented, and able to manage multiple complex workstreams.
Excellent written and verbal communication skills.
Proficiency with data analysis tools (Excel, SQL, Python, or similar).
Comfort leveraging technology and AI-enabled tools.
FINRA Securities Industry Essentials (SIE) and the Series 79 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

Comp & perks

Healthcare: We cover 100% of premiums for employees 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.

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Hard Skills & Tools

portfolio managementtax equity investmentspreferred equity investmentsfinancial metricstax compliancedata analysisExcelSQLPythonportfolio optimization

Soft Skills

highly organizeddetail-orientedcommunication skillsability to manage multiple workstreams

Certifications

Bachelor's degreeMBAFINRA Securities Industry Essentials (SIE)Series 79