Associate, Investment Management

Crux

Financial analyst role focused on managing tax equity investments in renewable energy projects. Collaborating with a team to build financial models and prepare investment analyses for stakeholders.

Posted 5/20/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $150,000 - $200,000 per yearWebsite

Tech Stack

Tools & technologies

PythonVBA

About the role

Key responsibilities & impact

Support the building, maintenance, and auditing of financial models for tax equity transactions, with exposure to partnership flip and T-flip structures.
Assist in the preparation of investment materials for Investment Committee, including transaction economics, sensitivities, and risk analyses.
Work closely with Senior Managers, Principals, and the Senior Principal on transaction structuring, execution, and deal coordination.
Analyze sponsor financials, project contracts, and diligence materials to help identify risks and value drivers.
Leverage technology and AI-enabled tools to increase accuracy and efficiency in modeling, diligence, and reporting.
Contribute to process improvements and template standardization across the Investments team.
Support limited external interactions with developers, investors, and advisors under guidance from senior team members.
Assist with portfolio management and reporting as needed, including monitoring project performance against underwriting.

Requirements

What you’ll need

Bachelor's degree in Finance, Economics, Engineering, or a related field; MBA or MS a plus.
Minimum 2 years of experience in renewable energy, structured finance, infrastructure investing, or a closely related field; some exposure to tax equity concepts preferred but not required.
Strong Excel skills, including comfort building and navigating complex financial models; VBA or Python skills a plus.
Basic familiarity with tax equity structures (partnership flip, T-flip) or eagerness to develop that knowledge quickly.
Exposure to IRS requirements, safe harbor tests, or recapture provisions a plus but not required.
Strong analytical, organizational, and communication skills, with the ability to manage multiple workstreams in a fast-paced environment.
Comfortable adopting new technology platforms and integrating AI tools into daily workflows.
FINRA SIE, Series 79, and 63, or willingness to obtain them under Crux’s broker-dealer sponsorship.

Benefits

Comp & perks

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.
We cover 100% of premiums for employees and 50% for dependents (each), if relevant.
10 company holidays per year.
20 days per year.
We support a 401k account but don't have a matching program set up at this time (typical for an early-stage startup).
16 weeks for birthing parents and 12 weeks for non-birthing parents.

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Hard Skills & Tools

financial modelingExcelVBAPythonrisk analysistransaction structuringportfolio managementdata analysisprocess improvementtemplate standardization

Soft Skills

analytical skillsorganizational skillscommunication skillsability to manage multiple workstreamsadaptability to new technologycollaborationattention to detailproblem-solvingtime managementinterpersonal skills

Certifications

Bachelor's degreeMBAMSFINRA SIESeries 79Series 63