Role Description
The Senior Manager, Tax/Preferred Equity will be a core member of Crux’s Structuring team, reporting to leadership within the Structuring team. This role is a hands-on execution role for an experienced structuring professional with a strong working knowledge of tax/preferred equity structures, covering project-level and portfolio-level transactions in renewable energy and energy transition infrastructure.
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Lead screening and underwriting of new opportunities.
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Build, maintain, and stress-test tax/preferred equity models.
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Prepare investment analyses for internal and external stakeholders.
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Drive transaction execution from intake to closing.
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Guide and develop Associates on the team.
Qualifications
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Bachelor’s degree in Finance, Economics, Engineering, or a related field; MBA or MS a plus.
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Minimum 4+ years of experience in renewable energy, structured finance, infrastructure investing, investment banking, or a closely related field.
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Direct tax equity and/or preferred equity structuring and modeling experience required.
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Advanced Excel skills, including the ability to build complex partnership models from scratch; VBA or Python skills a plus.
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Strong understanding of tax equity and preferred equity structures.
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Experience leading transaction workstreams and preparing transaction materials.
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Familiarity with IRS requirements, safe harbor tests, and recapture provisions preferred.
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Excellent analytical, organizational, and communication skills.
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Comfortable adopting new technology platforms and integrating AI tools into daily workflows.
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FINRA SIE, Series 79, and 63, or willingness to obtain them under Crux’s broker-dealer sponsorship.
Requirements
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Build, maintain, and audit complex financial models for tax/hybrid and preferred equity transactions.
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Lead the preparation of investment materials for Investment Committee.
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Analyze sponsor financials, project contracts, and diligence materials.
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Coordinate diligence across various workstreams.
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Leverage technology and AI-enabled tools to increase accuracy and efficiency.
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Contribute to process improvements and template standardization.
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Engage directly with developers, investors, and advisors on active transactions.
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Support portfolio management and reporting as needed.
Benefits
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Healthcare: 100% of premiums for employees and 70% for dependents.
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Dental & vision: 100% of premiums for employees and 50% for dependents.
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Holidays: 10 company holidays per year.
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Paid time off: 20 days per year.
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401k: Support for a 401k account without a matching program.
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Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.
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Compensation: $200,000s - $300,000s, depending on experience and revenue scope.
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Stock options in a rapidly growing company.