Associate, Investment Management

Crux

4d • $150,000 - $200,000 • Remote

About The Position

The Associate, Investment Management will be a core member of Crux's Investments team, reporting to the Senior Principal. This is a hands-on execution role for a financially rigorous analyst with foundational knowledge of tax equity investments and a strong desire to grow within structured renewable energy finance. The Associate will support the building and maintenance of tax equity models, assist in preparing investment analyses for internal and external stakeholders, and contribute to transaction execution across the deal lifecycle.

This position is ideal for candidates with at least 2 years of relevant experience in structured finance, renewable energy, or infrastructure investing who are looking to deepen their expertise in tax equity structures in a fast-moving, technology-forward environment.

Requirements

• 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.

Nice To Haves

• MBA or MS a plus.
• Some exposure to tax equity concepts preferred but not required.
• VBA or Python skills a plus.
• Exposure to IRS requirements, safe harbor tests, or recapture provisions a plus but not required.

Responsibilities

• 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.

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.
• Total cash compensation: $150,000s-$200,000s, depending on years of exp. & revenue scope, not inclusive of equity value.
• Opportunity to exceed bonus targets based on team and individual performance.
• Stock options in a rapidly growing company.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level