Senior Manager, Investment Management

Crux

6d • $200,000 - $300,000 • Remote

About The Position

The Senior Manager, 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 an experienced financial modeler with a working knowledge of tax equity investments. The Senior Manager will be responsible for building, maintaining, and stress-testing tax equity models, preparing investment analyses for internal and external stakeholders, and supporting transaction execution.
This position is ideal for candidates with at least 4 years of relevant experience in structured finance or renewable energy, particularly those who have developed partnership flip and T-flip tax equity models. Candidates should be comfortable working across teams, adopting new tools and AI-enabled workflows, and engaging directly with clients when required.

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, with direct tax equity modeling experience required.
• Advanced Excel skills, including the ability to build complex partnership models from scratch; VBA or Python skills a plus.
• Strong understanding of tax equity structures (partnership flip, T-flip; sale-leaseback optional).
• Familiarity with IRS requirements, safe harbor tests, and recapture provisions preferred.
• Excellent analytical, organizational, and communication skills, with proven ability to work in a fast-paced environment.
• 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.

Responsibilities

• Build, maintain, and audit complex financial models for tax equity transactions, with a focus on partnership flip and T-flip structures (experience with other parts of the capital stack a plus).
• Support the preparation of investment materials for Investment Committee, including transaction economics, sensitivities, and risk analyses.
• Collaborate with Principals and the Senior Principal on transaction structuring, execution, and negotiations.
• Analyze sponsor financials, project contracts, and diligence materials to 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.
• Participate in limited external interactions with developers, investors, and advisors under guidance from senior team members.
• Support 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.
• Stock options in a rapidly growing company.

What This Job Offers

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