Senior Principal, Investments (Tax & Preferred Equity)

Crux

7d • $300,000 - $500,000 • Remote

About The Position

Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure through advisory, investments, technology, and intelligence. The company is experiencing rapid growth and is seeking team members who combine deep expertise with an AI-and tech-forward mindset. This role is an opportunity to lead complex transactions within a team that leverages clean energy finance expertise with an AI-forward toolset, shaping how Crux presents itself as an institutional-grade GP. It offers high ownership, high growth, a remote-first, mission-driven culture, and competitive compensation.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Environmental Studies or a related field; MBA or advanced degree a plus.
• 10-12+ years in renewable energy, structured finance, or infrastructure investing, with direct experience leading tax equity transactions, including hybrids thereof.
• Command of partnership structures and tax and capital account basis issues (DROs, basis, allocations, safe harbor, recapture).
• Breadth across core technologies (solar, wind, storage); exposure to emerging categories.
• Excellent risk judgment — identifying, structuring around, pricing, and documenting risk.
• Ability to lead and negotiate transaction documents (partnership flips, T-flips, preferred equity; sale-leaseback a plus).
• Strong modeling skills and the ability to review and pressure-test complex partnership and hybrid models.
• Tenacity, persistence, and ownership, with genuine energy for the work and the mission.
• Ability to be the senior person in the room — leading IC discussions, guiding a team, and resolving hard questions independently.
• Excellent communication, negotiation, and relationship management skills.
• A track record credible enough to stand up in capital-partner diligence on Crux as a GP.
• Strong capabilities in — or a fast track record of adopting — technology and AI.
• Prior experience at a bank (particularly in project finance, structured products, or a leveraged finance group) or developer/sponsor is a strong plus.
• Willingness to travel up to 25% of the time.
• FINRA SIE, Series 79, and 63, or willingness to obtain them under Crux's broker-dealer sponsorship.

Nice To Haves

• MBA or advanced degree
• Sale-leaseback experience
• Prior experience at a bank (particularly in project finance, structured products, or a leveraged finance group) or developer/sponsor
• Willingness to obtain FINRA SIE, Series 79, and 63 licenses

Responsibilities

• Lead execution of tax equity and preferred equity investments, including hybrids thereof, from term sheet through close.
• Identify, structure around, price, and document transaction risk to a high standard.
• Serve as the team's technical authority on partnership structures and tax and capital account basis issues, and help more junior colleagues resolve the difficult, deal-specific issues on their transactions before they escalate.
• Prepare and present opportunities to the Investment Committee (IC), both for screening and for final investment decisioning.
• Lead negotiations with sponsors and capital partners, including new and difficult counterparties.
• Review and pressure-test complex partnership and hybrid models, and partner with Legal, Tax, and Risk on key issues and IRS compliance.
• Help build the institutional infrastructure that lets capital partners underwrite Crux as a GP.
• Mentor the team and push adoption of AI-enabled workflows across the deal lifecycle.

Benefits

• Healthcare: 100% of premiums covered for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California) and 70% subsidized for dependents (total as a group).
• Dental & vision: 100% of premiums covered for employees and 50% for dependents (each).
• 10 company holidays per year.
• 20 days of paid time off per year.
• 16 weeks parental leave 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