Associate, Industry Coverage

About the role

The Associate will join our Industry Coverage team, responsible for building relationships with and advising developers, IPPs, utilities, manufacturers, and sponsors on capital structure & formation across debt, tax equity, tax credits and future financial products.

Responsibilities

• Support senior colleagues in client coverage, helping with relationship-building, follow-through, and excellent day-to-day execution.
• Build relationships with working-level contacts at client organizations and develop exposure to senior stakeholders over time.
• Learn and apply Crux Market Intelligence, product knowledge, and market context to help clients understand opportunities across the clean energy capital stack.
• Support execution across Crux’s capital markets and advisory products, including debt, tax credits, tax equity, and M&A advisory mandates.
• Aid in client onboarding and ongoing engagement with Crux’s software and Intelligence platforms.
• Coordinate with internal product groups and partner teams to support active mandates and broader client needs.
• Help prepare client-facing materials, including pitch decks, market updates, buyer lists, teaser and CIM support materials, process trackers, and financial analyses (financial models).
• Support transaction execution workstreams such as diligence coordination, process management, and outreach preparation for live mandates.
• Gather and relay customer feedback to Product, Operations, and software teams to improve client workflows and Crux’s offering.
• Contribute to Market Intelligence content and participate in webinars, events, and internal knowledge-building over time.

Requirements

• 2–4+ years of experience in power and utilities, renewables, clean energy finance, infrastructure investment banking, project finance, or a closely related advisory role.
• Exposure to transactions across some mix of debt, equity, M&A, tax equity, or tax credits, with a solid understanding of how deals work even if not yet leading processes independently.
• Strong financial modeling and analytical skills, including experience with project cash flows, valuation, sensitivities, and transaction support materials.
• Experience preparing client or investor materials such as pitch books, internal memos, CIMs, teasers, and buyer or investor lists.
• Strong organizational skills and attention to detail, with the ability to manage multiple workstreams and maintain high standards in a fast-moving environment.
• Clear written and verbal communication, strong professional judgment, and a client-service mindset.
• Excitement about clean energy, technology-enabled financial services, and the opportunity to help build a new M&A advisory franchise within Crux.
• Willingness to travel up to 25% of the time.

Qualifications

• FINRA SIE, Series 79, and 63, or willingness to obtain them under Crux’s broker-dealer sponsorship.

Skills

• Strong financial modeling and analytical skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and maintain high standards in a fast-paced environment.
• Client-focused approach and the ability to build strong relationships.
• Experience with financial instruments and capital markets.

Benefits

• Healthcare: 100% of premiums covered for employees and 70% for dependents.
• Dental & vision: 100% of premiums covered for employees and 50% for dependents.
• Holidays: 10 company holidays per year.
• Paid time off: 20 days per year.
• 401k: Subsidized 401k account.
• Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.
• Compensation: Total cash compensation ranging from $150,000 to $200,000, depending on years of experience and revenue scope, not inclusive of equity value.
• Bonus potential: Opportunity to exceed bonus targets based on team and individual performance.
• Stock options: In a rapidly growing company.

Pay

$150,000 - $200,000, depending on years of experience and revenue scope, not inclusive of equity value.

Schedule

Remote-first operating model with occasional in-person meetings and team offsites.