Associate, Investment Management

About the role

The Associate, Investment Management plays a crucial role in Crux's Investments team, supporting the building and maintenance of financial models for tax equity transactions. This is a hands-on, execution-focused role for an analyst with a strong interest in growing within structured renewable energy finance.

Responsibilities

• Support the building, maintenance, and auditing of financial models for tax equity transactions, including partnership flip and T-flip structures.
• Aid in the preparation of investment materials for the Investment Committee, focusing on transaction economics, sensitivities, and risk analyses.
• Collaborate 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 identify risks and value drivers.
• Leverage technology and AI-enabled tools to enhance 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, including monitoring project performance against underwriting.

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.

Qualifications

• Minimum 2 years of experience in renewable energy, structured finance, infrastructure investing, or a closely related field.
• 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.

Skills

• Strong Excel skills, including building and navigating complex financial models.
• VBA or Python skills for enhanced modeling and analysis.
• Basic understanding of tax equity structures (partnership flip, T-flip).
• Ability to leverage technology and AI tools for increased efficiency and accuracy.
• Strong analytical and organizational skills.
• Comfortable with remote work and a flexible schedule.

Benefits

• Healthcare coverage (100% of premiums for employees and 70% for dependents).
• Dental and vision coverage (100% of premiums for employees and 50% for dependents).
• 10 company holidays per year.
• 20 days of paid time off per year.
• 401k plan with employer subsidy.
• Parental leave (16 weeks for birthing parents and 12 weeks for non-birthing parents).
• Compensation range: $150,000s-$200,000s, depending on years of experience and revenue scope.
• Opportunity to exceed bonus targets based on team and individual performance.
• Stock options in a rapidly growing company.