Senior Manager, Portfolio Management

About the role

The Senior Manager, Portfolio Management is a newly created role within Crux's Investments team. Reporting to the Portfolio Management Principal, this role supports all aspects of investment management post-close, including funding mechanics, performance monitoring, and ongoing sponsor and investor interactions.

Responsibilities

• Help design and scale Crux’s portfolio management framework for tax equity and preferred equity investments.
• Partner with Principals, Finance, Legal, and external counterparties on portfolio tranching, funding schedules, and post-closing execution.
• Maintain and monitor portfolio performance against underwriting across financial, tax, and operational metrics; identify and escalate risks and variances.
• Execute consent requests, amendments, and restructurings with internal and external stakeholders.
• Prepare and support investor, management, and board reporting, ensuring alignment with institutional and contractual requirements.
• Support Principals with ongoing sponsor and investor interactions post-closing.
• Ensure smooth transition from execution to portfolio management.
• Build and enhance portfolio monitoring, reporting, and workflow systems using technology and AI-enabled tools.
• Contribute to strategic discussions on portfolio optimization, including potential exits and secondary market opportunities.
• Ensure compliance with partnership agreements, regulatory requirements, and internal policies in coordination with Legal and Finance.
• Support the development of best practices and playbooks for portfolio management activities to ensure consistency and efficiency as the portfolio scales.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Environmental Studies or a related field; MBA or advanced degree a plus.
• 5+ years of experience in renewable energy finance, asset management, or structured finance, with direct exposure to tax equity and/or preferred equity.
• Background in investment banking, project finance, or structured credit at a commercial or investment bank is strongly preferred.
• Strong knowledge of partnership flip and preferred equity structures, funding mechanics, and tax compliance.
• Experience managing portfolios of complex investments, including amendments, restructurings, and consent processes.
• Hightly organized, detail-oriented, and able to manage multiple complex workstreams.
• Excellent written and verbal communication skills, including board-level reporting and sponsor/investor engagement.
• Proficiency with data analysis tools (Excel, SQL, Python, or similar) and comfort working with portfolio management systems, databases, and business intelligence platforms.
• Comfort leveraging technology and AI-enabled tools to improve monitoring, reporting, and workflows.

Qualifications

• FINRA Securities Industry Essentials (SIE) and the Series 79 required or willingness to obtain within 90 days under Crux's broker-dealer sponsorship.
• Experience with institutional investors (insurance companies, pension funds, family offices) is highly valued.
• Prior experience at a bank — particularly in project finance, structured products, or a leveraged finance group — is a strong plus.

Skills

• Technical expertise in renewable energy project finance.
• Ability to design scalable systems for portfolio oversight.
• Highly organized and detail-oriented.
• Excellent written and verbal communication skills.
• Proficiency with data analysis tools and portfolio management systems.
• Comfort leveraging technology and AI-enabled tools.

Benefits

• Healthcare: 100% of premiums for employees and 70% for dependents.
• Dental & vision: 100% of premiums 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 $200,000s to $300,000s, depending on years of experience and revenue scope, not inclusive of equity value.