Senior Principal, Investments (Tax & Preferred Equity)

About the role

Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure with solutions across advisory, investments, technology, and intelligence. Our team of 120+ experts in energy, tax, finance, government, and technology is scaling quickly to meet the urgent need for affordable and reliable electricity through new clean energy infrastructure and domestic supply chains.

We are looking for team members eager to combine deep expertise with an AI-and tech-forward mindset to lead the most complex transactions on a team that pairs clean energy finance expertise with cutting-edge tools.

Responsibilities

• Lead execution of tax equity and preferred equity investments, including hybrids, 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; resolve complex, deal-specific issues for junior colleagues.
• Prepare and present opportunities to the Investment Committee (IC) for screening and final investment decisions.
• Lead negotiations with sponsors and capital partners, including new and difficult counterparties.
• Review and pressure-test complex partnership and hybrid models; collaborate with Legal, Tax, and Risk on key issues and IRS compliance.
• Help build the institutional infrastructure that enables capital partners to underwrite Crux as a GP.
• Mentor the team and drive adoption of AI-enabled workflows across the deal lifecycle.

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.
• Expertise in 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 credible track record 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.

Why this opportunity

• Lead the most complex transactions on a team that pairs clean energy finance expertise with a genuinely AI-forward toolset.
• Shape how Crux presents itself to capital partners as an institutional-grade GP.
• High ownership and high growth, with a remote-first, mission-driven culture and competitive compensation.

About Crux

• Backing, traction & brand: Raised $77 million from top venture and strategic investors, including Andreessen Horowitz, Lowercarbon Capital, Pattern Energy, Clearway Energy, EDF Renewables, and others. $500M debt warehouse facility from Nuveen to invest in clean energy. Profitable and growing exponentially, with over 120+ transactions closed in the last two years, facilitating billions in capital for renewables.
• Culture & working dynamic: Remote-first model with optional offices in DC, NYC, and SF, plus co-working opportunities in Seattle, Denver, Boston, LA, and beyond. High-growth, high-ownership culture with a blend of financial services expertise and cutting-edge technology, including AI. Regular team offsites (2x/year) and optional team meetups.

Benefits

• Healthcare: 100% of premiums covered for employees (Aetna nationwide and Kaiser in WA/CA); 70% subsidy for dependents.
• Dental & vision: 100% of premiums covered for employees; 50% for dependents.
• Holidays: 10 company holidays per year.
• Paid time off: 20 days per year.
• 401k: Supported, though no matching program at this time.
• Parental leave: 16 weeks for birthing parents; 12 weeks for non-birthing parents.

Pay

Compensation: $300,000s - $500,000s+, depending on experience and revenue scope, not inclusive of equity value. Stock options in a rapidly growing company.

Values

• Care for each other: Support growth, work, and mission; foster a fun and collaborative environment.
• Build and improve rapidly: Move quickly with focus, prioritization, and strong execution.
• Focus unremittingly on customers: Prioritize customer and partner needs in all decisions.
• Demonstrate ownership: Act as owners of Crux—our team, company, and product.
• Convene a diverse team: Build a team with a wide range of backgrounds and a culture where everyone can thrive.