Senior Manager, Investment Management
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Job Description
Senior Manager for investment management at a clean economy capital markets platform, with a core focus on tax equity models and financial analyses.
Responsibilities:
- Build, maintain, and audit complex financial models for tax equity transactions.
- Support the preparation of investment materials for Investment Committee.
- Collaborate with Principals and Senior Principal on transaction structuring and execution.
- Analyze sponsor financials and project contracts to identify risks and value drivers.
- Leverage technology and AI-enabled tools for modeling and reporting.
- Contribute to process improvements across the Investments team.
- Participate in limited external interactions with developers, investors, and advisors.
- Support portfolio management and reporting as needed.
Requirements:
- Bachelor’s degree in Finance, Economics, Engineering, or a related field; MBA or MS a plus.
- Minimum of 4 years of experience in renewable energy, structured finance, or infrastructure investing.
- Direct tax equity modeling experience required.
- Advanced Excel skills; VBA or Python skills a plus.
- Strong understanding of tax equity structures (partnership flip, T-flip).
- Familiarity with IRS requirements is preferred.
- Excellent analytical, organizational, and communication skills.
- Comfortable adopting new technology platforms and integrating AI tools into daily workflows.
- FINRA SIE, Series 79 and 63 required or willingness to obtain under Crux’s broker-dealer sponsorship.
Benefits:
- Healthcare: We cover 100% of premiums for employees with a variety of plans on Aetna and Kaiser and subsidize 70% for dependents.
- Dental & vision: We cover 100% of premiums for employees and 50% for dependents.
- Holidays: 10 company holidays per year.
- Paid time off: 20 days per year.
- 401k: We support a 401k account but don't have a matching program set up.
- Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.
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