Senior Manager, Portfolio Management
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Job Description
Senior Manager establishing portfolio management for renewable energy tax equity investments at Crux. Supporting investment management and building infrastructure in a fast-growing team.
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
- 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 Principal 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
- 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
- Highly 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
- FINRA license(s) Series 79 and 63 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.
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 at this time
- Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents
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