Efficient finance for the energy transition.
Associate, Investment Management
Location
United States
Posted
5 days ago
Salary
$150K - $200K / year
Seniority
Mid Level
Job Description
Associate, Investment Management
Crux
• Support the building, maintenance, and auditing of financial models for tax equity transactions, with exposure to partnership flip and T-flip structures. • Assist in the preparation of investment materials for Investment Committee, including transaction economics, sensitivities, and risk analyses. • Work 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 help identify risks and value drivers. • Leverage technology and AI-enabled tools to increase 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 as needed, including monitoring project performance against underwriting.
Job 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.
Benefits
- We cover 100% of premiums for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California) and subsidize 70% for dependents (total as a group), if relevant.
- We cover 100% of premiums for employees and 50% for dependents (each), if relevant.
- 10 company holidays per year.
- 20 days per year.
- We support a 401k account but don't have a matching program set up at this time (typical for an early-stage startup).
- 16 weeks for birthing parents and 12 weeks for non-birthing parents.
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