Job Description
- Job Description:
- Lead transaction execution for tax equity and preferred equity investments, including negotiations with sponsors, investors, and external advisors.
- Prepare and present investment opportunities to Investment Committee, highlighting economics, structural terms, risks, and mitigants.
- Oversee and review financial models developed by team members; provide guidance on assumptions, sensitivities, and risk cases.
- Collaborate with Legal, Tax, and Risk teams to resolve key issues and ensure compliance with IRS rules, safe harbor tests, and recapture protections.
- Adept at managing client relationships on both sides of the market — developers/sponsors and investors — ensuring clear communication and smooth execution.
- Support business development by identifying opportunities to scale programmatic relationships with high-quality sponsors and investors.
- Mentor and guide junior team members, providing training on modeling, execution, and best practices.
- Use technology and AI-enabled tools to streamline diligence, negotiations, and investment committee preparation.
- Requirements:
- Bachelor’s degree in Finance, Economics, Engineering, or related field; MBA, JD, or advanced degree a plus.
- Minimum of 6–8 years of experience in renewable energy, structured finance, or infrastructure investing, with direct experience leading tax equity transactions.
- Demonstrated ability to negotiate transaction documents (partnership flips, T-flips, preferred equity structures; sale-leaseback a plus).
- Strong financial modeling skills and ability to review/analyze complex partnership models.
- Deep understanding of IRS requirements, safe harbor rules, allocation methodologies, and recapture provisions.
- Excellent communication, negotiation, and relationship management skills.
- Proven ability to manage multiple transactions simultaneously in a fast-paced environment.
- Strong capabilities or desire to rapidly advance leveraging technology and AI to enhance investment execution and portfolio management.
- 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 (nationwide) and Kaiser (WA and California) and subsidize 70% for dependents (total as a group), if relevant.
- Dental & vision: We cover 100% of premiums for employees and 50% for dependents (each), if relevant.
- 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 (typical for an early-stage startup).
- Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.
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