Associate, Structuring – Tax/Preferred Equity

Job Description:

• Support screening and underwriting of new opportunities
• Conduct initial reviews and pre-pricing screens
• Run and update financial models for tax/hybrid and preferred equity transactions
• Prepare investment materials for the Investment Committee, including transaction economics, sensitivities, and risk analyses
• Work with senior Structuring team members to drive transactions from intake to closing
• Analyze sponsor financials, project contracts, and diligence materials
• Identify transaction risks and value drivers
• Use technology and AI-enabled tools in modeling, diligence, and reporting
• Improve processes and standardize models, IC memos, and term sheets
• Support limited external interactions with developers, investors, and advisors
• Assist with portfolio management and reporting, including monitoring project performance against underwriting
• Support initiatives to scale tax equity workflows and develop technology-enabled financing products

Requirements:

• Bachelor's degree in Finance, Economics, Engineering, or a related field
• Minimum 2+ years of experience in renewable energy, structured finance, infrastructure investing, investment banking, or a closely related field
• Demonstrated exposure to tax equity, project finance, or other structured renewable energy transactions
• Strong financial modeling and structuring skills
• Mastery of core valuation and return concepts
• Strong Excel skills and comfort building and navigating complex financial models
• Experience preparing transaction materials and conducting due diligence
• Familiarity with tax equity structures, including partnership flip, T-flip, hybrid, and preferred equity
• Strong analytical, organizational, and communication skills
• 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
• VBA or Python skills are a plus
• Familiarity with IRS requirements, safe harbor tests, or recapture provisions is a plus
• Transaction-focused environment experience with client interaction responsibility is a plus
• MBA or MS is a plus

Benefits:

• Remote-first operating model: Work from anywhere in the US and Canada
• Optional offices in DC, NYC, and SF
• Optional co-working opportunities
• Regular team offsites two times a year
• 100% of employee healthcare premiums covered; 70% dependent subsidy
• 100% of employee dental and vision premiums covered; 50% dependent coverage
• 10 company holidays per year
• 20 days paid time off per year
• 401k account
• 16 weeks parental leave for birthing parents
• 12 weeks parental leave for non-birthing parents
• Stock options
• Equal employment opportunities