Associate, Investment Management

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide assistance in the development, maintenance, and auditing of financial models for tax equity transactions, gaining experience with partnership flip and T-flip structures.

• Aid in the creation of investment materials for the Investment Committee, encompassing transaction economics, sensitivities, and risk assessments.

• Collaborate closely with Senior Managers, Principals, and the Senior Principal on structuring transactions, executing deals, and coordinating activities.

• Evaluate sponsor financial statements, project agreements, and due diligence materials to identify potential risks and value drivers.

• Utilize technology and AI-driven tools to enhance accuracy and efficiency in modeling, due diligence, and reporting tasks.

• Participate in process enhancements and standardization of templates across the Investments team.

• Support limited external communications with developers, investors, and advisors under the supervision of senior team members.

• Assist with portfolio management and reporting as required, including tracking project performance against underwriting metrics.

⛳️ Requirements

• A Bachelor’s degree in Finance, Economics, Engineering, or a related discipline; an MBA or MS is a plus.

• A minimum of 2 years of experience in renewable energy, structured finance, infrastructure investing, or a closely related area; some familiarity with tax equity concepts is preferred but not mandatory.

• Proficient in Excel, with the ability to build and navigate complex financial models; knowledge of VBA or Python is advantageous.

• Basic understanding of tax equity structures (such as partnership flip and T-flip) or a strong willingness to quickly learn this knowledge.

• Previous exposure to IRS requirements, safe harbor tests, or recapture provisions is a plus but not essential.

• Excellent analytical, organizational, and communication skills, with the capability to manage multiple workflows in a dynamic environment.

• Comfortable with adopting new technology platforms and integrating AI tools into daily tasks.

• FINRA SIE, Series 79, and 63 certifications, or a willingness to obtain them under Crux’s broker-dealer sponsorship.

🏝️ Benefits

• We fully cover 100% of premiums for employees with a selection of plans available through Aetna (nationwide) and Kaiser (WA and California), and subsidize 70% for dependents (total as a group), if applicable.

• We cover 100% of premiums for employees and 50% for dependents (each), if applicable.

• Enjoy 10 company holidays annually.

• Receive 20 days of paid time off each year.

• We offer a 401k account but currently do not have a matching program in place (common for early-stage startups).

• Benefit from 16 weeks of leave for birthing parents and 12 weeks for non-birthing parents.