Associate, Structuring – Tax/Preferred Equity

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Assist in the screening and underwriting of new investment opportunities.

• Perform initial assessments and pre-pricing evaluations.

• Update and run financial models for tax/hybrid and preferred equity transactions.

• Create investment documentation for the Investment Committee, including transaction economics, sensitivity analyses, and risk assessments.

• Collaborate with senior Structuring team members to manage transactions from initiation to closure.

• Review sponsor financials, project agreements, and due diligence materials.

• Identify risks associated with transactions and key value drivers.

• Leverage technology and AI-enabled tools for modeling, diligence, and reporting tasks.

• Enhance processes and standardize models, Investment Committee memos, and term sheets.

• Provide limited external support in communications with developers, investors, and advisors.

• Assist in portfolio management and reporting, including tracking project performance against underwriting benchmarks.

• Contribute to efforts aimed at scaling tax equity workflows and developing technology-driven financing products.

⛳️ Requirements

• A Bachelor's degree in Finance, Economics, Engineering, or a related discipline.

• At least 2 years of experience in renewable energy, structured finance, infrastructure investing, investment banking, or a closely related area.

• Proven experience with tax equity, project finance, or other structured renewable energy transactions.

• Strong skills in financial modeling and structuring.

• Comprehensive understanding of core valuation and return concepts.

• Proficient in Excel with the ability to build and navigate complex financial models.

• Experience in preparing transaction documentation and conducting due diligence.

• Familiarity with tax equity structures such as partnership flip, T-flip, hybrid, and preferred equity.

• Excellent analytical, organizational, and communication abilities.

• Capacity to manage multiple workstreams in a dynamic, fast-paced environment.

• Willingness to adopt new technology platforms and incorporate AI tools into daily routines.

• FINRA SIE, Series 79, and 63 licenses, or a commitment to obtain them with Crux’s broker-dealer sponsorship.

• Proficiency in VBA or Python is advantageous.

• Knowledge of IRS requirements, safe harbor tests, or recapture provisions is a plus.

• Experience in a transaction-focused environment with client interaction responsibilities is beneficial.

• An MBA or MS degree is a plus.

🏝️ Benefits

• Remote-first operating model: Work from anywhere in the US and Canada.

• Optional office locations in DC, NYC, and SF.

• Optional co-working opportunities available.

• Regular team offsites held twice a year.

• Full coverage of employee healthcare premiums; 70% subsidy for dependents.

• Complete coverage of employee dental and vision premiums; 50% coverage for dependents.

• Ten company holidays each year.

• Twenty days of paid time off annually.

• 401k retirement plan available.

• Sixteen weeks of parental leave for birthing parents.

• Twelve weeks of parental leave for non-birthing parents.

• Stock options provided.

• Commitment to equal employment opportunities.