Senior Manager, Strategic Bank Capital

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

📋 Description

• Provide support for Crux's banking counterparties, which include investor desks, treasury and principal investing groups, bank-sponsored funds, as well as warehouse and forward-flow providers.

• Assist in executing the bank coverage strategy and advancing key capital initiatives.

• Comprehend bank mandates, appetites, and return thresholds, translating them into opportunities across transaction flows.

• Maintain the bank coverage model and target list.

• Act as the primary point of contact for assigned bank relationships on a daily basis.

• Prepare research, briefing documents, and follow-ups for bank meetings.

• Ensure accurate bank pipeline data is maintained in Crux's CRM and generate pipeline and forecasting updates.

• Support relationship continuity from origination through execution and subsequent deployment.

• Collaborate with Investments, Debt Capital Markets, Tax Credit Markets, and Structuring & Pricing on information requests, due diligence, and timelines.

• Create customized presentations, one-pagers, and investor updates.

• Monitor bank appetite, pricing, and capacity trends, providing market feedback.

• Work in partnership with Industry Coverage and Corporate Investor Coverage on account assignments.

• Represent Crux at bank capital conferences and industry events.

• Assist in organizing Crux-hosted events.

• Identify potential bank relationships and new capital channels.

• Contribute to the growth of the Strategic Bank Capital team.

⛳️ Requirements

• Bachelor's degree in Finance, Economics, Engineering, Accounting, Business, or a related field.

• Over 5 years of experience in capital markets, bank coverage, capital formation, project finance, structured finance, or related fields.

• Ideal experience within the renewable energy or infrastructure sectors.

• Background at a commercial or investment bank, advisory or placement firm, or institutional investor dealing with banks.

• Experience in supporting capital raising or managing relationships with bank counterparties or institutional investors.

• Familiarity with tax equity, transferable tax credits, preferred equity, construction or term debt, warehouse or forward-flow facilities, or structured products.

• Proficient understanding of risk, structure, and return drivers.

• Highly organized approach to pipeline management, forecasting, and maintaining CRM hygiene.

• Clear and concise written and verbal communication skills.

• Capability to work independently in a fast-paced, high-growth environment while collaborating with deal, product, and leadership teams.

• Interest in utilizing technology, AI, and data.

• Familiarity with U.S. Broker-Dealer and Registered Investment Adviser regulatory frameworks is a plus.

• FINRA SIE, Series 7, and Series 63 are required, or willingness to obtain them under Crux's broker-dealer sponsorship.

• Existing relationships with bank investor desks, treasury, or principal investing groups are a plus.

🏝️ Benefits

• Remote-first operating model; work from anywhere in the US and Canada.

• Optional offices available in DC, NYC, and SF.

• Co-working opportunities available if desired.

• Regular team offsites held twice a year.

• 100% coverage of employee healthcare premiums; 80% coverage for dependent premiums.

• Dental and vision premiums fully covered for employees and 80% for dependents.

• Support for family forming and fertility.

• 16 weeks of parental leave for birthing parents.

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

• 10 company holidays each year.

• 20 days of paid time off annually.

• 401(k) account fees supported by Crux.

• Stock options available.

• High-growth, high-ownership culture.

• Access to innovative AI and technology.

• Commitment to equal employment opportunities.