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 implementing Crux's bank coverage strategy and promote key capital initiatives.

• Cultivate an understanding of bank mandates, appetites, and return thresholds, translating these into actionable opportunities.

• Sustain the bank coverage model and maintain an updated target list.

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

• Prepare research, briefing materials, and follow-up communications for meetings with banks.

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

• Facilitate relationship continuity from origination through execution and subsequent deployments.

• 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 trends in bank appetite, pricing, and capacity, and relay market feedback.

• Partner with Industry Coverage and Corporate Investor Coverage on account assignments.

• Represent Crux at bank capital conferences and industry events.

• Assist in organizing events hosted by Crux.

• Identify potential bank relationships and new capital channels.

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

⛳️ Requirements

• A 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 similar areas.

• Experience preferably in the renewable energy or infrastructure sectors.

• Background at a commercial or investment bank, advisory or placement firm, or as an institutional investor covering 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.

• Working knowledge of risk, structure, and return drivers.

• Strong skills in pipeline management, forecasting, and maintaining CRM hygiene.

• Ability to communicate clearly and concisely in both written and verbal formats.

• Capacity to work independently in a fast-paced, high-growth environment.

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

• 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 licenses required, or a willingness to obtain them under Crux's broker-dealer sponsorship.

🏝️ Benefits

• Remote-first operating model: work from any location within the US and Canada.

• Optional office spaces available in DC, NYC, and SF.

• Co-working opportunities are available.

• Regular team offsite meetings held twice a year.

• 100% coverage of employee healthcare premiums; 70% subsidy for dependents.

• 100% coverage of dental and vision premiums for employees; 50% coverage for dependents.

• 10 company holidays each year.

• 20 days of paid time off annually.

• Access to a 401k account.

• 16 weeks of parental leave for birthing parents.

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

• Stock options available.

• Opportunity to work with cutting-edge AI and technology.