Associate, Structuring (Tax/Preferred Equity)

The role

The Associate will support the screening, underwriting, structuring, and execution of tax and preferred equity transactions. This role involves running financial models and preparing investment materials for renewable energy and energy transition infrastructure.

What you will do

• Support the screening and underwriting of new opportunities.
• Run and update financial models for tax/hybrid and preferred equity transactions.
• Assist in the preparation of investment materials for Investment Committee.
• Analyze sponsor financials, project contracts, and diligence materials.
• Leverage technology and AI-enabled tools for modeling, diligence, and reporting.
• Contribute to process improvements and template standardization.
• Support limited external interactions with developers, investors, and advisors.
• Assist with portfolio management and reporting.
• Support platform initiatives to scale tax equity workflows and develop new tech-enabled products.

Required qualifications

• 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
• Experience preparing transaction materials and conducting due diligence
• Familiarity with tax equity structures (partnership flip, T-flip, hybrid, preferred equity)
• Strong analytical, organizational, and communication skills
• Comfortable adopting new technology platforms and integrating AI tools
• FINRA SIE, Series 79, and 63, or willingness to obtain them under Crux’s broker-dealer sponsorship

Nice to have

• MBA or MS
• VBA or Python skills
• Exposure to IRS requirements, safe harbor tests, or recapture provisions
• Experience in a transaction-focused environment with client interaction responsibility

Benefits

• 100% healthcare premiums for employees
• 80% subsidized healthcare premiums for dependents
• 100% dental and vision premiums for employees
• 80% dental and vision premiums for dependents
• Family forming & fertility support
• 16 weeks parental leave for birthing parents
• 12 weeks parental leave for non-birthing parents
• 10 company holidays per year
• 20 days paid time off per year
• 401k with account fees supported by Crux
• Stock options

About the company

Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. The team includes experts in energy, tax, finance, policy, and tech.