Senior Manager, Strategic Bank Capital

The role

This person will build and manage relationships with bank capital providers to support coverage, pipeline development, and capital formation. They will work across debt, preferred equity, tax equity, and structured products to expand bank participation on the platform.

What you will do

• Support coverage of bank counterparties including investor desks, treasury, and principal investing groups.
• Partner with the Head of Strategic Bank Capital to execute coverage strategy and advance capital initiatives.
• Develop understanding of bank mandates and translate them into actionable opportunities.
• Maintain the bank coverage model and target list.
• Serve as a day-to-day contact for assigned bank relationships.
• Prepare for bank meetings including research, briefing materials, and follow-ups.
• Own the accuracy of the bank pipeline in the CRM and produce forecasting updates.
• Coordinate with Investments, Debt Capital Markets, Tax Credit Markets, and Structuring & Pricing.
• Draft bank-facing materials such as tailored decks and investor updates.
• Represent Crux at bank capital conferences and industry events.

Required qualifications

• Bachelor's degree in Finance, Economics, Engineering, Accounting, Business, or a related field
• 5+ years of experience in capital markets, bank coverage, capital formation, project finance, structured finance, or related disciplines
• Experience at a commercial or investment bank, advisory or placement firm, or an institutional investor covering banks
• Experience supporting capital raising or managing relationships with bank counterparties or institutional investors
• Exposure to one or more of: tax equity, transferable tax credits, preferred equity, construction or term debt, warehouse or forward-flow facilities, or structured products
• Working fluency in risk, structure, and return drivers
• Highly organized with a disciplined approach to pipeline management, forecasting, and CRM hygiene
• Clear, concise written and verbal communication
• Comfort working independently in a fast-moving, high-growth environment
• FINRA SIE, Series 7, and Series 63 required or willingness to obtain under Crux's broker-dealer sponsorship

Nice to have

• MBA, CFA, or other advanced degree
• Existing relationships with bank investor desks, treasury, or principal investing groups
• Interest in leveraging technology, AI, and data to modernize bank capital formation
• Familiarity with U.S. Broker-Dealer and Registered Investment Adviser regulatory frameworks

Benefits

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

About the company

Crux is the capital platform for the clean economy, modernizing capital raising and deployment for clean energy and critical infrastructure. The company has raised $77 million in capital from various venture and strategic investors.