Senior Manager, Structuring (Tax/Preferred Equity)

The role

The Senior Manager, Tax/Preferred Equity will lead screening, underwriting, and transaction execution for tax and preferred equity structures. This role involves building complex financial models and preparing investment analyses for renewable energy and energy transition infrastructure.

What you will do

• Build, maintain, and audit complex financial models for tax/hybrid and preferred equity transactions.
• Lead the screening and underwriting of new opportunities.
• Lead the preparation of investment materials for Investment Committee.
• Collaborate with senior members on transaction structuring, execution, and negotiations.
• Analyze sponsor financials, project contracts, and diligence materials.
• Coordinate diligence across commercial, technical, legal, tax, and insurance workstreams.
• Leverage technology and AI-enabled tools for modeling, diligence, and reporting.
• Contribute to process improvements and template standardization.
• Engage directly with developers, investors, and advisors on active transactions.
• Review the work of and help develop Associates on the Structuring team.

Required qualifications

• Bachelor’s degree in Finance, Economics, Engineering, or a related field
• Minimum 4+ years of experience in renewable energy, structured finance, infrastructure investing, investment banking, or a closely related field
• Direct tax equity and/or preferred equity structuring and modeling experience
• Advanced Excel skills, including the ability to build complex partnership models from scratch
• Strong understanding of tax equity and preferred equity structures (partnership flip, hybrid, preferred equity; sale-leaseback optional)
• Experience leading transaction workstreams, preparing transaction materials, and coordinating due diligence
• Experience in a transaction-focused environment with direct client interaction responsibility
• Excellent analytical, organizational, and communication skills
• Comfortable adopting new technology platforms and integrating AI tools into daily workflows
• 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
• Familiarity with IRS requirements, safe harbor tests, and recapture provisions
• Experience with other parts of the capital stack

Benefits

• Healthcare: 100% premiums for employees and 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: 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 company has raised $77 million in capital from top investors.