Application Guide
How to Apply for Managing Director, Tax Investor Coverage
at Crux Climate
🏢 About Crux Climate
Crux Climate is uniquely positioned at the intersection of climate action and finance, specializing in streamlining tax credit transactions to accelerate clean energy projects. Unlike traditional financial firms, they focus specifically on creating efficient, interconnected markets for sustainable finance, making them a pioneer in a rapidly growing sector. Working here offers the opportunity to directly contribute to scaling clean energy infrastructure while operating in an innovative, mission-driven environment.
About This Role
As Managing Director of Tax Investor Coverage, you'll be responsible for building and owning relationships with tax and finance leaders at Fortune 250 companies to drive tax credit transactions. This role is impactful because you'll directly enable corporations to invest in clean energy projects through tax credit purchases, accelerating Crux's mission while generating significant revenue. You'll serve as both a relationship builder and technical expert, guiding clients through complex transactions from strategy to execution.
💡 A Day in the Life
A typical day might involve conducting outreach to tax leaders at target Fortune 250 companies, preparing for and participating in client meetings to discuss tax credit strategies, and collaborating internally with Crux's transaction team to structure deals. You'd also spend time researching market developments, preparing for speaking engagements at industry conferences, and developing materials to educate potential clients about tax credit opportunities.
🚀 Application Tools
🎯 Who Crux Climate Is Looking For
- Has 14+ years of deep experience specifically in tax credit transactions, tax-advantaged investing, or related fields with demonstrated expertise in technical tax matters
- Proven ability to build relationships from scratch with corporate tax and finance teams at Fortune 250 companies, with a verifiable track record of closing complex transactions
- Comfortable with proactive business development including cold outreach, conference networking, and public speaking about technical tax topics
- Either holds FINRA SIE, Series 79 and 63 licenses or is willing to obtain them quickly under Crux's sponsorship
📝 Tips for Applying to Crux Climate
Quantify your experience with tax credit transactions specifically - mention dollar volumes, number of deals, or types of credits (ITC, PTC, etc.) you've worked with
Highlight any experience with clean energy or sustainability-focused finance, even if tangential, to show alignment with Crux's mission
Demonstrate your ability to build relationships from scratch by describing specific examples of how you developed Fortune 250 client relationships without existing connections
Address your FINRA licensing status clearly - either confirm you have the required licenses or express willingness to obtain them under sponsorship
Show familiarity with Crux's specific approach by mentioning their focus on streamlining and interconnecting tax credit markets rather than just general sustainable finance
✉️ What to Emphasize in Your Cover Letter
['Your specific experience with tax credit transactions and technical tax expertise relevant to clean energy projects', 'Demonstrated success in building Fortune 250 client relationships from the ground up, with concrete examples', "Alignment with Crux's mission to accelerate clean energy through efficient tax credit markets", 'Your approach to business development through conferences, networking, and cold outreach in the tax/finance space']
Generate Cover Letter →🔍 Research Before Applying
To stand out, make sure you've researched:
- → Crux's specific transaction platform and how they differentiate from traditional tax equity investors or brokers
- → Recent clean energy tax credit market trends, especially changes from the Inflation Reduction Act
- → Crux's leadership team backgrounds and their previous work in climate finance
- → The company's partnerships and any public transactions they've facilitated
💬 Prepare for These Interview Topics
Based on this role, you may be asked about:
⚠️ Common Mistakes to Avoid
- Focusing only on general relationship management experience without specific tax credit or technical tax expertise
- Presenting as primarily an execution-focused professional rather than a business developer who can build relationships from scratch
- Not addressing the FINRA licensing requirements or showing reluctance about obtaining licenses if needed
📅 Application Timeline
This position is open until filled. However, we recommend applying as soon as possible as roles at mission-driven organizations tend to fill quickly.
Typical hiring timeline:
Application Review
1-2 weeks
Initial Screening
Phone call or written assessment
Interviews
1-2 rounds, usually virtual
Offer
Congratulations!