Principal, Tax Investor Coverage - Underwriter

About the Role / Overview

This role involves leading the early review of potential renewable tax credit transactions and overseeing the production of diligence memorandums for clean energy tax credits.

Responsibilities / What You'll Do

• Lead the early review of potential renewable tax credit transactions, assess completeness of the underwriting package.
• Oversee the production of and evaluate diligence memorandums for clean energy tax credits to ensure compliance with regulations.
• Analyze financial, technical and legal documents and project feasibility to determine credit eligibility.
• Build net new relationships for Crux through conferences, networking, outreach, and inbound opportunities.

This role accelerates investment in clean energy and manufacturing projects by streamlining tax credit transactions, unlocking faster decision making and lower cost of capital for developers.

• 8-12+ years of experience in financial services, renewable energy, or comparable experience.
• Renewable energy project finance, banking or Big 4 background preferred.
• Strong understanding of the Inflation Reduction Act, related IRS tax codes, renewable energy industry, underwriting, and risk management.
• FINRA SIE, Series 79 and 63 required or willingness to obtain under Crux's broker-dealer sponsorship.

• Healthcare: 100% of premiums for employees, 70% subsidized for dependents.
• Dental & vision: 100% of premiums for employees, 50% for dependents.
• Paid time off: 20 days per year plus 10 company holidays.
• Parental leave: 16 weeks for birthing parents, 12 weeks for non-birthing parents.
• Total cash compensation: $300,000s - $500,000s, not inclusive of equity value.
• Stock options in a rapidly growing company.
• Remote-first operating model with optional offices and co-working opportunities.

Crux is the capital markets platform changing the way clean energy and manufacturing projects are financed in the U.S. by connecting counterparties, providing market intelligence, and streamlining transactions.