Senior Manager, Portfolio Management

• Help design and scale Crux's portfolio management framework for tax equity and preferred equity investments.
• Monitor portfolio performance against underwriting across financial, tax, and operational metrics; identify and escalate risks and variances.
• Build and enhance portfolio monitoring, reporting, and workflow systems using technology and AI-enabled tools.
• Support the development of best practices and playbooks for portfolio management activities to ensure consistency and efficiency as the portfolio scales.

This role accelerates investment in clean energy and manufacturing projects by building scalable portfolio management infrastructure, unlocking faster decision making and lower cost of capital for renewable energy development.

• 5+ years of experience in renewable energy finance, asset management, or structured finance, with direct exposure to tax equity and/or preferred equity.
• Strong knowledge of partnership flip and preferred equity structures, funding mechanics, and tax compliance.
• Proficiency with data analysis tools (Excel, SQL, Python, or similar) and comfort working with portfolio management systems, databases, and business intelligence platforms.
• FINRA license(s) Series 79 and 63 required or willingness to obtain within 90 days under Crux's broker-dealer sponsorship.

• Healthcare: 100% of premiums covered for employees, 70% subsidized for dependents
• Dental & vision: 100% of premiums covered 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
• Compensation: Total cash compensation: $200,000s-$300,000s, stock options, opportunity to exceed bonus targets
• Remote-first: Work from anywhere in the US and Canada, optional offices in DC and NYC
• 401k: Account supported (no matching at this time)

Crux is the capital markets platform changing the way clean energy and manufacturing projects are financed in the U.S., helping developers and manufacturers unlock financing through all stages of project development and operation.