Senior Principal, Investments (Tax & Preferred Equity) - Crux

We’re financing the future of energy

Crux is the capital platform for the clean economy. We modernize capital raising and deployment for clean energy and critical infrastructure with solutions across advisory, investments, technology, and intelligence.

The Opportunity

Crux's Investments team manages the full lifecycle of the firm's tax equity and preferred equity activity, including hybrids thereof — origination, execution, and long-term portfolio stewardship. The Senior Principal, Investments leads transaction execution day-to-day, works closely with senior colleagues on the most complex structures, and grows into leading negotiations and IC discussions independently.

What you'll do

• Lead execution of tax equity and preferred equity investments, including hybrids thereof, from term sheet through close.
• Identify, structure around, price, and document transaction risk to a high standard.
• Serve as the team's technical authority on partnership structures and tax and capital account basis issues.
• Prepare and present opportunities to the Investment Committee (IC).
• Lead negotiations with sponsors and capital partners.
• Review and pressure-test complex partnership and hybrid models.
• Help build the institutional infrastructure that lets capital partners underwrite Crux as a GP.
• Mentor the team and push adoption of AI-enabled workflows.

What you bring

• 10-12+ years in renewable energy, structured finance, or infrastructure investing.
• Direct experience leading tax equity transactions, including hybrids.
• Command of partnership structures and tax/capital account basis issues (DROs, basis, allocations, safe harbor, recapture).
• Strong modeling skills and ability to pressure-test complex models.
• Ability to lead and negotiate transaction documents (partnership flips, T-flips, preferred equity).
• Excellent risk judgment and communication skills.
• Willingness to travel up to 25% of the time.
• FINRA SIE, Series 79, and 63 (or willingness to obtain).

Why join us

• Backing & Traction: $77M raised from top-tier investors; $500M debt warehouse; 120+ transactions closed in 2 years.
• Remote-First: Work from anywhere in the US/Canada or our hubs in DC, NYC, and SF.
• Culture: High-growth, mission-driven environment with regular team offsites.
• Compensation: Competitive base salary plus stock options.