Principal, Investments

What you'll do

• Lead execution of tax equity and preferred equity investments, including hybrids thereof, from term sheet through close, with senior support on the most complex points.

• Identify, help structure around, price, and document transaction risk.

• Build and review partnership and hybrid models, and develop a strong point of view on assumptions, sensitivities, and risk cases.

• Prepare opportunities for the Investment Committee (IC), for both screening and final investment decisioning, and present with support.

• Co-lead negotiations with sponsors and capital partners.

• Work with Legal, Tax, and Risk on key issues and IRS compliance.

• Contribute to the team's institutional infrastructure — investment principles, underwriting parameters, and IC process.

• Mentor junior team members and use technology and AI to work more efficiently.

What makes this opportunity distinctive

• Lead execution on a team that pairs clean energy finance expertise with a genuinely AI-forward toolset.

• Broad exposure across tax equity and preferred equity structures and top-tier sponsors and capital partners.

• High ownership and high growth, with a remote-first, mission-driven culture and competitive compensation.

What you bring

• Bachelor's degree in Finance, Accounting, Economics, Environmental Studies or a related field; MBA or advanced degree a plus.

• 8+ years in renewable energy, structured finance, or infrastructure investing, with direct experience on tax equity transactions; exposure to hybrids thereof and/or preferred equity a strong plus.

• Working command of partnership structures and tax and capital account basis issues (DROs, basis, allocations, safe harbor, recapture).

• Breadth across core technologies (solar, wind, storage); exposure to emerging categories. Strong risk judgment — identifying, structuring around, pricing, and documenting risk.

• Ability to negotiate transaction documents (partnership flips, T-flips, preferred equity; sale-leaseback a plus).

• Strong modeling skills across partnership and hybrid structures.

• Tenacity, persistence, and ownership, with genuine energy for the work and the mission.

• Excellent communication, negotiation, and relationship management skills.

• Proven ability to manage multiple transactions simultaneously in a fast-paced environment.

• Strong capabilities in — or a clear desire to rapidly advance — technology and AI.

• Prior experience at a bank (particularly in project finance, structured products, or a leveraged finance group) or developer/sponsor is a strong plus.

• Willingness to travel up to 25% of the time.

• FINRA SIE, Series 79, and 63, or willingness to obtain them under Crux's broker-dealer sponsorship.