VP, Industry Coverage & Advisory

Responsibilities

• Own senior client relationships and advise developers, IPPs, utilities, manufacturers, and sponsors across M&A, debt, tax equity, and transferable tax credits.
• Drive origination, structuring, and execution of M&A advisory mandates, including sell-side processes, valuation analysis, buyer and seller outreach, and deal negotiation.
• Support debt origination and advisory across construction, term, back-leverage, tax equity bridge, and other structured debt products.
• Advise clients on M&A and debt opportunities across the clean energy capital stack.
• Mentor junior team members on relationship-building and deal execution.
• Develop client-facing materials, including CIMs, teasers, buyer and lender lists, process trackers, valuation analyses, and financial models.
• Manage transaction execution workstreams, including diligence oversight, process management, and coordination with legal, financial, and technical advisors.
• Drive client onboarding and engagement with software and Intelligence platforms.
• Share customer feedback with Product, Operations, and software teams.
• Contribute thought leadership on M&A and debt market trends and represent Crux at industry events.
• Help grow the M&A advisory and debt franchises, expand the buyer, investor, and lender network, and support new business development.
• Educate buyers, investors, and lenders on risk and proactively resolve transaction issues.

Requirements

• 7+ years of experience in power and utilities, renewables, clean energy finance, infrastructure M&A, debt capital markets, project finance, investment banking, or a related advisory role.
• Track record contributing to M&A transactions and/or debt financings, with strong command of deal structuring and execution.
• Deep expertise in M&A advisory or debt capital markets, with working knowledge of the other.
• Advanced financial modeling and analytical skills, including DCF, precedent transactions, comparable companies, cash flow modeling, credit metrics, and covenant analysis.
• Experience preparing CIMs, teasers, lender presentations, information memoranda, and buyer or lender lists.
• Ability to manage multiple complex workstreams independently in a fast-moving environment.
• Excellent written and verbal communication, sound professional judgment, and a client-first mindset.
• Interest in clean energy, technology-enabled financial services, and building new advisory franchises.
• Willingness to travel up to 25% of the time.
• FINRA SIE, Series 79, and Series 63, or willingness to obtain them under broker-dealer sponsorship.

Benefits and Compensation

• Competitive compensation and a flexible working culture.
• Remote-first operating model with work-from-anywhere options in the US and Canada and optional offices in Washington, DC and New York City.
• Optional coworking opportunities in the Bay Area, Seattle, Denver, Boston, and Los Angeles.
• High-growth, high-ownership culture.
• Regular company-wide team offsites twice a year.