Senior Principal, Investments
Leads complex tax equity and preferred equity investments for clean energy and infrastructure projects, from structuring through closing. The role requires 10–12+ years of relevant investing or structured-finance experience, deep partnership-tax expertise, strong modeling and negotiation skills, and the ability to guide teams and Investment Committee decisions.
About the job
Responsibilities
- Lead execution of tax equity and preferred equity investments, including hybrid transactions, from term sheet through close.
- Identify, structure, price, document, and manage transaction risk.
- Serve as the technical authority on partnership structures, tax issues, and capital account basis matters, including DROs, basis, allocations, safe harbor, and recapture.
- Prepare and present opportunities to the Investment Committee for screening and final investment decisions.
- Lead negotiations with sponsors and capital partners.
- Review and pressure-test complex partnership and hybrid models, partnering with Legal, Tax, and Risk on key issues and IRS compliance.
- Help build institutional infrastructure for capital-partner underwriting of Crux as a GP.
- Mentor team members and promote AI-enabled workflows across the deal lifecycle.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Environmental Studies, or a related field; MBA or advanced degree preferred.
- 10–12+ years of experience in renewable energy, structured finance, or infrastructure investing.
- Direct experience leading tax equity transactions, including hybrid structures.
- Expertise in partnership structures and tax and capital account basis issues.
- Experience across solar, wind, and storage technologies; emerging-category exposure is beneficial.
- Strong risk judgment, modeling, negotiation, communication, and relationship-management skills.
- Ability to lead Investment Committee discussions, guide a team, and resolve complex issues independently.
- Strong technology and AI capabilities, or a demonstrated ability to adopt them quickly.
- FINRA SIE, Series 79, and Series 63 licenses, or willingness to obtain them under broker-dealer sponsorship.
- Willingness to travel up to 25% of the time.
Nice-to-haves
- Experience with partnership flips, T-flips, preferred equity, and sale-leaseback transactions.
- Prior experience at a bank, particularly in project finance, structured products, or leveraged finance, or at a developer or sponsor.
- MBA or another advanced degree.
Compensation & Benefits
- Compensation in the $300,000s to $500,000s+ depending on experience and revenue scope, excluding equity value.
- Stock options.
- Company-paid employee healthcare premiums; dependent subsidies available.
- Company-paid employee dental and vision premiums; dependent coverage subsidies available.
- 10 company holidays and 20 days of paid time off per year.
- 401(k) support.
- 16 weeks of parental leave for birthing parents and 12 weeks for non-birthing parents.
- Remote-first work model for employees in the US and Canada, with optional offices and coworking opportunities.
Skills
Tax Equity, Preferred Equity, Partnership Structures, Capital Accounts, Project Finance, Structured Finance, Infrastructure Investing, Financial Modeling, Solar, Wind, Energy Storage, Risk Management, Investment Committee, Irs Compliance, Artificial Intelligence
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