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Associate, Industry Coverage

Supports senior team members in client coverage for clean energy developers, utilities, and sponsors, focusing on capital structure advisory across debt, tax equity, and M&A. Builds relationships, prepares financial models and pitch materials, and assists in transaction execution. Requires 2-4+ years in energy finance or investment banking.

150k – 200kUnited StatesAccount ExecutiveRemote2+ YOE

About the role

What You'll Do

  • Support senior colleague client coverage, helping with relationship-building, follow-through, and excellent day-to-day execution.
  • Build relationships with working-level contacts at client organizations and develop exposure to senior stakeholders over time.
  • Learn and apply Crux Market Intelligence, product knowledge, and market context to help clients understand opportunities across the clean energy capital stack.
  • Support execution across Crux’s capital markets and advisory products, including debt, tax credits, tax equity, and M&A advisory mandates.
  • Assist with client onboarding and ongoing engagement with Crux’s software and Intelligence platforms.
  • Coordinate with internal product groups and partner teams to support active mandates and broader client needs.
  • Help prepare client-facing materials, including pitch decks, market updates, buyer lists, teaser and CIM support materials, process trackers, and financial analyses (financial models).
  • Support transaction execution workstreams such as diligence coordination, process management, and outreach preparation for live mandates.
  • Gather and relay customer feedback to Product, Operations, and software teams to improve client workflows and Crux’s offering.
  • Contribute to Market Intelligence content and participate in webinars, events, and internal knowledge-building over time.

What You Bring

  • 2–4+ years of experience in power and utilities, renewables, clean energy finance, infrastructure investment banking, project finance, or a closely related advisory role.
  • Exposure to transactions across some mix of debt, equity, M&A, tax equity, or tax credits, with a solid understanding of how deals work even if not yet leading processes independently.
  • Strong financial modeling and analytical skills, including experience with project cash flows, valuation, sensitivities, and transaction support materials.
  • Experience preparing client or investor materials such as pitch books, internal memos, CIMs, teasers, and buyer or investor lists.
  • Strong organizational skills and attention to detail, with the ability to manage multiple workstreams and maintain high standards in a fast-moving environment.
  • Clear written and verbal communication, strong professional judgment, and a client-service mindset.
  • Excitement about clean energy, technology-enabled financial services, and the opportunity to help build a new M&A advisory franchise within Crux.
  • 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.

Compensation

Total cash compensation: $150,000 - $200,000+, depending on years of exp. & revenue scope, not inclusive of equity value. Opportunity to exceed bonus targets based on team and individual performance. Stock options.

Skills

Financial ModelingPitch DecksCimsFinancial AnalysisProject FinanceTax EquityDebt FinancingM&A AdvisoryMarket IntelligenceExcel

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