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CruxCruxUnited States

Senior Manager, Portfolio Management

Senior Manager on the Investments team responsible for building and scaling portfolio management capabilities for renewable energy tax equity investments. Requires 5+ years in renewable energy finance or structured finance with expertise in tax equity structures and proficiency in data tools.

200k – 300k/yr
Remote5+ YOEFinance & Accounting

About the role

What you'll do

  • Help design and scale Crux’s portfolio management framework for tax equity and preferred equity investments.
  • Partner with Principals, Finance, Legal, and external counterparties on portfolio tranching, funding schedules, and post-closing execution.
  • Monitor portfolio performance against underwriting across financial, tax, and operational metrics; identify and escalate risks and variances.
  • Execute consent requests, amendments, and restructurings with internal and external stakeholders.
  • Prepare and support investor, management, and board reporting, ensuring alignment with institutional and contractual requirements.
  • Support Principal with ongoing sponsor and investor interactions post-closing.
  • Build and enhance portfolio monitoring, reporting, and workflow systems using technology and AI-enabled tools.
  • Contribute to strategic discussions on portfolio optimization, including potential exits and secondary market opportunities.
  • Ensure compliance with partnership agreements, regulatory requirements, and internal policies in coordination with Legal and Finance.
  • Support the development of best practices and playbooks for portfolio management activities.

What you bring

  • Bachelor's degree in Finance, Accounting, Economics, Environmental Studies or a related field; MBA or advanced degree a plus.
  • 5+ years of experience in renewable energy finance, asset management, or structured finance, with direct exposure to tax equity and/or preferred equity.
  • Strong knowledge of partnership flip and preferred equity structures, funding mechanics, and tax compliance.
  • Experience managing portfolios of complex investments, including amendments, restructurings, and consent processes.
  • Proficiency with data analysis tools (Excel, SQL, Python, or similar) and comfort working with portfolio management systems, databases, and business intelligence platforms.
  • Comfort leveraging technology and AI-enabled tools to improve monitoring, reporting, and workflows.
  • FINRA Securities Industry Essentials (SIE) and the Series 79 required or willingness to obtain within 90 days.
  • Experience with institutional investors is highly valued.

Skills

ExcelSQLPythonPortfolio ManagementTax Equity StructuresRenewable Energy FinanceStructured FinanceData AnalysisBusiness Intelligence
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