# Senior Manager, Portfolio Management

**Company:** [Crux](https://hotfix.jobs/companies/crux)
**Location:** Remote
**Role:** Finance & Accounting
**Salary:** $200k – $300k/yr
**Experience:** 5+ years
**Skills:** Excel, SQL, Python, Portfolio Management, Tax Equity Structures, Renewable Energy Finance, Structured Finance, Data Analysis, Business Intelligence
**Posted:** 2026-05-18

> 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.

## Job Description

## 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.

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