Associate, Structuring – Tax/Preferred Equity

Crux

. Support screening and underwriting of new opportunities, including initial reviews and pre-pricing screens .

Posted 11/5/2026full-timeRemote • United States, CanadaJuniorMid-Level💰 $150,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong financial modeling and structuring skills, with expertise in tax equity and project finance transactions. Proficient in preparing investment materials and conducting due diligence while leveraging technology and AI tools for enhanced accuracy and efficiency.

Highest-signal resume keywords

Financial ModelingTax Equity StructuresInvestment BankingAnalytical SkillsExcel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingValuation ConceptsDue DiligenceTax EquityProject FinanceStructured FinanceRisk AnalysisTransaction EconomicsPortfolio ManagementCapital Accounts

Soft Skills

Analytical SkillsOrganizational SkillsCommunication SkillsMulti-TaskingProcess Improvement

Tools & Technologies

ExcelAI ToolsVBAPython

Certifications & Qualifications

FINRA SIESeries 79Series 63

Industry Keywords

Renewable EnergyInfrastructure InvestingInvestment CommitteeTransaction StructuringClient Interaction

Tech Stack

Tools & technologies

PythonVBA

About the role

Key responsibilities & impact

Support screening and underwriting of new opportunities, including initial reviews and pre-pricing screens
Run and update financial models for tax/hybrid and preferred equity transactions
Prepare investment materials for Investment Committee, including transaction economics, sensitivities, and risk analyses
Work with senior Structuring team members to drive transactions from intake to closing
Analyze sponsor financials, project contracts, and diligence materials to identify risks and value drivers
Use technology and AI-enabled tools to improve modeling, diligence, and reporting accuracy and efficiency
Contribute to process improvements and standardization of models, IC memos, and term sheets
Support limited external interactions with developers, investors, and advisors under senior guidance
Assist with portfolio management and reporting, including monitoring project performance against underwriting
Support initiatives to scale tax equity workflows and develop technology-enabled financing products and solutions

Requirements

What you’ll need

Bachelor's degree in Finance, Economics, Engineering, or a related field
Minimum 2+ years of experience in renewable energy, structured finance, infrastructure investing, investment banking, or a closely related field
Exposure to tax equity, project finance, or other structured renewable energy transactions
Strong financial modeling and structuring skills
Mastery of core valuation and return concepts
Strong Excel skills and comfort building and navigating complex financial models
Experience preparing transaction materials and conducting due diligence
Familiarity with tax equity structures, including partnership flip, T-flip, hybrid, and preferred equity
Knowledge of allocations, capital accounts, and flip mechanics
Strong analytical, organizational, and communication skills
Ability to manage multiple workstreams in a fast-paced environment
Comfortable adopting new technology platforms and integrating AI tools into daily workflows
FINRA SIE, Series 79, and 63, or willingness to obtain them under Crux’s broker-dealer sponsorship
Exposure to IRS requirements, safe harbor tests, or recapture provisions is a plus but not required
MBA or MS is a plus
VBA or Python skills are a plus
Experience in a transaction-focused environment with client interaction responsibility is a plus

Benefits

Comp & perks

Remote-first operating model; work from anywhere in the US and Canada
Optional offices in DC, NYC, and SF
Optional co-working opportunities
Regular team offsites twice a year
100% of employee healthcare premiums covered; dependent healthcare premiums subsidized 80%
100% of employee dental and vision premiums covered; dependent premiums covered 80%
Family forming and fertility support
16 weeks parental leave for birthing parents
12 weeks parental leave for non-birthing parents
10 company holidays per year
20 days paid time off per year
401(k) account fees supported by Crux
Stock options
High-growth, high-ownership culture
Access to AI and technology-forward tools and work environment