Crux · 17 hours ago
Senior Manager, Portfolio Management
United States
Full-time
Remote
Senior Level
$200K/yr - $300K/yr
5+ years expCrux is a capital markets platform transforming the financing of clean energy and manufacturing projects in the U.S. The Senior Manager, Portfolio Management will lead the firm's portfolio management capabilities for renewable energy tax equity investments, overseeing investment management post-close and building infrastructure for portfolio oversight.
Clean EnergyFinanceLendingManufacturingRenewable Energy
Responsibilities
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. Ensure smooth transition from execution to portfolio management
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 to ensure consistency and efficiency as the portfolio scales
Qualification
Required
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
Highly organized, detail-oriented, and able to manage multiple complex workstreams
Excellent written and verbal communication skills, including board-level reporting and sponsor/investor engagement
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 license(s) Series 79 and 63 required or willingness to obtain within 90 days under Crux's broker-dealer sponsorship
Preferred
Experience with institutional investors (insurance companies, pension funds, family offices) is highly valued
Benefits
Healthcare: We cover 100% of premiums for employees with a variety of plans on Aetna (nationwide) and Kaiser (WA and California) and subsidize 70% for dependents (total as a group), if relevant.
Dental & vision: We cover 100% of premiums for employees and 50% for dependents (each), if relevant.
Holidays: 10 company holidays per year.
Paid time off: 20 days per year.
401k: We support a 401k account but don't have a matching program set up at this time (typical for an early-stage startup).
Parental leave: 16 weeks for birthing parents and 12 weeks for non-birthing parents.
Company
Crux
Crux is a capital market company that provides debit marketplace,transferable tax credits, and market intelligence for tax credit transfers.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$77.05MKey Investors
Lowercarbon CapitalAndreessen HorowitzArdent Venture Partners
2025-04-16Series B· $50M
2024-01-30Series A· $18.2M
2023-06-21Seed· $4.25M
Leadership Team
Alfred Johnson
Co-Founder & CEO
Allen Kramer
Co-Founder, COO
Recent News
Andreessen Horowitz
2026-01-21
vcnewsdaily.com
2025-11-28
Company data provided by crunchbase