Personal Finance Advisor helping Desjardins members and businesses choose investments, loans, and insurance. Building trusted relationships while balancing client satisfaction, profitability, and risk.
About the role
- Principal executing tax and preferred equity investments for Crux, a clean-energy capital platform. Leading transaction modeling, negotiations, Investment Committee preparation, and portfolio stewardship.
Responsibilities
- Lead execution of tax equity and preferred equity investments, including hybrids, from term sheet through close
- Identify, help structure around, price, and document transaction risk
- Build and review partnership and hybrid models
- Develop views on assumptions, sensitivities, and risk cases
- Prepare opportunities for Investment Committee screening and final investment decisions
- Present opportunities with support
- Co-lead negotiations with sponsors and capital partners
- Work with Legal, Tax, and Risk on key issues and IRS compliance
- Contribute to investment principles, underwriting parameters, and the IC process
- Mentor junior team members
- Use technology and AI to work more efficiently
- Participate in post-close portfolio stewardship
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Environmental Studies, or a related field; MBA or advanced degree a plus
- 8+ years in renewable energy, structured finance, or infrastructure investing
- Direct experience with tax equity transactions
- Exposure to hybrid structures and/or preferred equity a strong plus
- Working command of partnership structures and tax and capital account basis issues, including DROs, basis, allocations, safe harbor, and recapture
- Breadth across solar, wind, and storage technologies; exposure to emerging categories
- Strong risk judgment, including identifying, structuring around, pricing, and documenting risk
- Ability to negotiate transaction documents, including partnership flips, T-flips, and preferred equity; sale-leaseback a plus
- Strong modeling skills across partnership and hybrid structures
- Excellent communication, negotiation, and relationship management skills
- Proven ability to manage multiple transactions simultaneously in a fast-paced environment
- Strong capabilities in, or clear desire to rapidly advance, technology and AI
- 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
- Prior experience at a bank or developer/sponsor a strong plus
Benefits
- Remote-first operating model with 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% employee healthcare premium coverage through Aetna and Kaiser; 70% dependent premium subsidy
- 100% employee dental and vision premium coverage; 50% dependent subsidy
- 10 company holidays per year
- 20 days paid time off per year
- 401k account support without matching
- 16 weeks parental leave for birthing parents
- 12 weeks parental leave for non-birthing parents
- Stock options
- Competitive compensation
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