Senior Manager expanding bank capital relationships for Crux, a clean-energy finance platform. Supporting capital formation across debt, tax equity, preferred equity, and structured products.
Responsibilities
Support coverage of Crux's bank counterparties, including investor desks, treasury and principal investing groups, bank-sponsored funds, and warehouse and forward-flow providers
Help execute Crux's bank coverage strategy and advance priority capital initiatives
Develop understanding of bank mandates, appetite, and return thresholds and translate them into actionable opportunities
Maintain the bank coverage model and target list
Serve as day-to-day contact for assigned bank relationships
Prepare research, briefing materials, and follow-ups for bank meetings
Maintain accurate bank pipeline data in Crux's CRM and produce pipeline and forecasting updates
Support relationship continuity from origination through execution and repeat deployment
Coordinate with Investments, Debt Capital Markets, Tax Credit Markets, and Structuring & Pricing on information requests, diligence, and timelines
Draft tailored decks, one-pagers, and investor updates
Track bank appetite, pricing, and capacity trends and share market feedback
Partner with Industry Coverage and Corporate Investor Coverage on account assignments
Represent Crux at bank capital conferences and industry events
Help organize Crux-hosted events
Identify prospective bank relationships and new capital channels
Support growth of the Strategic Bank Capital team
Requirements
Bachelor's degree in Finance, Economics, Engineering, Accounting, Business, or a related field
5+ years of experience in capital markets, bank coverage, capital formation, project finance, structured finance, or related disciplines
Experience ideally within renewable energy or infrastructure
Experience at a commercial or investment bank, advisory or placement firm, or institutional investor covering banks
Experience supporting capital raising or managing relationships with bank counterparties or institutional investors
Exposure to tax equity, transferable tax credits, preferred equity, construction or term debt, warehouse or forward-flow facilities, or structured products
Working fluency in risk, structure, and return drivers
Strong pipeline management, forecasting, and CRM hygiene skills
Clear, concise written and verbal communication
Ability to work independently in a fast-moving, high-growth environment
Existing relationships with bank investor desks, treasury, or principal investing groups a plus
Interest in leveraging technology, AI, and data
Familiarity with U.S. Broker-Dealer and Registered Investment Adviser regulatory frameworks a plus
FINRA SIE, Series 7, and Series 63 required or willingness to obtain under Crux's broker-dealer sponsorship
Benefits
Remote-first operating model: work from anywhere in the US and Canada
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