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
- Senior Principal leading tax and preferred equity investments at Crux, a clean-energy capital platform. Structuring complex transactions and guiding Investment Committee decisions.
Responsibilities
- Lead execution of tax equity and preferred equity investments, including hybrids, from term sheet through close
- Identify, structure around, price, and document transaction risk
- Serve as technical authority on partnership structures and tax and capital account basis issues
- Help junior colleagues resolve difficult, deal-specific transaction issues
- Prepare and present opportunities to the Investment Committee for screening and final investment decisions
- Lead negotiations with sponsors and capital partners, including new and difficult counterparties
- Review and pressure-test complex partnership and hybrid models
- Partner with Legal, Tax, and Risk on key issues and IRS compliance
- Help build institutional infrastructure enabling capital partners to underwrite Crux as a GP
- Mentor the team and drive adoption of AI-enabled workflows across the deal lifecycle
Requirements
- Bachelor's degree in Finance, Accounting, Economics, Environmental Studies, or a related field; MBA or advanced degree is a plus
- 10–12+ years of experience in renewable energy, structured finance, or infrastructure investing
- Direct experience leading tax equity transactions, including hybrids
- 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
- Excellent risk judgment
- Ability to lead and negotiate transaction documents, including partnership flips, T-flips, and preferred equity; sale-leaseback experience is a plus
- Strong modeling skills and ability to review and pressure-test complex partnership and hybrid models
- Tenacity, persistence, ownership, and genuine energy for the work and mission
- Ability to lead Investment Committee discussions, guide a team, and resolve difficult questions independently
- Excellent communication, negotiation, and relationship management skills
- Track record credible enough for capital-partner diligence on Crux as a GP
- Strong technology and AI capabilities, or a fast track record of adopting them
- Prior experience at a bank, particularly in project finance, structured products, or leveraged finance, or at a developer/sponsor, is a strong plus
- 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
Benefits
- 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; 70% dependent subsidy
- 100% employee dental and vision premium coverage; 50% dependent coverage
- 10 company holidays per year
- 20 days paid time off per year
- 401k account (no matching program currently)
- 16 weeks parental leave for birthing parents
- 12 weeks parental leave for non-birthing parents
- Stock options
- Competitive compensation
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