Senior Manager, Portfolio Management
New
C
CruxClean Energy Finance
Work from anywhere in the US and CanadaFull-TimeManager
Salary200,000 - 399,999 USD per year
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Job Details
- Experience
- 5+ years
- Required Skills
- PythonSQL
Requirements
- 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.
- 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.
- Proficiency with data analysis tools (Excel, SQL, Python, or similar).
- Comfort working with portfolio management systems, databases, and business intelligence platforms.
- FINRA Securities Industry Essentials (SIE) and the Series 79 required or willingness to obtain within 90 days.
- Experience with institutional investors is highly valued.
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.
- 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.
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