Senior Manager, Portfolio Management

Crux; United States; Remote; USD 200,000 - 300,000; Full time

Benefits offered by this job

100% coverage of healthcare premiums

20 days paid time off

Remote work options

16 weeks parental leave

Job summary

A clean energy financing platform in the U.S. seeks a Senior Manager for Portfolio Management. You will support investment management, overseeing renewable energy tax equity investments. The ideal candidate offers substantial experience in finance and project management, alongside a proactive approach to problem-solving and AI tool integration. This remote-first role facilitates flexible work arrangements across the U.S. and Canada, providing competitive salary and benefits within a rapidly growing company.

Qualifications

• 5+ years of experience in renewable energy finance, asset management, or structured finance.
• Direct exposure to tax equity and/or preferred equity is essential.
• Strong knowledge of funding mechanics and tax compliance.

Responsibilities

• Support investment management post-close including funding mechanics.
• Monitor portfolio performance across financial, tax, and operational metrics.
• Design scalable systems for portfolio oversight.

Skills

Renewable energy finance

Asset management

Structured finance

Data analysis

Communication

Education

Bachelor's degree in Finance or related field

MBA or advanced degree

Tools

Excel

SQL

Python

Job description

We’re supercharging the clean economy

Crux is the capital markets platform changing the way clean energy and manufacturing projects are financed in the U.S. Crux’s platform, market intelligence, and expert team help developers and manufacturers unlock financing through all stages of project development and operation.

Our team of 85+ is composed of experts in energy, tax, finance, government, and technology. We have raised $77 million in capital from some of the best investors, including Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Overture, Ardent Venture Partners, QED, Canapi, and others. These funds are joined by strategic investors including Pattern Energy, Clearway Energy, EDF Renewables, Intersect Power, LS Power, Orsted, Hartree Partners, Liberty Mutual Strategic Ventures, MassMutual Ventures, and OMERS Ventures.

An inflection point in American energy and manufacturing

Energy demand is growing for the first time in 20 years, driven by surging manufacturing, transportation, electrification, and data centers. Simultaneously, hundreds of billions of dollars are being invested in domestic supply chains for critical minerals and components. Developers and manufacturers will require trillions of dollars in capital to meet growing needs.

Before Crux, the capital markets supporting this transformation remained opaque, fragmented, and complex. At Crux, we recognized the missing infrastructure: a central capital markets platform designed specifically for the next century of American energy and industry. By connecting counterparties, providing market intelligence, and streamlining transactions, we unlock faster decision making, lower cost of capital, and accelerated investment.

We are scaling quickly and looking for team members who are eager to combine technical excellence with an AI- and tech-forward mindset.

The Opportunity

The Senior Manager, Portfolio Management is a core member of Crux's Investments team, reporting to the Portfolio Management Principal. This is a newly created role within a newly established Portfolio Management function designed to build out and lead the firm's portfolio management capabilities for renewable energy tax equity investments.

The Senior Manager will support all aspects of investment management post-close, including funding mechanics, performance monitoring, and ongoing sponsor and investor interactions. The role requires both technical expertise in renewable energy project finance and the ability to design scalable systems for portfolio oversight.

This position will be instrumental in building portfolio management infrastructure from the ground up, including establishing processes, workflows, and reporting frameworks that can scale with Crux's growing investment portfolio.

Candidates should be comfortable working across teams, adopting new tools and AI-enabled workflows, and engaging directly with sponsors, investors, and internal stakeholders when required.

What you'll do

• 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.

What you bring

• 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.
• Experience with institutional investors (insurance companies, pension funds, family offices) is highly valued.

What we bring

• Backing, traction & brand:
• We have raised $77 million in capital from some of the best venture and strategic investors, including Andreessen Horowitz, Lowercarbon Capital, New System Ventures, Ardent Venture Partners, Pattern, Clearway, EDFR, Intersect, LS Power, Orsted, Hartree Partners, Liberty Mutual Strategic Ventures, MassMutual Ventures, and OMERS Ventures.
• Have been profitable and are growing exponentially
• We have closed over 120+ transactions in just the last 2 years, facilitating billions of dollars of capital flowing into renewables projects
• Culture & working dynamic
• Remote-first operating model: Work from anywhere in the US and Canada, or work out of our optional offices in DC (open), NYC (opening Q1’26). Optional co-working opportunities with co-workers in Bay Area, Seattle, Denver, Boston, LA, and beyond.
• High growth & high ownership culture: We grow quickly by giving extremely talented people a lot of responsibility.
• Best of financial services & technology: We have brought together a team that are experts in clean energy finance, and the best technologies. Use your expertise while getting to be on the cutting edge of applying AI to your day and your clients’ experience.
• Regular team offsites: We sustain culture by bringing the entire company together 3 times a year. Individual teams may also meet up more frequently.
• 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, if relevant.
• Dental & vision: We cover 100% of premiums for employees and 50% for dependents, 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.
• Compensation
• Total cash compensation: $200,000s-$300,000s, depending on years of exp. & revenue scope, not inclusive of equity value.
• Opportunity to exceed bonus targets based on team and individual performance.
• Stock options in a rapidly growing company.
• Values
• Care for each other: We want to work on a team where people support each other - in their growth, in their work, and towards our shared mission. When we do that, we have fun.
• Build and improve rapidly: We move quickly. To do that, we focus, consistently ask ourselves if we are prioritizing the right things, and execute them as best as possible.
• Focus unremittingly on customers: Our first obligation is to our customers and partners, and we keep their needs front and center in everything we do.
• Demonstrate ownership: We are all owners of Crux. This is our team, our company, our product and we show that to each other.
• Convene a team that reflects the breadth of experiences in the country: We’re building a team with a wide range of backgrounds and a culture where everyone can thrive.

We provide equal employment opportunities to all applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law.