Cruxclimate

Senior Manager, Portfolio Management

Remote (US) · Senior

Sponsorship not specifiedDetected 65 days ago

PythonSQLData AnalysisAccountingExcelCommunicationOrganizational SkillsUnderwritingRenewable Energy

About the role

The Senior Manager, Portfolio Management is a core member of Crux's Investments team, reporting to the Portfolio Management Principal.

Partner with Principals, Finance, Legal, and external counterparties on portfolio tranching, funding schedules, and post-closing execution.
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.
Support the development of best practices and playbooks for portfolio management activities to ensure consistency and efficiency as the portfolio scales.
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.

Experience managing portfolios of complex investments, including amendments, restructurings, and consent processes.
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 Securities Industry Essentials (SIE) and the Series 79 required or willingness to obtain within 90 days under Crux's broker-dealer sponsorship.
5+ years of experience in renewable energy finance, asset management, or structured finance, with direct exposure to tax equity and/or preferred equity. Background in investment banking, project finance, or structured credit at a commercial or investment bank is strongly preferred.
Strong knowledge of partnership flip and preferred equity structures, funding mechanics, and tax compliance.
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.
Experience with institutional investors (insurance companies, pension funds, family offices) is highly valued.
Backing, traction & brand:

Bachelor's degree in Finance, Accounting, Economics, Environmental Studies or a related field
MBA or advanced degree a plus.
Background in investment banking, project finance, or structured credit at a commercial or investment bank is strongly preferred.
Prior experience at a bank - particularly in project finance, structured products, or a leveraged finance group - is a strong plus.

Use your expertise while getting to be on the cutting edge of applying AI to your day and your clients' experience.

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.
10 company holidays per year.

We grow quickly by giving extremely talented people a lot of responsibility.
Benefits
Our first obligation is to our customers and partners, and we keep their needs front and center in everything we do.
We are all owners of Crux.
This is our team, our company, our product and we show that to each other.
At Crux, we're changing that.
We are scaling quickly and looking for team members who are eager to combine deep expertise with an AI- and tech-forward mindset.

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.

FINRA Securities Industry Essentials (SIE) and the Series 79 required or willingness to obtain within 90 days under Crux's broker-dealer sponsorship.

This listing is sourced directly from Cruxclimate's careers page and normalized into a canonical job model.