Crux
clean economy, clean energy, critical infrastructure, finance, energy
SeniorManager,PortfolioManagement
“Senior Manager, Portfolio Management at Crux. Skills: portfolio management framework for tax equity and preferred equity investments, monitoring portfolio performance against underwriting, building and enhancing portfolio monitoring, reporting, and workflow systems. 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-clo”
What You'll Achieve.
build out and lead the firm's portfolio management capabilities for renewable energy tax equity investments; establish processes, workflows, and reporting frameworks that can scale with Crux's growing investment portfolio; improve monitoring, reporting, and workflows
Industry & Context.
identify and escalate risks and variances
What They're Looking For.
Must Have
Bachelor's degree in Finance, Accounting, Economics, Environmental Studies or a related field, 5+ years of experience in renewable energy finance, asset management, or structured finance, direct exposure to tax equity and/or preferred equity, knowledge of partnership flip and preferred equity structures, funding mechanics, and tax compliance, Experience managing portfolios of complex investments, including amendments, restructurizations, and consent processes, FINRA Securities Industry Essentials (SIE) and the Series 79 required or willingness to obtain within 90 days
Nice to Have
MBA or advanced degree, Background in investment banking, project finance, or structured credit at a commercial or investment bank, Experience with institutional investors (insurance companies, pension funds, family offices), Prior experience at a bank — particularly in project finance, structured products, or a leveraged finance group
What You'll Do.
Help design and scale Crux’s portfolio management framework for tax equity and preferred equity investments
Partner with Principals
and external counterparties on portfolio tranching
and post-closing execution
Monitor portfolio performance against underwriting across financial
and operational identify and escalate risks and variances
Execute consent requests
and restructurings with internal and external stakeholders
Prepare and support investor
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
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
How You'll Work.
Team & Collaboration
Partner with Principals, Finance, Legal, and external counterparties; Engaging directly with sponsors, investors, and internal stakeholders; working across teams; sponsor and investor interactions post-closing; Ensure compliance with partnership agreements, regulatory requirements, and internal policies in coordination with Legal and Finance
Communication Scope
Excellent written and verbal communication skills; board-level reporting; sponsor/investor engagement
Process & Methodology
manage multiple complex workstreams
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