Associate, Tax Investor Coverage

WE’RE FINANCING THE FUTURE OF ENERGY Crux is the capital platform for the clean economy. We modernize capital raising and deployment for clean energy and critical infrastructure with solutions across advisory, investments, technology, and intelligence. Our team of 100+ 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 decades, driving an urgent need for more affordable and reliable electricity. More electricity requires new clean energy infrastructure and strong domestic supply chains for minerals and components — as well as large amounts of capital. Traditional project financing is opaque, fragmented, and analog. At Crux, we’re changing that. Through unmatched insights and expertise, white-glove service, purpose-built tools, and risk underwriting, we power a more prosperous, clean, and secure energy future. We are scaling quickly and looking for team members who are eager to combine deep expertise with an AI- and tech-forward mindset. THE OPPORTUNITY We are adding an Associate to our Tax Investor Coverage team to help rapidly scale our network of buyers and support the execution of more transactions. WHAT YOU'LL DO - Support the growth of a developing book of business; assist in nurturing and growing buyers and investors through the customer lifecycle to help scale tax credit transactions and reach targeted outcomes. - Serve as a support resource to clients throughout the transaction lifecycle, including assisting in developing strategies to meet clients needs. - Help educate buyers and investors on risks and assist in proactively addressing transaction issues. - Help generate new leads through conferences, networking, outreach, and other creative methods. - Begin building credibility and relationships with key contacts at corporates, family offices, accounting and tax firms, and banks. - Help educate buyers and investors on the critical role of the Crux platform in tax credit transactions and assist in demonstrating how to utilize Crux for more effective and efficient outcomes. EXPECTATIONS - Assist in creating and refining client-facing materials, including presentations, transaction summaries, and educational content tailored to buyer needs. - Apply strong attention to detail across all work product, ensuring accuracy and professionalism in materials, data, and communications. - Communicate complicated topics with clarity and accuracy. - Assist in building strong relationships with buyers and help facilitate buyer access to and utilization of the Crux platform. - Support problem solving and help address key commercial issues effectively and quickly. - Develop a working understanding of the Crux platform, transaction flow, pricing, and commercial agreements. - Learn to serve as a knowledgeable resource to clients on tax credit transactions, while leveraging internal and external subject matter experts. - Work with guidance while demonstrating initiative; surface issues quickly and assist in researching and proposing solutions. - Maintain accurate customer data in product and other internal tools. - Contribute user insights and observations to inform product development. - Demonstrate strong collaboration and team orientation; actively contribute to key growth initiatives. WHAT YOU BRING - 2+ years of experience in professional services, with a background in tax credit advising, structured finance, or a related client-facing field preferred (e.g., Big 4, MBB, or equiv