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About the Role
The Capital Markets Associate will support the advancement of capital raising, execution, and modeling opportunities within Palmetto Capital, a division focused on democratizing the renewable energy industry through financial products for homeowners and solar professionals.
Responsibilities
- Develop and execute Excel financial models to support Tax Equity and Debt capital funding.
- Lead the execution of tax equity, debt, and equity funding processes with external stakeholders.
- Report on Palmetto Finance activities to key financial stakeholders and partner with technology teams to automate reports.
- Enhance existing processes and workflows for greater efficiency in partnership with teams like Data Analytics and Operations.
- Liaise with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency.
- Build and maintain strong relationships with key banks and external partners.
- Anticipate customer needs and provide tailored solutions.
Requirements
- Bachelor’s degree in Finance, Economics, or related field.
- 3-5+ years of experience in banking or capital markets.
- Experience in the solar industry and structured finance is strongly preferred.
- Strong business acumen and analytical skills with a deep understanding of the macroeconomic landscape.
- Proactively identify and implement improvements across systems and processes.
- Ability to thrive in a fast-paced, customer-centric environment with changing priorities.
- Seamless collaboration with internal teams in Finance & Accounting, Technology, etc.
- Strong interpersonal and communication (verbal and written) skills, with the ability to present to varying audiences and leaders.
- Employment is contingent upon the successful completion of a background check.
Skills
- Excel financial modeling
- Capital raising
- Execution
- Modeling
- Tax Equity
- Debt funding
- Equity funding
- Reporting
- Process enhancement
- Workflow optimization
- Stakeholder management
- Relationship building
- Customer needs analysis
- Business acumen
- Analytical skills
- Macroeconomic understanding
- Interpersonal skills
- Communication skills
- Presentation skills
Location
- New York, NY
- Charlotte, NC
Work Type
- Full-time
Experience Level
- 3-5+ years
Education Level
- Bachelor's degree in Finance, Economics, or related field
- Master's or MBA a plus
Benefits
- Unlimited PTO
- Medical coverage
- Dental coverage
- Vision coverage
- Paid parental leave
- Retirement plans
About the Company
- Palmetto is a leading clean tech company accelerating the transition to a clean energy future.
- Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy.
- We offer software, financial products, and services that drive real environmental impact.
- We deliver end-to-end solutions for whole home electrification.
- We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work.
- Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance.
Equal Opportunity
- Palmetto embraces diversity and is an Equal Employment Opportunity employer.
- Employment is decided on the basis of qualifications, merit, and business need.
- We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law.