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About the Role
The Portfolio Management Analyst on the Capital Markets team will own the reporting and data infrastructure for Palmetto's active financing portfolio, ensuring clarity and accessibility for investors, partners, and internal stakeholders. This role involves completing monthly and quarterly reports, building reporting frameworks for new transactions, supporting investor relations, and improving data flows.
Responsibilities
- Own monthly and quarterly reporting deliverables across the active portfolio of solar lease, PPA, and battery storage transactions
- Build reporting templates and data delivery frameworks for new deals at close, in partnership with deal execution and legal teams
- Track portfolio performance metrics and surface meaningful insights to internal leadership and external stakeholders
- Maintain organized, audit-ready records across all active financing relationships
- Serve as a consistent point of contact for reporting-related inquiries from tax equity partners and institutional investors
- Prepare materials and data packages for investor calls, annual reviews, and ad hoc requests
- Partner with the Manager, Capital Markets to ensure investor communication is timely, accurate, and well-organized
- Identify gaps and inefficiencies in existing reporting processes and build solutions
- Develop and improve data flows between internal systems, ensuring reporting inputs are clean, reliable, and timely
- Leverage Microsoft Fabric and other BI tools to create scalable, repeatable reporting workflows
- Apply AI-assisted tools and automation where appropriate to reduce manual work and increase reporting quality
Requirements
- Bachelor's degree in Finance, Economics, Accounting, or a related field
- 1-3 years of experience in structured finance, asset management, portfolio reporting, or a similar analytical role
- Advanced Excel skills — fluent in complex models, data tables, and data manipulation
- Strong communication skills; comfortable presenting data clearly to investors and senior leadership
- Self-directed and organized — takes ownership of deliverables and follows through without being managed step by step
- Comfortable working in a fast-moving environment where priorities shift and ambiguity is part of the job
- Employment is contingent upon the successful completion of a background check.
Skills
- Advanced Excel
- Strong communication
- Self-directed
- Organized
- Microsoft Fabric
- Power BI
- AI tools
Location
- New York, NY
- Charlotte, NC
Work Type
- Full-time
Experience Level
- 1-3 years
Education Level
- Bachelor's degree
Benefits
- Unlimited PTO
- Medical coverage
- Dental coverage
- Vision coverage
- Paid parental leave
- Retirement plans
About the Company
- Palmetto is a consumer energy platform providing homeowners with a single destination to discover, purchase, finance, install, monitor, and manage home energy products and services.
- Palmetto offers an integrated platform across solar, battery storage, HVAC, heat pumps, and more, making home energy more affordable, reliable, and accessible.
- Palmetto serves hundreds of thousands of homeowners across 30+ states, building the operating infrastructure for the consumer energy transition.
- Palmetto Capital democratizes the renewable energy industry by providing homeowners with financial products for solar power, home efficiency, and energy storage systems.
- Palmetto empowers solar sales professionals and installation companies with access to its proprietary platform, financing, customer management tools, and milestone submission systems.
- 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.
- To ensure a fair evaluation, we may use AI to assist in sorting applications, but all final decisions are made by our hiring team and no candidate dispositions are automated.
- We will keep your information on file for four years from the date of your application.