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About the Role

The Associate, Strategy, New Opportunities & Analytics is a versatile role focused on sourcing and structuring new capital opportunities. This position involves building financial models from scratch, rigorously stress-testing them, and contributing to the strategic analysis that shapes Palmetto's capital position and growth.

Responsibilities

Build financial models from scratch for capital structures and financing products that have never been executed in the market.
Run scenario and sensitivity analyses to pressure-test new structures and identify the optimal capital mix.
Review and refine models built by senior team members, ensuring accuracy and rigor before they go external.
Evaluate new business opportunities through structuring and financial analysis of prospective initiatives.
Meet with prospective investors to explore new capital opportunities and financing facilities.
Develop and own complex project finance models (Excel) supporting tax equity, debt, ABS, and other structured capital vehicles.
Support execution of debt, tax equity, and structured finance transactions, working directly with banks, investors, and legal counsel.
Conduct pricing analysis on financing structures and capital products to support competitive terms.
Maintain deal-tracking and transaction models across live and prospective financings.
Support due diligence, term sheet review, and closing processes for capital markets transactions.
Own recurring financial reporting for key Palmetto Finance stakeholders, partnering with technology teams to automate where possible.
Build and maintain relationships with banks, tax equity investors, and other external capital partners.
Analyze market, competitor, and macroeconomic trends to inform financing and capital structure decisions.
Contribute to board-level and executive materials that connect capital structuring work to Palmetto's broader growth strategy.
Assess the company's future capital position and financing needs, incorporating relevant legislative and regulatory considerations.
Drive pricing initiatives across financing structures and capital products.
Partner closely with FP&A, Treasury, and Accounting.
Identify and implement improvements to capital markets and modeling processes.
Stay attuned to the needs of capital partners and internal stakeholders, anticipating requirements and proposing tailored solutions.

Requirements

Bachelor's degree in Finance, Economics, Accounting, Mathematics, Engineering, or a related field; MBA/CFA a plus.
2-4+ years of experience in project finance, structured finance, investment banking, or capital markets; heavy, hands-on project finance and modeling experience required.
Advanced Excel modeling skills, with a track record of building and maintaining complex project finance models (e.g., tax equity, structured debt, ABS, LBO).
Demonstrated experience running scenario and sensitivity analysis on new or novel financing structures.
Exposure to debt, equity, tax equity, or ABS transaction structuring preferred; solar or renewables experience a plus.
Strong analytical and quantitative skills, with close attention to detail in financial modeling.
Ability to manage multiple transactions and workstreams simultaneously in a fast-paced environment.
Excellent communication skills, with the ability to present analysis clearly to senior stakeholders.
Highly motivated, collaborative, and comfortable operating with some ambiguity.
Employment is contingent upon the successful completion of a background check.

Skills

Financial modeling
Structured finance
Project finance
Scenario analysis
Sensitivity analysis
Excel modeling
Pricing analysis
Deal-tracking
Transaction modeling
Due diligence
Term sheet review
Capital markets
Analytical skills
Quantitative skills
Attention to detail
Communication skills
Collaboration

Location

New York City

Work Type

Full-time

Experience Level

2-4+ years

Education Level

Bachelor's degree in Finance, Economics, Accounting, Mathematics, Engineering, or a related field
MBA/CFA a plus

Benefits

Unlimited PTO
Medical coverage
Dental coverage
Vision coverage
Paid parental leave
Retirement plans

About the Company

Palmetto is a consumer energy platform that provides homeowners with a single destination to discover, purchase, finance, install, monitor and manage home energy products and services.
Palmetto offers a comprehensive benefits package.
Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance.
Palmetto Home is a branch of Palmetto focused on the democratization of the renewable energy and HVAC industries.
We empower solar and HVAC sales professionals and installation companies with access to our proprietary platform, financing, customer management system, and milestone quality control system.

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.
For detailed information about how we handle your data and our use of AI, please review our full privacy policy.
For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy