Associate, Strategy, New Opportunities & Analytics

We need to output HTML fragment with sections: h3 for headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections with real specific content. The posting includes Company Description, Location, Reporting, Summary of Role, then bullet points under Strategic & Tactical Data Strategy & Analytics (~70%), New Opportunities (~20%), Modeling & Execution (~10%), Collaboration & Continuous Improvement (Ongoing). Also Qualifications section. We need to map these to headings: "About the role" could be Summary of Role? Or maybe we can use "About the role" as heading for the summary. "Responsibilities" for the bullet points (the duties). "Requirements" maybe for qualifications? But we also have Qualifications heading. The instruction: Use h3 for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Skills). So we need to decide which sections to include based on content. We have content: Company Description (maybe not needed as heading? Could be part of About the role? But we should not repeat job title as heading; we can include a short paragraph about company maybe under About the role? The instruction: "Do NOT repeat the job title as a heading (the page already shows it)". So we can have About the role heading with summary of role and maybe company description. Location and Reporting could be minor metadata; we can fold into a short p or drop. Likely we can include them in a short p under About the role. Responsibilities: we have the bullet points under Strategic & Tactical Data Strategy & Analytics (~70%), New Opportunities (~20%), Modeling & Execution (~10%), Collaboration & Continuous Improvement (Ongoing). Those are responsibilities. Requirements: maybe we can combine Qualifications? But we have Qualifications heading separate. The instruction says we can include Qualifications heading. So we will have Qualifications heading with the qualifications list. Skills: maybe we can extract skills from qualifications (Python, SQL, etc.) but we could also have a Skills section if we have specific skills listed. The qualifications include: Strong proficiency in Python (pandas, numpy, or similar) and SQL; experience translating Excel-based financial models into code strongly preferred; Experience building models, dashboards, or automated reporting and analysis tools from large, complex datasets; Working knowledge of financial modeling concepts (debt, equity, tax equity, ABS, or similar structures) a plus; Strong analytical and quantitative skills, with close attention to detail; Ability to manage multiple workstreams simultaneously in a fast-paced environment; Excellent communication skills, with the ability to translate technical analysis for non-technical, senior audiences; Highly motivated, collaborative, and comfortable operating with some ambiguity. We could put those under Skills heading. But we also have Qualifications heading for degree and years experience. Might be better to split: Qualifications for education and experience; Skills for technical skills. However instruction says we can include Skills section only if posting has real specific content. It does. We also have Benefits: The company description includes benefits: "Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more". So we can include Benefits heading with that list. Pay and Schedule: Not mentioned, so we omit those sections. We must not include boilerplate like EEO, etc. Remove those. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep all details from the posting. We need to output only HTML fragment, no html/body tags, no markdown fences. We'll structure:

About the role

Company description... Location... Reporting... Summary of Role...

But we need to keep the summary of role text: "The Associate, Strategy, New Opportunities & Analytics sits at the center of Palmetto Capital's corporate strategy and structured finance team, turning Palmetto's data backlog into the insights that shape capital decisions. The primary focus is strategic and analytical: mining internal and external data to inform financing and capital structure decisions, and translating existing Excel-based models into Python to make analysis faster, more scalable, and more repeatable. This person also supports sourcing of new capital opportunities and contributes to select modeling and transaction execution work, with a sharp eye for detail and a comfort moving between code, data, and financial analysis." We can include that as p. Then Responsibilities: we need to list the bullet points. We'll create

• for each duty. The posting groups them under headings with percentages. We can keep them as separate items, maybe preserve the headings as part of li text? Could also create subheadings but only h3 allowed for section headings; we could keep the percentages inside li. We'll produce li items for each bullet. We need to ensure we include all bullet points: From Strategic & Tactical Data Strategy & Analytics (~70%): - Mine Palmetto's data backlog — portfolio, financing, operational, and market data — to surface insights that inform capital structure and financing decisions - Build Python-based analytical tools, models, and dashboards that translate large, complex datasets into clear, decision-ready outputs for senior leadership - Translate existing Excel-based structured finance models into Python to improve speed, scalability, and repeatability of analysis - Analyze market, competitor, and macroeconomic trends, using code-driven analysis to inform financing and capital structure decisions - Contribute to board-level and executive materials that connect data-driven analysis to Palmetto's broader growth strategy - Assess the company's future capital position and financing needs, incorporating relevant legislative and regulatory data - Automate recurring financial and operational reporting for key stakeholders, partnering with technology teams to reduce manual effort - Drive pricing analysis across financing structures and capital products using quantitative, data-driven methods New Opportunities (~20%): - Support sourcing and evaluation of new capital opportunities and financing products through data-driven structuring and financial analysis - Build exploratory Python models to size and stress-test capital structures and financing products that haven't been executed in the market, working in parallel with the team to refine and automate assumptions - Run scenario and sensitivity analyses, using code-based tools, to pressure-test new structures and identify the optimal capital mix - Support meetings with prospective investors by preparing data and analysis on new capital opportunities and financing facilities Modeling & Execution (~10%): - Support execution of select debt, tax equity, or structured finance transactions, working with banks, investors, and legal counsel as needed - Maintain and query deal-tracking data across live and prospective financings - Support due diligence and term sheet review with data pulls and analysis as needed Collaboration & Continuous Improvement (Ongoing): - Partner closely with FP&A, Treasury, and Accounting - Identify and implement improvements to data infrastructure, tooling, and modeling processes - Stay attuned to the needs of internal stakeholders and capital partners, anticipating data and analytical needs We'll include all. Qualifications: we need to list the qualifications bullet points. Qualifications: - Bachelor's degree in Computer Science, Statistics, Mathematics, Data Science, Engineering, or a related quantitative field; coursework or hands-on exposure to finance, economics, or accounting required - 2-4+ years of experience in a data analytics, data science, quantitative research, or software engineering role, with meaningful exposure to finance, fintech, or capital markets - Strong proficiency in Python (pandas, numpy, or similar) and SQL; experience translating Excel-based financial models into code strongly preferred - Experience building models, dashboards, or automated reporting and analysis tools from large, complex datasets - Working knowledge of financial modeling concepts (debt, equity, tax equity, ABS, or similar structures) a plus - Strong analytical and quantitative skills, with close attention to detail - Ability to manage multiple workstreams simultaneously in a fast-paced environment - Excellent communication skills, with the ability to translate technical analysis for non-technical, senior audiences - Highly motivated, collaborative, and comfortable operating with some ambiguity - Employment is contingent upon the successful completion of a background check. We could also include the background check line. Skills: we could extract technical skills: Python (pandas, numpy), SQL, financial modeling concepts, etc. But we already have many in qualifications. To avoid duplication, maybe we don't need a separate Skills section; we can put all under Qualifications. However the instruction allows Skills section; but we risk duplicating content. Better to keep Qualifications only, and not create Skills unless we have distinct skills not covered. The qualifications already list skills. So we can omit Skills. Benefits: we have benefits list from company description: unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more. We'll put as ul. We need to exclude boilerplate: EEO, equal opportunity, AI sorting, privacy policy, etc. Location and Reporting: we can include a short p under About the role: "Location: New York City. Reporting: Reports to the Manager, Strategy New Opportunities & Analytics." Now construct HTML. We'll start with

  About the role

  Company description paragraph: "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. By offering one integrated platform across solar, battery storage, HVAC, heat pumps and more, Palmetto helps homeowners make home energy more affordable, reliable and accessible. Today Palmetto serves hundreds of thousands of homeowners, across 30+ states, building the operating infrastructure for the consumer energy transition, one home at a time. Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world." Then maybe add location and reporting in same p or separate p. We'll add a second p: "Location: New York City. Reporting: Reports to the Manager, Strategy New Opportunities & Analytics." Then

  Responsibilities

  with ul. Then

  Qualifications

  with ul. Then

  Benefits

  with ul. Make sure not to include extra empty sections. Now produce HTML. Check for any repeated content: we included company description which includes benefits; we also have Benefits section listing benefits. That's okay; we are not duplicating? The company description includes benefits sentence; we might be repeating that content. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. It doesn't forbid duplication, but we should avoid unnecessary duplication? It didn't forbid duplication but we should aim to not repeat same info unnecessarily. However the benefits are mentioned in company description; we could keep them there and not have a separate Benefits section. But the instruction says include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text. The posting does have specific benefits content (unlimited PTO, medical, dental, vision, paid parental leave, retirement plans). So we can have a Benefits section. However if we also include the benefits sentence in About the role, that duplicates. We could remove the benefits sentence from About the role to avoid duplication, but then we lose some of the company description content (the benefits sentence). The instruction says preserve ALL substantive information; we must not lose any detail. So we need to keep that sentence somewhere. We could keep it in About the role and also have Benefits section; that duplicates but preserves all info. Duplication is not prohibited explicitly, but might be considered redundant. However the instruction says "Do NOT repeat the job title as a heading" and "do NOT put Job ID / requisition numbers as headings". It doesn't forbid repeating content elsewhere. So it's okay. Alternatively we could move the benefits sentence