Capital Markets Associate, Structured Finance

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value.

This position will be based in New York, NY or Charlotte, NC and will report to the Director, Capital Markets.

Palmetto Capital is a branch of Palmetto focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power, home efficiency products, and energy storage systems. We empower solar sales professionals and solar installation companies with access to our proprietary platform, financing, customer management system, and milestone submission system.

About the role

The Capital Markets Associate will be responsible for capital markets activities spanning across capital raising, execution, and modeling work to support the advancement of those opportunities. This is an individual contributor role.

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
• Responsible for reporting associated with Palmetto Finance to key financial stakeholders, while partnering with technology teams to ensure automation on reports
• Utilize skills to enhance existing processes and workflows for more efficiency, partnering closely with other teams (e.g., Data Analytics, Operations)
• Liaison with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency on all things Palmetto Finance
• Build and maintain strong relationships with key banks and other key external partners
• Highly attuned to customer needs and requirements, anticipating their needs, and providing tailored solutions to meet their objectives

Requirements

• Bachelor’s degree in Finance, Economics, or related field; Master’s or MBA a plus
• 3-5+ years of experience in banking or capital markets; solar industry and structured finance experience strongly preferred
• Strong business acumen and analytical skills with deep understanding of the macroeconomic landscape
• Proactively identifies improvement opportunities across systems and processes, and implements solutions
• Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
• Collaborates seamlessly with internal teams in Finance & Accounting, Technology, etc.
• Strong interpersonal and communication (verbal and written) skills; can present to varying audiences and leaders

Benefits

• Unlimited PTO
• Medical, dental, and vision coverage
• Paid parental leave
• Retirement plans