Portfolio Management Analyst

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 with software, financial products, and services.

About the role

The Portfolio Management Analyst on the Capital Markets team will own the reporting and data infrastructure that keeps Palmetto's active financing portfolio clear and accessible to investors, partners, and internal stakeholders. This individual contributor role partners across Data Analytics, Operations, Finance, and Accounting.

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 step-by-step management
• Comfortable working in a fast-moving environment where priorities shift and ambiguity is part of the job

Preferred Qualifications

• Experience in solar, clean energy, or consumer financial products
• Exposure to tax equity, securitization, or other structured finance products
• Proficiency with Microsoft Fabric; experience with Power BI or comparable BI tools
• Experience using AI tools to build or automate reporting and data workflows
• Familiarity with investor reporting obligations for institutional or tax equity investors

Benefits

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

This position will be based in either New York, NY or Charlotte, NC and reports to the Manager, Capital Markets. Employment is contingent upon the successful completion of a background check.