Portfolio Management Analyst

Summary of 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. You will be responsible for completing monthly and quarterly reports across existing deals, building reporting frameworks for new transactions as they close, supporting investor relations with our tax equity and institutional partners, and improving the data flows that make all of this work.

This is an individual contributor role. You will partner across Data Analytics, Operations, Finance, and Accounting.

Strategic & Tactical Reporting and portfolio management

• 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

Investor relations support

• 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

Data infrastructure and automation

• 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