Senior Capital Markets Analyst

About the Company

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. We empower homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. Our end-to-end solutions for whole home electrification make clean energy accessible to all.

We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto values collaboration, impact, and balance, prioritizing people, planet, and profit.

Location

This position will be based in New York, NY or Charlotte, NC.

About the Role

The Senior Capital Markets Analyst will support capital markets activities spanning reporting, data operations, and business analysis to advance Palmetto Finance's funding strategies. This individual contributor role serves as a critical connector between the capital markets function and internal business teams, requiring a strong understanding of the business alongside sharp analytical and technical skills.

Responsibilities

• Own monthly and quarterly reporting across Palmetto's capital markets funding structures, including tax equity funds, ABS issuances, and warehouse facilities.
• Download, manage, and analyze large datasets to support fund reporting and investor requirements.
• Build and maintain reporting templates for new and existing funding structures, partnering with technology teams to drive automation over time.
• Develop a deep understanding of Palmetto's business, including how solar loan origination, customer relationships, and financing products connect to capital markets activity.
• Support FP&A, treasury, and cash forecasting activities as they relate to Palmetto Finance.
• Liaise with Corporate Finance, Treasury, Asset Management, and Accounting to ensure transparency and alignment on all things Palmetto Finance.
• Identify opportunities to improve reporting workflows, data processes, and cross-functional efficiency.
• Build and maintain strong working relationships with internal teams including Data Analytics, Operations, and Technology.

Requirements

• Bachelor's degree in Finance, Economics, Business, or related field.
• 1–3+ years of experience in a finance, analytics, or business operations role; residential solar, FP&A, treasury, investor relations, or utility experience strongly preferred.
• Strong business acumen; ability to connect financial data to operational reality.
• Solid analytical and Excel skills; experience with Microsoft Fabric or similar data platforms is a strong plus.
• Comfortable working with large datasets and building structured, repeatable reporting outputs.
• Proactively takes ownership of tasks, follows through independently, and coordinates across teams to get things done.
• Highly motivated and able to thrive in a fast-paced, customer-centric environment where priorities shift quickly.
• Strong interpersonal and communication skills; ability to work effectively across finance, technology, and operations teams.

Benefits

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