Capital Markets Associate, Structured Finance

Palmetto; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

Palmetto seeks a Capital Markets Associate in New York, NY or Charlotte, NC to support capital raising, execution, and modeling for tax equity, debt, and equity funding. This individual contributor role reports to the Director, Capital Markets.

You will build Excel-based financial models, coordinate with external partners, and help automate reporting while partnering with Finance, Treasury, and Technology teams.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field is required.
• 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 macroeconomic landscape.
• Collaborates with internal teams in Finance, Accounting, Technology, etc.

Responsibilities

• Develop and execute Excel financial models to support Tax Equity and Debt funding.
• Lead the execution of tax equity, debt, and equity funding processes with external stakeholders.
• Report Palmetto Finance activity to key financial stakeholders and automate reports.
• Coordinate with Data Analytics, Operations, and other teams to improve processes.

Skills

Financial modeling

Stakeholder management

Communication

Analytical thinking

Education

Bachelor’s degree in Finance/Economics or related field

MBA or Master’s degree (preferred)

Tools

Excel

Job description

Company Description

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers 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. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.
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.

Location

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

Reporting

This role will report to the Director, Capital Markets.

Department Description

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. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. Palmetto Finance is growing rapidly and is prepared to continue growth.

Summary of 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.

Strategic & Tactical

• Focus on developing and executing 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
• Utilizes skills to enhance existing processes and workflows for more efficiency, partnering closely with other teams e.g. Data Analytics, Operations, etc
• Liaisons with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency on all things Palmetto Finance
• Builds and maintains strong relationships with key banks and other key external partners
• Is highly attuned to customer needs and requirements, and can anticipate their needs, and provide tailored solutions to meet their objectives

Qualifications

• 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 and updates them
• 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

Employment is contingent upon the successful completion of a background check.

Equal Employment Opportunity

Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law.
To ensure a fair evaluation, we may use AI to assist in sorting applications, but all final decisions are made by our hiring team and no candidate dispositions are automated. We will keep your information on file for four years from the date of your application. For detailed information about how we handle your data and our use of AI, please review our full privacy policy.
For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy