Energy Finance Portfolio Analyst — Data & Reporting

ArcTern Ventures; Charlotte (NC); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Unlimited PTO

Medical, dental, and vision coverage

Paid parental leave

Retirement plans

Job summary

Palmetto is seeking a Portfolio Management Analyst in the Capital Markets team to own the reporting and data infrastructure for its active financing portfolio. You will deliver monthly and quarterly reports across solar lease, PPA, and battery storage deals, and support investor relations with tax equity and institutional partners.

Based in New York or Charlotte, NC, you will collaborate with Data Analytics, Operations, Finance, and Accounting to build scalable reporting workflows and improve

Qualifications

• 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 — you should be fluent, not just functional; complex models, data tables, and data manipulation are second nature to you
• Strong communication skills; comfortable presenting data clearly to investors and senior leadership.
• Self-directed and organized — you take ownership of deliverables and follow through without being managed step by step.
• Comfortable working in a fast-moving environment where priorities shift and ambiguity is part of the job.

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.

Skills

Advanced Excel

Strong communication

Self-directed

Organized and proactive

Attention to detail

Education

Bachelor's degree in Finance, Economics, Accounting, or related field

Tools

Microsoft Fabric

Power BI

Job description

Palmetto is seeking a Portfolio Management Analyst in the Capital Markets team to own the reporting and data infrastructure for its active financing portfolio. You will deliver monthly and quarterly reports across solar lease, PPA, and battery storage deals, and support investor relations with tax equity and institutional partners.

Based in New York or Charlotte, NC, you will collaborate with Data Analytics, Operations, Finance, and Accounting to build scalable reporting workflows and improve