Portfolio Analytics & Reporting Analyst

Namely; United States; On-site; USD 75,000 - 110,000; Full time

Job summary

Palmetto Capital is seeking a Portfolio Management Analyst to own reporting and data infrastructure for our active financing portfolio, including solar leases, PPAs, and battery storage transactions, serving investors, partners, and internal stakeholders.

You will produce monthly and quarterly reports, build templates at close, support tax equity and institutional investor relationships, and improve data flows with BI tools and AI automation.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related field.
• 1-3 years of experience in structured finance, asset management, portfolio reporting, or a similar analytical role.
• Advanced Excel skills - complex models, data tables, and data manipulation.
• Strong communication skills; capable of presenting data clearly to investors and senior leadership.

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.

Skills

Advanced Excel

Communication

Self-management

Structured finance knowledge

Education

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

Tools

Microsoft Fabric

Power BI

Job description

Palmetto Capital is seeking a Portfolio Management Analyst to own reporting and data infrastructure for our active financing portfolio, including solar leases, PPAs, and battery storage transactions, serving investors, partners, and internal stakeholders.

You will produce monthly and quarterly reports, build templates at close, support tax equity and institutional investor relationships, and improve data flows with BI tools and AI automation.