Portfolio Analytics & Reporting Analyst, Clean Energy

Palmetto; Charlotte (NC); On-site; USD 75,000 - 105,000; Full time

Job summary

Palmetto, a consumer energy platform, is seeking a Portfolio Management Analyst on the Capital Markets team. You will own reporting across solar lease, PPA, and battery storage deals, build data workflows, and support investor relations with tax equity and institutional partners.

You’ll collaborate with Data Analytics, Operations, Finance, and Accounting to improve data flows, while applying AI tools to automate processes and increase reporting quality.

Qualifications

• Bachelor’s degree in finance, economics, accounting, or related field is required.
• 1–3 years in structured finance, asset management, portfolio reporting, or similar analytic role.
• Advanced Excel skills with complex models and data manipulation.
• Strong communication and the ability to present to investors and leadership.
• Self-directed, organized, and capable in a fast-moving environment.

Responsibilities

• Own monthly and quarterly reporting deliverables across a solar lease, PPA, and battery storage portfolio.
• Build reporting templates and data delivery frameworks for new deals at close with legal teams.
• Track portfolio performance metrics and surface insights for leadership and investors.
• Maintain audit-ready records across all financing relationships.

Skills

Advanced Excel

Strong communication

Data analysis

Self-directed

Adaptability

Education

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

Tools

Microsoft Fabric

Power BI

AI tools

Job description

Palmetto, a consumer energy platform, is seeking a Portfolio Management Analyst on the Capital Markets team. You will own reporting across solar lease, PPA, and battery storage deals, build data workflows, and support investor relations with tax equity and institutional partners.

You’ll collaborate with Data Analytics, Operations, Finance, and Accounting to improve data flows, while applying AI tools to automate processes and increase reporting quality.