Portfolio Management Analyst

NextGenEnergyJobs; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. We seek a candidate with experience in solar or consumer financial products, exposure to tax equity or securitization, and proficiency with Power BI; Microsoft Fabric is a plus.

You should be comfortable using AI tools to build or automate reporting and data workflows and familiar with investor reporting obligations for institutional or tax equity investors.

Qualifications

• Experience in solar, clean energy, or consumer financial products.
• Exposure to tax equity, securitization, or other structured finance products.
• Proficiency with Microsoft Fabric; experience with Power BI or comparable BI tools a plus.
• Experience using AI tools to build or automate reporting and data workflows.

Skills

Experience in solar/clean energy

Exposure to tax equity or securitizati

AI tooling for reporting/data

Tools

Power BI

Microsoft Fabric

Job description

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future.

Requirements

• Experience in solar, clean energy, or consumer financial products
• Exposure to tax equity, securitization, or other structured finance products
• Proficiency with Microsoft Fabric; experience with Power BI or comparable BI tools a plus
• Experience using AI tools to build or automate reporting and data workflows
• Familiarity with investor reporting obligations for institutional or tax equity investors