Portfolio Management 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

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.

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 installation companies with access to our proprietary platform, financing, customer management tools, and milestone submission systems. Our portfolio of solar lease, PPA, and battery storage products is growing - and so is the infrastructure needed to manage it well.

Location

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

Reporting

This position will report to the Manager, Capital Markets.

Summary of Role

The Portfolio Management Analyst on the Capital Markets team will own the reporting and data infrastructure that keeps Palmetto's active financing portfolio clear and accessible to investors, partners, and internal stakeholders. You will be responsible for completing monthly and quarterly reports across existing deals, building reporting frameworks for new transactions as they close, supporting investor relations with our tax equity and institutional partners, and improving the data flows that make all of this work.

This is an individual contributor role. You will partner across Data Analytics, Operations, Finance, and Accounting.

Strategic & Tactical

Reporting and portfolio management:

• 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

Investor relations support:

• 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

Data infrastructure and automation:

• 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

Qualifications

Required:

• 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

Preferred:

• 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

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