Senior Capital Markets Analyst

Palmetto Clean Technology; New York, Charlotte (NY, NC); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Unlimited PTO

Medical insurance

Dental insurance

Vision coverage

Paid parental leave

Retirement plans

Job summary

Palmetto Clean Technology in New York City or Charlotte seeks a Senior Capital Markets Analyst to advance Palmetto Finance funding strategies. The role connects capital markets with internal teams and requires strong analytical and technical skills.

You will own reporting across funding structures, analyze datasets, and partner with technology to automate processes while supporting FP&A, treasury, and cash forecasting.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• 1–3+ years of finance, analytics, or business operations experience.
• Strong business acumen and ability to connect financial data to operations.
• Proficiency in Excel; experience with large datasets a plus.

Responsibilities

• Own monthly and quarterly capital markets funding reporting (tax equity, ABS, warehouse facilities).
• Download, manage, and analyze large datasets for fund reporting.
• Create and maintain reporting templates; drive automation with tech teams.
• Understand Palmetto's business and how solar financing links to markets.
• Support FP&A, treasury, and cash forecasting related to Palmetto Finance.
• Collaborate with Corporate Finance, Treasury, Asset Management, and Accounting.
• Identify ways to improve reporting workflows and data processes.
• Maintain strong relationships with Data Analytics, Operations, and Technology.

Skills

Analytical skills

Excel proficiency

Cross-functional collaboration

Communication skills

Education

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

Tools

Microsoft Fabric

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.

Location

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

Reporting

This role will report to the Manager, Capital Markets.

Summary of Role

The Senior Capital Markets Analyst will support capital markets activities spanning reporting, data operations, and business analysis to advance Palmetto Finance's funding strategies. This person will be a critical connector between the capital markets function and internal business teams, bringing a strong understanding of the business alongside sharp analytical and technical skills. This is an individual contributor role.

Strategic & Tactical

• Own monthly and quarterly reporting across Palmetto's capital markets funding structures, including tax equity funds, ABS issuances, and warehouse facilities
• Download, manage, and analyze large datasets to support fund reporting and investor requirements
• Build and maintain reporting templates for new and existing funding structures, partnering with technology teams to drive automation over time
• Develop a deep understanding of Palmetto's business, including how solar loan origination, customer relationships, and financing products connect to capital markets activity
• Support FP&A, treasury, and cash forecasting activities as they relate to Palmetto Finance
• Liaise with Corporate Finance, Treasury, Asset Management, and Accounting to ensure transparency and alignment on all things Palmetto Finance
• Identify opportunities to improve reporting workflows, data processes, and cross-functional efficiency
• Build and maintain strong working relationships with internal teams including Data Analytics, Operations, and Technology

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field
• 1–3+ years of experience in a finance, analytics, or business operations role; residential solar, FP&A, treasury, investor relations, or utility experience strongly preferred
• Strong business acumen; you understand how a business works and can connect financial data to operational reality
• Solid analytical and Excel skills; experience with Microsoft Fabric or similar data platforms is a strong plus
• Comfortable working with large datasets and building structured, repeatable reporting outputs
• Proactively takes ownership of tasks, follows through independently, and coordinates across teams to get things done
• Highly motivated and able to thrive in a fast-paced, customer-centric environment where priorities shift quickly
• Strong interpersonal and communication skills; can work across finance, technology, and operations teams effectively

Employment is contingent upon the successful completion of a background check.

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.

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