Senior Capital Markets Analyst

Palmetto; New York (NY); On-site; USD 85,000 - 115,000; Full time

Job summary

Palmetto is seeking a Senior Capital Markets Analyst to support reporting, data operations, and business analysis for Palmetto Finance. The role connects capital markets activities with internal business teams and delivers actionable insights.

You will own reporting across funding structures, manage large datasets, and collaborate with FP&A, treasury, and other departments to drive automation and accuracy. Based in NYC or Charlotte, this individual contributor role offers impactful growth.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• 1–3+ years 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.

Responsibilities

• 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

Skills

Strong business acumen

Excel skills

Data platforms

Cross-functional collaboration

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.

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.

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