Senior Capital Markets Analyst – Clean Tech Finance

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

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.