Solar Finance Portfolio Analyst

Palmetto

New York (NY)

On-site

USD 85,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Unlimited PTO

Medical

Dental

Vision coverage

Paid parental leave

Retirement plans

and more

Job summary

Palmetto in New York or Charlotte seeks a Portfolio Management Analyst to own reporting and data infrastructure for the active financing portfolio, delivering monthly and quarterly reports across solar lease, PPA, and battery storage deals.

You will partner with Data Analytics, Operations, Finance, and Accounting, support investor relations with tax equity and institutional partners, and help automate workflows using Microsoft Fabric and BI tools.

Qualifications

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, with complex models and data manipulation.
Strong communication skills; comfortable presenting data to investors and leadership.
Self-directed and organized; you take ownership of deliverables.

Responsibilities

Own monthly and quarterly reporting across the active portfolio of solar lease, PPA, and battery storage transactions.
Build reporting templates and data delivery frameworks for new deals at close.
Track portfolio performance metrics and surface insights to leadership and stakeholders.
Support investor relations with tax equity partners and institutional investors; prepare data packages for calls and reviews.
Develop and improve data flows; leverage BI tools to automate reporting workflows; apply AI where appropriate.