Solar Finance Portfolio Analyst | Data & Investor Reporting

Palmetto-Clean-Technology; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Job summary

Palmetto is seeking a Portfolio Management Analyst on the Capital Markets team to own monthly and quarterly reporting across a growing solar lease, PPA, and battery storage portfolio. You will build reporting frameworks, improve data flows across Finance and Accounting, and support investor relations with tax equity and institutional partners.

This is an individual contributor role reporting to the Manager, Capital Markets.

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 — fluent, with complex models, data tables and manipulation.
• Strong communication skills; comfortable presenting data to investors and senior leadership.
• Self-directed and organized — take ownership of deliverables without step-by-step management.
• Comfortable in a fast-moving environment where priorities shift and ambiguity is common.

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.
• 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.
• Identify gaps and inefficiencies in reporting processes and build data workflows; leverage BI tools and automation.

Skills

Advanced Excel

Data visualization

Strong communication

Self-directed

Education

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

Tools

Microsoft Fabric

Power BI

Job description

Palmetto is seeking a Portfolio Management Analyst on the Capital Markets team to own monthly and quarterly reporting across a growing solar lease, PPA, and battery storage portfolio. You will build reporting frameworks, improve data flows across Finance and Accounting, and support investor relations with tax equity and institutional partners.

This is an individual contributor role reporting to the Manager, Capital Markets.