Solar Financing Portfolio Analyst & Investor Reporting

Palmetto; New York (NY); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Palmetto is seeking a Portfolio Management Analyst on the Capital Markets team to own monthly and quarterly reporting for the active financing portfolio and to build scalable data workflows. You will support investor relations with tax equity and institutional partners, while improving data flows across internal systems using BI tools.

This role reports to the Manager, Capital Markets and partners with Data Analytics, Operations, Finance, and Accounting.

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 with complex models, data tables, and data manipulation.
• Strong communication skills; comfortable presenting data clearly to investors and senior leadership.
• Self-directed and organized; take ownership of deliverables and follow through.

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.
• Support investor relations with tax equity partners and institutional investors; prepare materials for calls and reviews.
• Improve data flows between internal systems and leverage BI tools to automate reporting.

Skills

Advanced Excel

Strong communication

Self-directed

Organization

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 for the active financing portfolio and to build scalable data workflows. You will support investor relations with tax equity and institutional partners, while improving data flows across internal systems using BI tools.

This role reports to the Manager, Capital Markets and partners with Data Analytics, Operations, Finance, and Accounting.