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Palmetto is a consumer energy platform helping homeowners discover, purchase, finance, install, monitor and manage home energy products and services—including solar, battery storage, HVAC, and heat pumps. The company serves hundreds of thousands of homeowners across 30+ states and is building the operating infrastructure for the consumer energy transition.
The Capital Markets Associate will join Palmetto's corporate strategy and structured finance team, reporting to the Manager of Strategy, New Opportunities & Analytics. This is a versatile, high-impact role at the center of capital structuring and financial modeling work.
Key responsibilities span three main areas:
**New Capital Opportunities (~50%):** Build financial models from scratch for novel capital structures and financing products never before executed in the market. Run scenario and sensitivity analyses to pressure-test new structures and identify optimal capital mixes. Review and refine models built by senior team members for accuracy and rigor. Evaluate new business opportunities through structuring and financial analysis. Meet with prospective investors to explore new capital opportunities and financing facilities.
**Financial Modeling & Structured Finance Execution (~25%):** Develop and own complex project finance models (Excel) supporting tax equity, debt, ABS, and other structured capital vehicles. Support execution of debt, tax equity, and structured finance transactions, working directly with banks, investors, and legal counsel. Conduct pricing analysis on financing structures and capital products. Maintain deal-tracking and transaction models across live and prospective financings. Support due diligence, term sheet review, and closing processes. Own recurring financial reporting for key stakeholders, partnering with technology teams to automate where possible. Build and maintain relationships with banks, tax equity investors, and external capital partners.
**Strategy & Analytics (~25%):** Analyze market, competitor, and macroeconomic trends to inform financing and capital structure decisions. Contribute to board-level and executive materials connecting capital structuring work to broader growth strategy. Assess the company's future capital position and financing needs, incorporating legislative and regulatory considerations. Drive pricing initiatives across financing structures and capital products.
**Collaboration & Continuous Improvement:** Partner closely with FP&A, Treasury, and Accounting. Identify and implement improvements to capital markets and modeling processes. Anticipate needs of capital partners and internal stakeholders, proposing tailored solutions.
The role demands precision, attention to detail, and the ability to manage multiple transactions and workstreams simultaneously in a fast-paced environment.
**Requirements:**
- Bachelor's degree in Finance, Economics, Accounting, Mathematics, Engineering, or related field; MBA/CFA a plus
- 2-4+ years of experience in project finance, structured finance, investment banking, or capital markets; heavy, hands-on project finance and modeling experience required
- Advanced Excel modeling skills with a track record of building and maintaining complex project finance models (e.g., tax equity, structured debt, ABS, LBO)
- Demonstrated experience running scenario and sensitivity analysis on new or novel financing structures
- Exposure to debt, equity, tax equity, or ABS transaction structuring preferred; solar or renewables experience a plus
- Strong analytical and quantitative skills with close attention to detail in financial modeling
- Ability to manage multiple transactions and workstreams simultaneously in a fast-paced environment
- Excellent communication skills with the ability to present analysis clearly to senior stakeholders
- Highly motivated, collaborative, and comfortable operating with some ambiguity
