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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 across 30+ states.
Palmetto Capital, a branch focused on democratizing renewable energy financing, is seeking a Portfolio Management Analyst to join the Capital Markets team. This individual contributor role will own the reporting and data infrastructure that keeps Palmetto's active financing portfolio clear and accessible to investors, partners, and internal stakeholders.
Key responsibilities include:
**Reporting and Portfolio Management:**
- 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
**Investor Relations Support:**
- 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
**Data Infrastructure and Automation:**
- Identify gaps and inefficiencies in existing reporting processes and build solutions
- Develop and improve data flows between internal systems, ensuring reporting inputs are clean, reliable, and timely
- Leverage Microsoft Fabric and other BI tools to create scalable, repeatable reporting workflows
- Apply AI-assisted tools and automation where appropriate to reduce manual work and increase reporting quality
You will partner across Data Analytics, Operations, Finance, and Accounting teams.
**Requirements:**
Required:
- 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—complex models, data tables, and data manipulation should be second nature
- Strong communication skills; comfortable presenting data clearly to investors and senior leadership
- Self-directed and organized; take ownership of deliverables and follow through independently
- Comfortable working in a fast-moving environment where priorities shift and ambiguity is part of the job
Preferred:
- Experience in solar, clean energy, or consumer financial products
- Exposure to tax equity, securitization, or other structured finance products
- Proficiency with Microsoft Fabric; experience with Power BI or comparable BI tools
- Experience using AI tools to build or automate reporting and data workflows
- Familiarity with investor reporting obligations for institutional or tax equity investors
