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Palmetto is a leading clean tech company democratizing renewable energy through software, financial products, and services. Palmetto Capital finances solar leases, PPAs, and battery storage systems for homeowners and businesses.
The Portfolio Management Analyst will own reporting and data infrastructure for Palmetto's active financing portfolio, ensuring clarity and accessibility for investors, partners, and internal stakeholders. This individual contributor role reports to the Manager, Capital Markets and partners across Data Analytics, Operations, Finance, and Accounting.
Key responsibilities include:
**Reporting & Portfolio Management:** 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 in partnership with deal execution and legal teams. Track portfolio performance metrics and surface 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 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 & 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 to reduce manual work and increase reporting quality.
Required qualifications: Bachelor's degree in Finance, Economics, Accounting, or related field. 1-3 years of experience in structured finance, asset management, portfolio reporting, or similar analytical role. Advanced Excel skills with fluency in complex models, data tables, and data manipulation. Strong communication skills comfortable presenting data to investors and senior leadership. Self-directed and organized with ownership of deliverables. Comfortable in fast-moving environments with shifting priorities and ambiguity.
Preferred: Experience in solar, clean energy, or consumer financial products. Exposure to tax equity structures or institutional financing.
