Capital Markets Analyst / Associate

Palmetto Clean Technology•Charlotte, NC

6d•Onsite

About The Position

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all. Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world. The Capital Markets Analyst / Associate (we could hire at either level depending on experience!) will be responsible for capital markets activities spanning across capital raising, execution, and modeling work to support the advancement of those opportunities. This is an individual contributor role. Strategic & Tactical Focus on developing and executing Excel financial models to support Tax Equity and Debt capital funding Lead the execution of tax equity, debt, and equity funding processes with external stakeholders Responsible for reporting associated with Palmetto Finance to key financial stakeholders, while partnering with technology teams to ensure automation on reports Utilizes skills to enhance existing processes and workflows for more efficiency, partnering closely with other teams e.g. Data Analytics, Operations, etc Liaisons with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency on all things Palmetto Finance Builds and maintains strong relationships with key banks and other key external partners Is highly attuned to customer needs and requirements, and can anticipate their needs, and provide tailored solutions to meet their objectives

Requirements

Bachelor’s degree in Finance, Economics, or related field; Master’s or MBA a plus
1-3+ (Analyst) or 3-5+ (Associate) years of experience in banking or capital markets; solar industry experience strongly preferred
Strong business acumen and analytical skills with deep understanding of the macroeconomic landscape
Proactively identifies improvement opportunities across systems and processes, and implements solutions and updates them
Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
Collaborates seamlessly with internal teams in Finance & Accounting, Technology etc.
Strong interpersonal and communication (verbal and written) skills; can present to varying audiences and leaders
Employment is contingent upon the successful completion of a background check.

Responsibilities

Strategic & Tactical Focus on developing and executing Excel financial models to support Tax Equity and Debt capital funding
Lead the execution of tax equity, debt, and equity funding processes with external stakeholders
Responsible for reporting associated with Palmetto Finance to key financial stakeholders, while partnering with technology teams to ensure automation on reports
Utilizes skills to enhance existing processes and workflows for more efficiency, partnering closely with other teams e.g. Data Analytics, Operations, etc
Liaisons with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency on all things Palmetto Finance
Builds and maintains strong relationships with key banks and other key external partners
Is highly attuned to customer needs and requirements, and can anticipate their needs, and provide tailored solutions to meet their objectives