Capital Markets Associate, Structured Finance

Palmetto Clean Technology•Charlotte, NC

9d•Onsite

About The Position

The Capital Markets Associate 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. The role focuses on developing and executing Excel financial models to support Tax Equity and Debt capital funding. The Associate will lead the execution of tax equity, debt, and equity funding processes with external stakeholders. Responsibilities include reporting associated with Palmetto Finance to key financial stakeholders, while partnering with technology teams to ensure automation on reports. The role utilizes skills to enhance existing processes and workflows for more efficiency, partnering closely with other teams such as Data Analytics and Operations. The Associate will liaise with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency on all aspects of Palmetto Finance. Building and maintaining strong relationships with key banks and other external partners is crucial. The role requires being highly attuned to customer needs and requirements, anticipating their needs, and providing tailored solutions to meet their objectives.

Requirements

Bachelor’s degree in Finance, Economics, or related field
3-5+ years of experience in banking or capital markets
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.

Nice To Haves

Master’s or MBA a plus
Solar industry and structured finance experience strongly preferred

Responsibilities

Developing and executing Excel financial models to support Tax Equity and Debt capital funding
Leading 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
Utilizing skills to enhance existing processes and workflows for more efficiency, partnering closely with other teams e.g. Data Analytics, Operations, etc
Liaising with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency on all things Palmetto Finance
Building and maintaining strong relationships with key banks and other key external partners
Being highly attuned to customer needs and requirements, and can anticipate their needs, and provide tailored solutions to meet their objectives