Portfolio Management Analyst

Palmetto Clean Technology•Charlotte, NC

2d•Onsite

About The Position

The Portfolio Management Analyst on the Capital Markets team will own the reporting and data infrastructure that keeps Palmetto's active financing portfolio clear and accessible to investors, partners, and internal stakeholders. You will be responsible for completing monthly and quarterly reports across existing deals, building reporting frameworks for new transactions as they close, supporting investor relations with our tax equity and institutional partners, and improving the data flows that make all of this work. This is an individual contributor role. You will partner across Data Analytics, Operations, Finance, and Accounting.

Requirements

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 — you should be fluent, not just functional; complex models, data tables, and data manipulation are second nature to you
Strong communication skills; comfortable presenting data clearly to investors and senior leadership
Self-directed and organized — you take ownership of deliverables and follow through without being managed step by step
Comfortable working in a fast-moving environment where priorities shift and ambiguity is part of the job

Nice To Haves

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 a plus
Experience using AI tools to build or automate reporting and data workflows
Familiarity with investor reporting obligations for institutional or tax equity investors

Responsibilities

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
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
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