Capital Markets Associate, Structured Finance

Palmetto Clean Technology

$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, or related field; Master's or MBA preferred.
  • 3-5+ years of experience in banking or capital markets; solar and structured finance experience preferred.
  • Strong analytical skills and understanding of the macroeconomic landscape.
  • Proven ability to identify and implement process improvements.
  • Adaptable and thrives in a fast-paced, customer-focused environment.
  • Collaborative, able to work with various internal departments.
  • Excellent interpersonal and communication skills, capable of presenting to diverse audiences.

Responsibilities

  • Develop and execute Excel financial models for Tax Equity and Debt funding.
  • Lead the entire process of tax equity, debt, and equity funding with external stakeholders.
  • Prepare and report financial information to key stakeholders, collaborating with technology for automation.
  • Enhance and streamline existing processes in partnership with Data Analytics and Operations teams.
  • Liaise with Corporate Finance, Treasury, Asset Management, and Accounting for transparency and partnership.
  • Build and maintain relationships with key banks and external partners.
  • Anticipate and address customer needs to provide tailored financial solutions.

Benefits

  • Opportunity to work in a rapidly growing sector focused on renewable energy.
  • Access to proprietary platforms and financial products.
  • Collaboration with a variety of internal teams enhancing professional growth.
  • Focus on customer experience and satisfaction.
  • Engagement in innovative capital markets activities.
Full Job Description
Location

This position will be based in Charlotte, NC.

Reporting

This role will report to the Director, Capital Markets.

Department Description

Palmetto Capital is a branch of Palmetto focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power, home efficiency products, and energy storage systems. We empower solar sales professionals and solar installation companies with access to our proprietary platform, financing, customer management system, and milestone submission system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. Palmetto Finance is growing rapidly and is prepared to continue growth.

Summary of Role

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.

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

Qualifications
  • Bachelor's degree in Finance, Economics, or related field; Master's or MBA a plus
  • 3-5+ years of experience in banking or capital markets; solar industry and structured finance 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.

Similar Jobs

More Jobs at Palmetto Clean Technology

More Finance & Insurance Jobs

Find similar Capital Markets Associate, Structured Finance jobs: