Senior Capital Markets Analyst

Palmetto Clean Technology

$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, Business or related field.
  • 1-3+ years in finance, analytics, or business operations; experience in residential solar, FP&A, treasury or investor relations preferred.
  • Strong understanding of business operations and ability to connect financial data to operational reality.
  • Proficient in analytical and Excel skills; familiarity with Microsoft Fabric or similar data platforms is a plus.
  • Experience in managing large datasets and creating structured reporting outputs.
  • Self-motivated with a proactive approach to task ownership and cross-team coordination.
  • Excellent interpersonal and communication skills for effective collaboration across teams.

Responsibilities

  • Own monthly and quarterly capital markets reporting, including tax equity funds and ABS issuances.
  • Manage and analyze large datasets for fund reporting and investor requirements.
  • Create and maintain reporting templates, focusing on automation in partnership with technology teams.
  • Develop a deep understanding of how solar loan origination and financing connect to capital markets activity.
  • Support FP&A, treasury, and cash forecasting related to capital markets activities.
  • Collaborate with Corporate Finance, Treasury, Asset Management, and Accounting for alignment on Palmetto Finance matters.
  • Identify opportunities to enhance reporting workflows and cross-functional efficiency.

Benefits

  • Opportunity to work in a dynamic capital markets setting.
  • Engage with multiple internal teams and functions, enhancing collaboration skills.
  • Room for professional growth and exposure to various areas of finance and operations.
  • Participation in innovative projects that leverage technology in finance reporting.
  • Access to a supportive work culture that values strong communication and teamwork.
Full Job Description
Location

This position will be based in New York, NY or Charlotte, NC.

Reporting

This role will report to the Manager, Capital Markets.

Summary of Role

The Senior Capital Markets Analyst will support capital markets activities spanning reporting, data operations, and business analysis to advance Palmetto Finance's funding strategies. This person will be a critical connector between the capital markets function and internal business teams, bringing a strong understanding of the business alongside sharp analytical and technical skills. This is an individual contributor role.

Strategic & Tactical
  • Own monthly and quarterly reporting across Palmetto's capital markets funding structures, including tax equity funds, ABS issuances, and warehouse facilities
  • Download, manage, and analyze large datasets to support fund reporting and investor requirements
  • Build and maintain reporting templates for new and existing funding structures, partnering with technology teams to drive automation over time
  • Develop a deep understanding of Palmetto's business, including how solar loan origination, customer relationships, and financing products connect to capital markets activity
  • Support FP&A, treasury, and cash forecasting activities as they relate to Palmetto Finance
  • Liaise with Corporate Finance, Treasury, Asset Management, and Accounting to ensure transparency and alignment on all things Palmetto Finance
  • Identify opportunities to improve reporting workflows, data processes, and cross-functional efficiency
  • Build and maintain strong working relationships with internal teams including Data Analytics, Operations, and Technology

Qualifications
  • Bachelor's degree in Finance, Economics, Business, or related field
  • 1-3+ years of experience in a finance, analytics, or business operations role; residential solar, FP&A, treasury, investor relations, or utility experience strongly preferred
  • Strong business acumen; you understand how a business works and can connect financial data to operational reality
  • Solid analytical and Excel skills; experience with Microsoft Fabric or similar data platforms is a strong plus
  • Comfortable working with large datasets and building structured, repeatable reporting outputs
  • Proactively takes ownership of tasks, follows through independently, and coordinates across teams to get things done
  • Highly motivated and able to thrive in a fast-paced, customer-centric environment where priorities shift quickly
  • Strong interpersonal and communication skills; can work across finance, technology, and operations teams effectively


Employment is contingent upon the successful completion of a background check.

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