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greenhouse

Portfolio Management Analyst

Palmetto Clean Technology
New York, USA
Junior · 1–3 years experience
Onsite
Discovered 3 weeks ago
excelpower-bi

Full Job Posting

Location

  • This position will be based in either New York, NY or Charlotte, NC.
  • Reporting
  • This position will report to the Manager, Capital Markets.
  • Summary of Role
  • 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.
  • Strategic & Tactical
  • Reporting and portfolio management:
  • 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
  • Investor relations support:
  • 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
  • Data infrastructure and automation:
  • 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

Qualifications

  • Required:
  • 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
  • Preferred:
  • 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
  • Employment is contingent upon the successful completion of a background check.
  • Equal Employment Opportunity
  • Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law.
  • To ensure a fair evaluation, we may use AI to assist in sorting applications, but all final decisions are made by our hiring team and no candidate dispositions are automated. We will keep your information on file for four years from the date of your application. For detailed information about how we handle your data and our use of AI, please review our full privacy policy.
  • For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy

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