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Palmetto Clean Technology

Capital Markets Analyst / Associate

Remote

AI overview

The role involves leading capital markets activities including tax equity and debt funding, financial modeling, and collaborating cross-functionally to enhance operational efficiency.

Company Description

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all. 

Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.

Location

This position will be based remotely in the US.

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 Analyst / Associate (we could hire at either level depending on experience!) 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
  • 1-3+ (Analyst) or 3-5+ (Associate) years of experience in banking or capital markets; solar industry experience 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. 

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.

For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy

Perks & Benefits Extracted with AI

  • Health Insurance: comprehensive benefits package—including medical, dental, and vision coverage
  • Paid Parental Leave: comprehensive benefits package—including paid parental leave
  • Paid Time Off: Palmetto offers a comprehensive benefits package—including unlimited PTO
Palmetto Clean Technology

Join us! We’re looking for new teammates to join us in leading the world towards a clean energy future.  We believe we can stop climate change by enabling the mass adoption of clean energy. This requires urgency and change on a massive scale but technology advancements have put it within reach. Our technology platform is designed to accelerate the mass adoption of clean energy by making it easier for homeowners to choose renewable energy sources, enable businesses to grow, and to drive environmental impact at scale.  Mission-driven. Human focused.  We believe people thrive when they are in a role where they can grow and challenge themselves. We value collaboration and give our teams complex problems to solve and the space to do it.  Focused on YOU. Our benefits start with comprehensive health coverage, unlimited PTO, professional development and student loan repayment programs, stock options, 401(k), generous parental leave, and even pet insurance.  View our current openings. 

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Salary
$1 – $100,000 per year
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