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Capital Markets (Senior) Analyst

United States

Company Description

Recognized by Forbes as one of the fastest-growing private companies in the United States, Palmetto believes that choosing to source clean energy from renewable resources like solar power should be a right, not a privilege. As such, we connect homeowners with renewable energy options such as solar power and energy storage systems. Through our marketplace business model, we empower solar sales professionals and solar installation companies with access to our proprietary design platform, financing, customer management system, logistics, and project management. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our industry-leading Net Promoter Score.

Our employees are our most valuable resource. Palmetto has a promote-from-within culture for talent development. We offer excellent benefits such as unlimited vacation/PTO, medical, dental, and vision coverage, parental leave, and retirement plans.

Department Description

Palmetto Finance 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 / Senior Analyst (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+ 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

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