Capital Markets (Senior) Analyst
Capital Markets (Senior) Analyst
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Job Description
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 impactwithout 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 packageincluding unlimited PTO medical dental and vision coverage paid parental leave retirement plans and moreso you can have it all both personally and professionally. Palmetto prioritizes people planet and profitbacked by a culture that values collaboration impact and balance. Join us in building a brighter cleaner world.
Location
This position will be based in Charlotte NC
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 / 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
- Bachelors degree in Finance Economics or related field; masters 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: Experience:
IC
Employment Type
Full Time
Key Skills
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