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← Palmetto Clean Technology

Portfolio Management Analyst

Palmetto Clean Technology
Location
1616 Camden Rd Charlotte, NC 28203; New York, NY, USA
Posted
1 month ago
Department
Capital Markets
What they actually want (must-haves)
  • 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
  • Strong communication skills
  • Self-directed and organized
  • Comfortable working in a fast-moving environment with shifting priorities
Nice to have
  • 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
  • Experience using AI tools to build or automate reporting and data workflows
  • Familiarity with investor reporting obligations for institutional or tax equity investors
What the job really is

The Portfolio Management Analyst will manage the reporting and data infrastructure for Palmetto's financing portfolio, ensuring clarity and accessibility for investors and stakeholders. Responsibilities include producing monthly and quarterly reports, building reporting frameworks for new transactions, and supporting investor relations. The role requires collaboration with various teams and focuses on improving data flows and reporting processes.

Benefits
  • Unlimited PTO
  • Medical, dental, and vision coverage
  • Paid parental leave
  • Retirement plans
Things to weigh
  • No salary listed
  • Individual contributor role may limit mentorship opportunities
  • Fast-moving environment may lead to shifting priorities and ambiguity
Job score2.8/5
Benefits2/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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