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Portfolio Management Analyst at Palmetto Clean Technology - ApplyBlast

Portfolio Management Analyst

Palmetto Clean Technology

1 month ago

Charlotte, North Carolina, United States

Onsite

Full Time

Junior

2 applicants

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About this role

The Portfolio Management Analyst on the Capital Markets team owns the reporting and data infrastructure for Palmetto's active financing portfolio, ensuring data is clear and accessible to investors, partners, and internal stakeholders. The role involves completing monthly and quarterly reports, building reporting frameworks for new transactions, and supporting investor relations with tax equity and institutional partners. This individual contributor position partners across Data Analytics, Operations, Finance, and Accounting to improve data flows and reporting processes.

Responsibilities

Own monthly and quarterly reporting deliverables across active financing portfolio
Build reporting templates and data delivery frameworks for new transactions
Support investor relations with tax equity and institutional partners

Skills

Qualifications

Bachelor's degree in Finance, Economics, Accounting, or a related field

About Palmetto Clean Technology

palmetto.com

Palmetto is a consumer-focused clean energy company that helps homeowners save on electricity by designing, financing, and installing residential solar systems, battery storage, and other clean technologies. It provides end-to-end services — site design, permitting, professional installation, monitoring and long‑term system support — plus financing options to make solar affordable. Palmetto also offers a mobile app for energy monitoring, rewards and account management, positioning itself as a trusted partner for customers transitioning to clean energy. The company emphasizes ease, savings, and ongoing service to simplify going solar.