Senior Capital Markets Analyst

The role

The Senior Capital Markets Analyst will support capital markets activities including reporting, data operations, and business analysis. This individual contributor role advances Palmetto Finance's funding strategies by connecting the capital markets function with internal business teams.

What you will do

• Own monthly and quarterly reporting across Palmetto's capital markets funding structures
• Download, manage, and analyze large datasets to support fund reporting and investor requirements
• Build and maintain reporting templates for new and existing funding structures
• Partner with technology teams to drive automation over time
• Develop a deep understanding of how solar loan origination, customer relationships, and financing products connect to capital markets activity
• Support FP&A, treasury, and cash forecasting activities
• Liaise with Corporate Finance, Treasury, Asset Management, and Accounting
• Identify opportunities to improve reporting workflows, data processes, and cross-functional efficiency
• Build and maintain strong working relationships with internal teams

Required qualifications

• Bachelor's degree in Finance, Economics, Business, or related field
• 1–3+ years of experience in a finance, analytics, or business operations role
• Strong business acumen
• Solid analytical and Excel skills
• Comfortable working with large datasets and building structured, repeatable reporting outputs
• Proactively takes ownership of tasks, follows through independently, and coordinates across teams
• Highly motivated and able to thrive in a fast-paced, customer-centric environment
• Strong interpersonal and communication skills

Nice to have

• residential solar, FP&A, treasury, investor relations, or utility experience
• experience with Microsoft Fabric or similar data platforms

Benefits

• unlimited PTO
• medical, dental, and vision coverage
• paid parental leave
• retirement plans

Before you apply

• Employment is contingent on the successful completion of a background check

About the company

Palmetto is a consumer energy platform that provides homeowners with a single destination to discover, purchase, finance, install, monitor and manage home energy products and services. The company serves hundreds of thousands of homeowners across 30+ states.