Capital Markets Associate - Tax Equity

The role

This role focuses on sourcing and structuring new capital opportunities by building and stress-testing financial models. The person will also support the execution of structured finance transactions and contribute to strategic analysis for Palmetto's capital position.

What you will do

• Build financial models from scratch for capital structures and financing products
• Run scenario and sensitivity analyses to pressure-test new structures
• Review and refine models built by senior team members
• Evaluate new business opportunities through structuring and financial analysis
• Meet with prospective investors to explore new capital opportunities
• Develop and own complex project finance models in Excel
• Support execution of debt, tax equity, and structured finance transactions
• Conduct pricing analysis on financing structures and capital products
• Maintain deal-tracking and transaction models
• Support due diligence, term sheet review, and closing processes

Required qualifications

• Bachelor's degree in Finance, Economics, Accounting, Mathematics, Engineering, or a related field
• 2-4+ years of experience in project finance, structured finance, investment banking, or capital markets
• Heavy, hands-on project finance and modeling experience
• Advanced Excel modeling skills
• Experience running scenario and sensitivity analysis on new or novel financing structures
• Strong analytical and quantitative skills
• Ability to manage multiple transactions and workstreams simultaneously
• Excellent communication skills

Nice to have

• MBA/CFA
• Exposure to debt, equity, tax equity, or ABS transaction structuring
• Solar or renewables experience

Benefits

• Unlimited PTO
• Medical coverage
• Dental coverage
• Vision coverage
• Paid parental leave
• Retirement plans

Before you apply

• Employment is contingent upon 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.