Senior Capital Markets Analyst
- Location
- New York, NY
- Job type
- Full-time
- Level
- Senior
- Experience
- 1+ year
- Education
- Bachelor's degree
- Listed
- 31 days ago
Skills & highlights for this role
- financial reporting
- Excel
- large dataset analysis
- business operations analysis
Also useful
- Microsoft Fabric
- tax equity
- ABS issuance
Stated benefits & perks
- Medical
- Dental
- Vision
- Retirement plan
- Unlimited pto
Location
This position will be based in New York, NY or Charlotte, NC.
Reporting
This role will report to the Manager, Capital Markets.
Summary of Role
The Senior Capital Markets Analyst will support capital markets activities spanning reporting, data operations, and business analysis to advance Palmetto Finance's funding strategies. This person will be a critical connector between the capital markets function and internal business teams, bringing a strong understanding of the business alongside sharp analytical and technical skills. This is an individual contributor role.
Strategic & Tactical
- Own monthly and quarterly reporting across Palmetto's capital markets funding structures, including tax equity funds, ABS issuances, and warehouse facilities
- Download, manage, and analyze large datasets to support fund reporting and investor requirements
- Build and maintain reporting templates for new and existing funding structures, partnering with technology teams to drive automation over time
- Develop a deep understanding of Palmetto's business, including how solar loan origination, customer relationships, and financing products connect to capital markets activity
- Support FP&A, treasury, and cash forecasting activities as they relate to Palmetto Finance
- Liaise with Corporate Finance, Treasury, Asset Management, and Accounting to ensure transparency and alignment on all things Palmetto Finance
- Identify opportunities to improve reporting workflows, data processes, and cross-functional efficiency
- Build and maintain strong working relationships with internal teams including Data Analytics, Operations, and Technology
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- 1-3+ years of experience in a finance, analytics, or business operations role; residential solar, FP&A, treasury, investor relations, or utility experience strongly preferred
- Strong business acumen; you understand how a business works and can connect financial data to operational reality
- Solid analytical and Excel skills; experience with Microsoft Fabric or similar data platforms is a strong plus
- Comfortable working with large datasets and building structured, repeatable reporting outputs
- Proactively takes ownership of tasks, follows through independently, and coordinates across teams to get things done
- Highly motivated and able to thrive in a fast-paced, customer-centric environment where priorities shift quickly
- Strong interpersonal and communication skills; can work across finance, technology, and operations teams effectively
Employment is contingent upon the successful completion of a background check.
Company Description
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. By offering one integrated platform across solar, battery storage, HVAC, heat pumps and more, Palmetto helps homeowners make home energy more affordable, reliable and accessible. Today Palmetto serves hundreds of thousands of homeowners, across 30+ states, building the operating infrastructure for the consumer energy transition, one home at a time.
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 package-including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more-so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit-backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.
Equal opportunity and legal notices
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.
To ensure a fair evaluation, we may use AI to assist in sorting applications, but all final decisions are made by our hiring team and no candidate dispositions are automated. We will keep your information on file for four years from the date of your application. For detailed information about how we handle your data and our use of AI, please review our full privacy policy.
From Palmetto Clean Technology's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Senior Capital Markets Analyst role at Palmetto Clean Technology, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
Tailor without inventing
Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.
Draft the full kit
Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.
1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Similar roles
All Financial Analyst jobs- Apple Ads, Financial AnalystApple · Cupertino
- Financial AnalystSpaceX · Hawthorne, CA · $85k – $140k/yr
- Financial AnalystDaniels Health · Sturtevant, WI
- Financial AnalystLennar · Miami, FL (Job Posting Location)
- Analyst Finance - CorporateTyson Foods · Corporate - Springdale, AR
- Senior Finance Business PartnerMaersk · Charlotte, NC
Common questions
Where is the Senior Capital Markets Analyst job at Palmetto Clean Technology located?
This Senior Capital Markets Analyst position at Palmetto Clean Technology is located in New York, NY. Always check Palmetto Clean Technology's application page for specific state eligibility or relocation policies.
What qualifications are required for Senior Capital Markets Analyst at Palmetto Clean Technology?
For the Senior Capital Markets Analyst role, Palmetto Clean Technology highlights 1+ year of relevant experience; a bachelor's degree; experience with financial reporting, Excel, large dataset analysis, business operations analysis. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Senior Capital Markets Analyst position at Palmetto Clean Technology?
This listing links directly to Palmetto Clean Technology's Greenhouse application page. You can apply directly on Palmetto Clean Technology's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.