Palmetto Clean Technology

Portfolio Management Analyst

1616 Camden Rd Charlotte, NC 28203 · Contract

Sponsorship not specifiedDetected 9 days ago

Data AnalysisData VisualizationAccountingExcelLeadershipCommunicationCollaborationPublic SpeakingRenewable Energy

About the role

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 prioritizes people, planet, and profit-backed by a culture that values collaboration, impact, and balance.

Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact-without compromising value.
We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.
Join us in building a brighter, cleaner world.
Our portfolio of solar lease, PPA, and battery storage products is growing - and so is the infrastructure needed to manage it well.
You will partner across Data Analytics, Operations, Finance, and Accounting.
Partner with the Manager, Capital Markets to ensure investor communication is timely, accurate, and well-organized

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
Experience in solar, clean energy, or consumer financial products
Proficiency with Microsoft Fabric; experience with Power BI or comparable BI tools a plus

Track portfolio performance metrics and surface meaningful insights to internal leadership and external stakeholders
Apply AI-assisted tools and automation where appropriate to reduce manual work and increase reporting quality

Prepare materials and data packages for investor calls, annual reviews, and ad hoc requests

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.
We provide homeowners with financial products to benefit from solar power, home efficiency products, and energy storage systems.
Serve as a consistent point of contact for reporting-related inquiries from tax equity partners and institutional investors
Exposure to tax equity, securitization, or other structured finance products

With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer.

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.

This listing is sourced directly from Palmetto Clean Technology's careers page and normalized into a canonical job model.