Palmetto

Capital Markets Analyst – Associate

Palmetto

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $1 - $100,000 per year

About the role

  • Focus on developing and executing Excel financial models to support Tax Equity and Debt capital funding
  • Lead the execution of tax equity, debt, and equity funding processes with external stakeholders
  • Responsible for reporting associated with Palmetto Finance to key financial stakeholders, while partnering with technology teams to ensure automation on reports
  • Utilizes skills to enhance existing processes and workflows for more efficiency, partnering closely with other teams e.g. Data Analytics, Operations, etc
  • Liaisons with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency on all things Palmetto Finance
  • Builds and maintains strong relationships with key banks and other key external partners
  • Is highly attuned to customer needs and requirements, and can anticipate their needs, and provide tailored solutions to meet their objectives

Requirements

  • Bachelor’s degree in Finance, Economics, or related field; Master’s or MBA a plus
  • 1-3+ (Analyst) or 3-5+ (Associate) years of experience in banking or capital markets; solar industry experience preferred
  • Strong business acumen and analytical skills with deep understanding of the macroeconomic landscape
  • Proactively identifies improvement opportunities across systems and processes, and implements solutions and updates them
  • Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
  • Collaborates seamlessly with internal teams in Finance & Accounting, Technology etc.
  • Strong interpersonal and communication (verbal and written) skills; can present to varying audiences and leaders.
Benefits
  • unlimited PTO
  • medical, dental, and vision coverage
  • paid parental leave
  • retirement plans
  • comprehensive benefits package
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Excel financial modelsTax equity fundingDebt fundingEquity fundingData analyticsProcess improvementFinancial reportingAutomationAnalytical skillsBusiness acumen
Soft Skills
Interpersonal skillsCommunication skillsCustomer-centricCollaborationRelationship buildingProactive problem solvingAdaptabilityMotivationPresentation skillsTeamwork
Certifications
Bachelor’s degree in FinanceBachelor’s degree in EconomicsMaster’s degreeMBA