Senior Capital Markets Analyst

Palmetto

Senior Capital Markets Analyst managing capital markets activities for Palmetto Finance. Analyzing data operations and business analysis to drive funding strategies.

Posted 6/5/2026full-timeRemote • North Carolina • 🇺🇸 United StatesSenior💰 $132,000 - $178,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

unlimited PTO
medical coverage
dental coverage
vision coverage
paid parental leave
retirement plans
comprehensive benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisdata analysisreportingExceldata managementcapital marketsfund reportingcash forecastingautomationbusiness operations

Soft Skills

business acumeninterpersonal skillscommunication skillsownershipindependencecoordinationmotivationadaptabilitycross-functional collaborationcustomer-centric mindset