Capital Markets Analyst
Skills
- Advanced financial modeling and Excel skills
- Knowledge of tax equity, debt structures, and capital markets
- Strong analytical and macroeconomic awareness
- Experience with financial reporting and automation initiatives
- Ability to manage external stakeholders and banking relationships
- Excellent verbal and written communication
- Cross-functional collaboration with finance, operations, and technology teams
Responsibilities
- Develop and execute Excel-based financial models supporting tax equity, debt, and equity funding
- Lead execution of tax equity, debt, and equity funding processes with external partners
- Prepare and maintain reports for Palmetto Finance and partner with technology teams to automate reporting
- Improve and streamline processes and workflows in collaboration with Data Analytics and Operations
- Coordinate with Corporate Finance, Treasury, Asset Management, and Accounting to ensure transparency and alignment
- Build and maintain relationships with banks and external financing partners
- Anticipate customer and partner needs and deliver tailored financing solutions
Education
- Bachelor's degree in Finance, Economics, or related field required
- Master's degree or MBA preferred
Benefits
- Unlimited PTO
- Medical, dental, and vision coverage
- Paid parental leave
- Retirement plans
- Career development and promote-from-within culture
- Flexible remote work
Average salary estimate
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