Portfolio Management Analyst
Core
Own reporting and data infrastructure for Palmetto's active financing portfolio of solar leases, PPAs, and battery storage to serve investors and internal stakeholders.
Role type
Individual contributor portfolio management analyst
Builds
Monthly/quarterly reporting frameworks and data delivery pipelines for clean energy financing deals
Domain
Clean energy / Renewable energy finance / Structured finance
Deliverable
Dashboards & analysis
Required skills
Structured finance knowledge, Portfolio reporting, Advanced Excel, Data modeling, Investor relations support, Process automation
Preferred skills
Solar/clean energy industry experience, Tax equity or securitization exposure, Microsoft Fabric, Power BI, AI-assisted workflow automation
Technologies
Microsoft Fabric, Power BI, Excel
Responsibilities
Own monthly and quarterly reporting deliverables across the active portfolio; Build reporting templates and data delivery frameworks for new deals; Track portfolio performance metrics and surface insights; Serve as a point of contact for investor reporting inquiries; Identify gaps in reporting processes and build automation solutions; Develop and improve data flows between internal systems.
Seniority
Junior to Mid-level, hands-on IC