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
Portfolio Management Analyst (Capital Markets)
Builds
Monthly/quarterly reporting frameworks, data delivery pipelines, and investor materials for tax equity and institutional partners.
Domain
Renewable energy finance / Structured finance
Deliverable
dashboards & analysis
Required skills
Structured finance, Portfolio reporting, Advanced Excel, Data modeling, Investor relations, Process automation, SQL/BI tools, Stakeholder communication, Project management, Financial analysis
Preferred skills
Solar/clean energy experience, Tax equity, Microsoft Fabric, Power BI, AI tools for automation, Investor reporting obligations
Technologies
Microsoft Fabric, Power BI, Excel, SQL
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 point of contact for investor reporting inquiries; Develop and improve data flows between internal systems; Identify gaps in reporting processes and build automation solutions.