Portfolio Management Analyst

Full Timeentry

1616 Camden Rd Charlotte, NC 28203Posted 8 days ago

Role Overview

Palmettocleantech is hiring a entry-level Portfolio Management Analyst. This is a full-time role in 1616 Camden Rd Charlotte, NC 28203. posted last week. Full responsibilities, required qualifications, and the apply link are listed in the description below.

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Job description

Company Description

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.

Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.

Department Description

Palmetto Capital is a branch of Palmetto focused on the democratization of the renewable energy industry. We provide homeowners with financial products to benefit from solar power, home efficiency products, and energy storage systems. We empower solar sales professionals and installation companies with access to our proprietary platform, financing, customer management tools, and milestone submission systems. Our portfolio of solar lease, PPA, and battery storage products is growing — and so is the infrastructure needed to manage it well.

Location

This position will be based in Charlotte, NC.

Reporting

This position will report to the Manager, Capital Markets.

Summary of Role

The Portfolio Management Analyst on the Capital Markets team will own the reporting and data infrastructure that keeps Palmetto's active financing portfolio clear and accessible to investors, partners, and internal stakeholders. You will be responsible for completing monthly and quarterly reports across existing deals, building reporting frameworks for new transactions as they close, supporting investor relations with our tax equity and institutional partners, and improving the data flows that make all of this work.

This is an individual contributor role. You will partner across Data Analytics, Operations, Finance, and Accounting.

Strategic & Tactical

Reporting and portfolio management:

Own monthly and quarterly reporting deliverables across the active portfolio of solar lease, PPA, and battery storage transactions
Build reporting templates and data delivery frameworks for new deals at close, in partnership with deal execution and legal teams
Track portfolio performance metrics and surface meaningful insights to internal leadership and external stakeholders
Maintain organized, audit-ready records across all active financing relationships

Investor relations support:

Serve as a consistent point of contact for reporting-related inquiries from tax equity partners and institutional investors
Prepare materials and data packages for investor calls, annual reviews, and ad hoc requests
Partner with the Manager, Capital Markets to ensure investor communication is timely, accurate, and well-organized

Data infrastructure and automation:

Identify gaps and inefficiencies in existing reporting processes and build solutions
Develop and improve data flows between internal systems, ensuring reporting inputs are clean, reliable, and timely
Leverage Microsoft Fabric and other BI tools to create scalable, repeatable reporting workflows
Apply AI-assisted tools and automation where appropriate to reduce manual work and increase reporting quality

Qualifications

Required:

Bachelor's degree in Finance, Economics, Accounting, or a related field
1-3 years of experience in structured finance, asset management, portfolio reporting, or a similar analytical role
Advanced Excel skills — you should be fluent, not just functional; complex models, data tables, and data manipulation are second nature to you
Strong communication skills; comfortable presenting data clearly to investors and senior leadership
Self-directed and organized — you take ownership of deliverables and follow through without being managed step by step
Comfortable working in a fast-moving environment where priorities shift and ambiguity is part of the job

Preferred:

Experience in solar, clean energy, or consumer financial products
Exposure to tax equity, securitization, or other structured finance products
Proficiency with Microsoft Fabric; experience with Power BI or comparable BI tools a plus
Experience using AI tools to build or automate reporting and data workflows
Familiarity with investor reporting obligations for institutional or tax equity investors

Employment is contingent upon the successful completion of a background check.

Equal Employment Opportunity

Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law.

For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy

About Palmettocleantech

Palmettocleantech

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Frequently Asked Questions

How do I apply for the Portfolio Management Analyst position at Palmettocleantech?

Use the Apply button above to submit your application directly to Palmettocleantech. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.

Where is the Portfolio Management Analyst position at Palmettocleantech located?

This position is based in 1616 Camden Rd Charlotte, NC 28203. Palmettocleantech has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.

What does a Portfolio Management Analyst at Palmettocleantech earn?

Palmettocleantech has not disclosed a salary range in this posting. Many employers share specifics later in the interview process; you can also ask during a recruiter screen if compensation transparency is important to you.

When was the Portfolio Management Analyst role at Palmettocleantech posted?

This role was posted on July 13, 2026 (8 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.

Is the Portfolio Management Analyst role at Palmettocleantech entry-level?

Yes. This is an entry-level position. Strong candidates typically have 0-2 years of relevant work experience, internships, or significant project work. Read the full description for any specific qualification requirements Palmettocleantech has listed.