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Capital Markets Analyst / Associate jobs in United States
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Palmetto · 15 hours ago

Capital Markets Analyst / Associate

Palmetto is a leading clean tech company dedicated to accelerating the transition to a clean energy future. The Capital Markets Analyst / Associate will be responsible for capital markets activities including capital raising, execution, and modeling work to support these opportunities, while collaborating with various departments to enhance processes and workflows.
Clean EnergyCleanTechConsumer SoftwareEnergySoftware
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H1B Sponsor Likelynote

Responsibilities

Focus on developing and executing Excel financial models to support Tax Equity and Debt capital funding
Lead the execution of tax equity, debt, and equity funding processes with external stakeholders
Responsible for reporting associated with Palmetto Finance to key financial stakeholders, while partnering with technology teams to ensure automation on reports
Utilizes skills to enhance existing processes and workflows for more efficiency, partnering closely with other teams e.g. Data Analytics, Operations, etc
Liaisons with Corporate Finance, Treasury, Asset Management, and Accounting to ensure partnership and transparency on all things Palmetto Finance
Builds and maintains strong relationships with key banks and other key external partners
Is highly attuned to customer needs and requirements, and can anticipate their needs, and provide tailored solutions to meet their objectives

Qualification

Excel financial modelingCapital markets experienceBanking experienceAnalytical skillsInterpersonal skillsCommunication skillsCollaboration skills

Required

Bachelor's degree in Finance, Economics, or related field; Master's or MBA a plus
1-3+ (Analyst) or 3-5+ (Associate) years of experience in banking or capital markets; solar industry experience preferred
Strong business acumen and analytical skills with deep understanding of the macroeconomic landscape
Proactively identifies improvement opportunities across systems and processes, and implements solutions and updates them
Highly motivated and able to thrive in a fast-paced customer-centric environment where priorities may change quickly
Collaborates seamlessly with internal teams in Finance & Accounting, Technology etc
Strong interpersonal and communication (verbal and written) skills; can present to varying audiences and leaders
Employment is contingent upon the successful completion of a background check

Preferred

solar industry experience preferred

Benefits

Unlimited PTO
Medical, dental, and vision coverage
Paid parental leave
Retirement plans
And more

Company

Palmetto

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Palmetto accelerates the clean energy transition with software and financial services that make home electrification easy.

H1B Sponsorship

Palmetto has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (1)
2023 (3)
2022 (5)
2021 (2)
2020 (1)

Funding

Current Stage
Growth Stage
Total Funding
$2.25B
Key Investors
TPG Rise Climate FundSocial CapitalJP Morgan
2025-10-06Debt Financing· $420M
2025-01-17Debt Financing· $1.2B
2023-03-06Private Equity· $150M

Leadership Team

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Shane Battier
Chief Culture Advisor
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Company data provided by crunchbase