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Company Description
Palmetto is a consumer energy platform that provides homeowners with a single destination to discover, purchase, finance, install, monitor and manage home energy products and services. By offering one integrated platform across solar, battery storage, HVAC, heat pumps and more, Palmetto helps homeowners make home energy more affordable, reliable and accessible. Today Palmetto serves hundreds of thousands of homeowners, across 30+ states, building the operating infrastructure for the consumer energy transition, one home at a time.
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.
Location
This position will be based in New York City.
Reporting
This position will report to the Manager, Strategy New Opportunities & Analytics
Summary of Role
The Quantitive Associate, Capital Markets sits at the center of Palmetto Capital's corporate strategy and structured finance team, turning Palmetto's data backlog into the insights that shape capital decisions. The primary focus is strategic and analytical: mining internal and external data to inform financing and capital structure decisions, and translating existing Excel-based models into Python to make analysis faster, more scalable, and more repeatable. This person also supports sourcing of new capital opportunities and contributes to select modeling and transaction execution work, with a sharp eye for detail and a comfort moving between code, data, and financial analysis.
Strategic & Tactical
Data Strategy & Analytics (~70%)
- Mine Palmetto's data backlog — portfolio, financing, operational, and market data — to surface insights that inform capital structure and financing decisions
- Build Python-based analytical tools, models, and dashboards that translate large, complex datasets into clear, decision-ready outputs for senior leadership
- Translate existing Excel-based structured finance models into Python to improve speed, scalability, and repeatability of analysis
- Analyze market, competitor, and macroeconomic trends, using code-driven analysis to inform financing and capital structure decisions
- Contribute to board-level and executive materials that connect data-driven analysis to Palmetto's broader growth strategy
- Assess the company's future capital position and financing needs, incorporating relevant legislative and regulatory data
- Automate recurring financial and operational reporting for key stakeholders, partnering with technology teams to reduce manual effort
- Drive pricing analysis across financing structures and capital products using quantitative, data-driven methods
New Opportunities (~20%)
- Support sourcing and evaluation of new capital opportunities and financing products through data-driven structuring and financial analysis
- Build exploratory Python models to size and stress-test capital structures and financing products that haven't been executed in the market, working in parallel with the team to refine and automate assumptions
- Run scenario and sensitivity analyses, using code-based tools, to pressure-test new structures and identify the optimal capital mix
- Support meetings with prospective investors by preparing data and analysis on new capital opportunities and financing facilities
Modeling & Execution (~10%)
- Support execution of select debt, tax equity, or structured finance transactions, working with banks, investors, and legal counsel as needed
- Maintain and query deal-tracking data across live and prospective financings
- Support due diligence and term sheet review with data pulls and analysis as needed
Collaboration & Continuous Improvement (Ongoing)
- Partner closely with FP&A, Treasury, and Accounting
- Identify and implement improvements to data infrastructure, tooling, and modeling processes
- Stay attuned to the needs of internal stakeholders and capital partners, anticipating data and analytical needs
Qualifications
- Bachelor's degree in Computer Science, Statistics, Mathematics, Data Science, Engineering, or a related quantitative field; coursework or hands-on exposure to finance, economics, or accounting required
- 2-4+ years of experience in a data analytics, data science, quantitative research, or software engineering role, with meaningful exposure to finance, fintech, or capital markets
- Strong proficiency in Python (pandas, numpy, or similar) and SQL; experience translating Excel-based financial models into code strongly preferred
- Experience building models, dashboards, or automated reporting and analysis tools from large, complex datasets
- Working knowledge of financial modeling concepts (debt, equity, tax equity, ABS, or similar structures) a plus
- Strong analytical and quantitative skills, with close attention to detail
- Ability to manage multiple workstreams simultaneously in a fast-paced environment
- Excellent communication skills, with the ability to translate technical analysis for non-technical, senior audiences
- Highly motivated, collaborative, and comfortable operating with some ambiguity
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.
To ensure a fair evaluation, we may use AI to assist in sorting applications, but all final decisions are made by our hiring team and no candidate dispositions are automated. We will keep your information on file for four years from the date of your application. For detailed information about how we handle your data and our use of AI, please review our full privacy policy.
For more about our Privacy Policy, visit: https://palmetto.com/privacy-policy
Skills Required
- Bachelor's degree in Computer Science, Statistics, Mathematics, Data Science, Engineering, or a related quantitative field
- Coursework or hands-on exposure to finance, economics, or accounting
- 2-4+ years of experience in data analytics, data science, quantitative research, or software engineering
- Meaningful exposure to finance, fintech, or capital markets
- Strong proficiency in Python, including pandas, NumPy, or similar libraries
- Strong proficiency in SQL
- Experience building models, dashboards, or automated reporting and analysis tools from large, complex datasets
- Strong analytical and quantitative skills with close attention to detail
- Ability to manage multiple workstreams simultaneously in a fast-paced environment
- Excellent communication skills and ability to explain technical analysis to senior nontechnical audiences
- Highly motivated, collaborative, and comfortable operating with ambiguity
- Experience translating Excel-based financial models into code
- Working knowledge of financial modeling concepts such as debt, equity, tax equity, or ABS structures
Palmetto Clean Technology Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Palmetto Clean Technology and has not been reviewed or approved by Palmetto Clean Technology.
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Fair & Transparent Compensation — Pay is considered fair-to-good across many roles, with compensation often described as competitive. Some positions highlight strong earning potential tied to performance.
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Leave & Time Off Breadth — Unlimited or trust-based PTO is widely emphasized and is available early in tenure. Paid leave options for family needs complement the time-off structure.
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Flexible Benefits — A primarily remote setup and flexible schedules are prominent elements of the package. These arrangements are frequently valued alongside core health and leave offerings.
Palmetto Clean Technology Insights
What We Do
Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With the belief that consumers can have it all, we are an uncompromising energy company that makes going green a no-brainer. Our award winning platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. We operate at the intersection of B2B and D2C, offering software, financial tools, and services that drive real environmental impact - without compromising value. Our clean Energy Platform makes solar and home electrification easy to access, easy to afford, and easy to manage. We deliver flexible energy plans, real-time insights, and seamless customer experiences through offerings like our Consumer App and Marketplace, LightReach™ Solar and HVAC Subscriptions, and Asset Management tools - with more innovations on the way. How We Think We've always been told a cleaner future means sacrifice. Turn it down, pay more, wait forever. We don't buy that. At Palmetto, we believe the future is abundant. We help homeowners have it all: lower energy bills, smarter homes, and a healthier planet. Who We Serve We work with homeowners, clean energy brands, and local installation partners to help them grow their impact, revenue, and customer reach. Our Community Impact • 1+ terawatt-hour of clean solar energy generated • 740,000+ tons of carbon emissions avoided • 90,000+ homes powered for a year
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