Portfolio Management Analyst
Palmetto Clean Technology · 1616 Camden Rd Charlotte, NC 28203; New York, NY, USA
Posted 29 days ago
or apply directly on Palmetto Clean Technology's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 29 days Palmetto Clean Technology's roles stay open a median of 30 days
- Reposted
- No
- Salary listed
- No 0% of Palmetto Clean Technology's roles list one
- Ghost-job risk at Palmetto Clean Technology
- moderate 3 stale, 0 reposted of 17 open
- Hiring momentum
- 38 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-09-17
Measured from postings appearing on and disappearing from Palmetto Clean Technology's own greenhouse board since 2026-08-03. Full hiring picture for Palmetto Clean Technology.
About this role
The Portfolio Management Analyst will manage the reporting and data infrastructure for Palmetto's financing portfolio, ensuring clarity and accessibility for investors and stakeholders. Responsibilities include producing monthly and quarterly reports, building reporting frameworks for new transactions, and supporting investor relations. The role requires collaboration with various teams and focuses on improving data flows and reporting processes.
- benefits
- 2/5
- freshness
- 4/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 0/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Palmetto Clean Technology as an employer.
What you need
- 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
- Strong communication skills
- Self-directed and organized
- Comfortable working in a fast-moving environment with shifting priorities
Nice to have
- 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
- Experience using AI tools to build or automate reporting and data workflows
- Familiarity with investor reporting obligations for institutional or tax equity investors
What you get
- Unlimited PTO
- Medical, dental, and vision coverage
- Paid parental leave
- Retirement plans
Worth weighing
- No salary listed
- Individual contributor role may limit mentorship opportunities
- Fast-moving environment may lead to shifting priorities and ambiguity
Summarised from Palmetto Clean Technology's posting. Read the full original.
Listed by Palmetto Clean Technology on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.
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