---
title: 'Capital Markets Associate - Tax Equity at Palmetto Clean Technology'
canonical: 'https://feeny.ai/job/capital-markets-associate-tax-equity-palmetto-clean-technology-new-york-10rq5ywr2mvw'
type: 'job'
last_seen: '2026-10-14'
---

# Capital Markets Associate - Tax Equity at Palmetto Clean Technology

- **Company:** Palmetto Clean Technology
- **Location:** New York, NY
- **Posted:** 2026-09-29
- **Last confirmed live:** 2026-10-14
- **Apply:** https://job-boards.greenhouse.io/palmettocleantech/jobs/5436623008

## Job description

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.

Department Description

Palmetto Home is a branch of Palmetto focused on the democratization of the renewable energy and HVAC industries. We provide homeowners with financial products to benefit from solar power, energy storage systems, and home efficiency through advanced heating and cooling technologies. We empower solar and HVAC sales professionals and installation companies with access to our proprietary platform, financing, customer management system, and milestone quality control system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption.

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 Associate, Strategy, New Opportunities & Analytics is a versatile, many-hats role at the center of Palmetto Capital's corporate strategy and structured finance team. The primary focus is sourcing and structuring new capital opportunities — building financial models from scratch for structures that have never been done in the market, then rigorously stress-testing them through scenario and sensitivity analysis. Precision is paramount: this person is expected to run the numbers exhaustively and check their own work, and others', with a sharp eye for detail, while also contributing to the broader strategic analysis that shapes Palmetto's capital position and growth.

Strategic & Tactical

New Capital Opportunities (~50%)

- Build financial models from scratch for capital structures and financing products that have never been executed in the market
- Run scenario and sensitivity analyses to pressure-test new structures and identify the optimal capital mix
- Review and refine models built by senior team members, ensuring accuracy and rigor before they go external
- Evaluate new business opportunities through structuring and financial analysis of prospective initiatives
- Meet with prospective investors to explore new capital opportunities and financing facilities

Financial Modeling & Structured Finance Execution (~25%)

- Develop and own complex project finance models (Excel) supporting tax equity, debt, ABS, and other structured capital vehicles
- Support execution of debt, tax equity, and structured finance transactions, working directly with banks, investors, and legal counsel
- Conduct pricing analysis on financing structures and capital products to support competitive terms
- Maintain deal-tracking and transaction models across live and prospective financings
- Support due diligence, term sheet review, and closing processes for capital markets transactions
- Own recurring financial reporting for key Palmetto Finance stakeholders, partnering with technology teams to automate where possible
- Build and maintain relationships with banks, tax equity investors, and other external capital partners

Strategy & Analytics (~25%)

- Analyze market, competitor, and macroeconomic trends to inform financing and capital structure decisions
- Contribute to board-level and executive materials that connect capital structuring work to Palmetto's broader growth strategy
- Assess the company's future capital position and financing needs, incorporating relevant legislative and regulatory considerations
- Drive pricing initiatives across financing structures and capital products

Collaboration & Continuous Improvement (Ongoing)

- Partner closely with FP&A, Treasury, and Accounting
- Identify and implement improvements to capital markets and modeling processes
- Stay attuned to the needs of capital partners and internal stakeholders, anticipating requirements and proposing tailored solutions

## Qualifications

- Bachelor's degree in Finance, Economics, Accounting, Mathematics, Engineering, or a related field; MBA/CFA a plus
- 2-4+ years of experience in project finance, structured finance, investment banking, or capital markets; heavy, hands-on project finance and modeling experience required
- Advanced Excel modeling skills, with a track record of building and maintaining complex project finance models (e.g., tax equity, structured debt, ABS, LBO)
- Demonstrated experience running scenario and sensitivity analysis on new or novel financing structures
- Exposure to debt, equity, tax equity, or ABS transaction structuring preferred; solar or renewables experience a plus
- Strong analytical and quantitative skills, with close attention to detail in financial modeling
- Ability to manage multiple transactions and workstreams simultaneously in a fast-paced environment
- Excellent communication skills, with the ability to present analysis clearly to senior stakeholders
- 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

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

## About Palmetto Clean Technology

## Company Overview
- **One-liner**: Palmetto is a clean energy platform that makes it easy for homeowners to switch to solar, battery storage, HVAC upgrades, and other home electrification solutions while providing financing and energy management tools.
- **Entity Type**: Private (Series C - III) [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Headquarters**: Charlotte, North Carolina, United States [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Founded**: 2010 [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Founders**: Not publicly available

## Core Business
- **Primary Industry**: Renewable energy, home electrification, clean technology
- **Target Customers**: Homeowners (B2C) and solar/energy installers (B2B partner network)
- **Mission Statement**: "Leading the world towards a clean energy future" and "making cleaner energy a no-brainer—easy to switch, easy to finance, easy to see the savings" [palmetto.com](https://palmetto.com/about)

## Products & Services
- **Palmetto Solar**: Full-service solar panel system design, installation, and financing for homeowners. [palmetto.com](https://palmetto.com/products/buy-solar)
- **Battery Storage**: Home battery solutions for energy backup and storage. [palmetto.com](https://palmetto.com/products/energy-storage)
- **HVAC Upgrades**: High-efficiency heating and cooling system replacements. [palmetto.com](https://palmetto.com/products/hvac)
- **Water Heater Upgrades**: Energy-efficient water heater installations.
- **Palmetto Home App**: Mobile app to monitor energy production, consumption, and manage clean energy usage. [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Palmetto Marketplace**: Rewards program offering discounts on cutting-edge home products from premium partners. [palmetto.com](https://palmetto.com/)
- **Financing Options**: Flexible payment plans including loans, leases, and power purchase agreements (PPAs) to lower upfront costs.

## Market Standing
- **Valuation**: Not disclosed (total funding raised: $1.882B) [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Key Metric**: Total Funding – $1.882B across multiple rounds; latest round was Series C - III ($7.18M raised ~9 months ago) [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Notable Investors**: Truist, Morgan Stanley, The Rise Fund, Lerer Hippeau, ArcTern Ventures, and 17+ others [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Growth Signals**: Over 97,000 homes powered for a full year*, 109k EV trips around the earth* equivalent in emissions saved, and 76k years of nonstop space heater use* offset. [palmetto.com](https://palmetto.com/about) Currently listing 29 open positions on Greenhouse. [greenhouse.io](http://job-boards.greenhouse.io/palmettocleantech)

## Competitive Advantages
- **One-stop shop** for home energy upgrades (solar, battery, HVAC, water heaters) with integrated financing and a digital platform.
- **Proprietary technology** for solar potential assessment, energy monitoring, and customer management.
- **Strong partner network** giving installers access to exclusive financing, prequalified demand, and long-term service contracts.
- **Mission-driven brand** built around simplicity, transparency, and environmental impact.

## Strategic Focus
- Accelerate mass adoption of clean energy by removing friction for homeowners (easy switching, financing, and management).
- Expand product offerings beyond solar into whole-home electrification (HVAC, heat pumps, batteries).
- Scale the partner network to drive installer growth and lock in long-term recurring revenue.
- Continue to build out the Palmetto Home app and intelligence platform (including applied AI) to improve customer experience and device performance. [greenhouse.io](http://job-boards.greenhouse.io/palmettocleantech)

## Why Work Here
- **Culture**: Values clarity, action, adaptability, inclusivity, and "customer first" mentality. Emphasis on collaboration, ownership, and making a real environmental impact. [palmetto.com](https://palmetto.com/careers)
- **Remote/Hybrid**: Some roles are fully remote (e.g., Senior Salesforce Product Manager, Capital Markets roles), while many engineering and leadership roles are based at the Charlotte HQ. [greenhouse.io](http://job-boards.greenhouse.io/palmettocleantech)
- **Benefits**: Comprehensive health coverage (medical, dental, vision), unlimited PTO (Responsible PTO), stock options, 401(k) with employer match (from day one), generous parental leave, pet insurance, professional development programs, and equity grants. [greenhouse.io](http://job-boards.greenhouse.io/palmettocleantech)
- **Perks**: Annual peer-nominated "Grahammy Awards" (named after the canine cofounder), team experiences in Charlotte, and a dog-friendly office. [palmetto.com](https://palmetto.com/careers)
- **Engineering Culture**: Focus on solving complex problems with space to innovate; roles include Senior Product Manager for Intelligence Platform/Applied AI, Software Development Engineer III, and VP of Technical Product Commercialization. [greenhouse.io](http://job-boards.greenhouse.io/palmettocleantech)

## Sources
1. [palmetto.com/about](https://palmetto.com/about)
2. [palmetto.com/careers](https://palmetto.com/careers)
3. [palmetto.com/products](https://palmetto.com/)
4. [greenhouse.io - Palmetto Clean Technology Jobs](http://job-boards.greenhouse.io/palmettocleantech)
5. [cbinsights.com - Palmetto Company Profile](https://www.cbinsights.com/company/palmetto-clean-technology)

## Other roles at Palmetto Clean Technology

- [Channel Account Manager, HVAC (Charlotte, NC)](https://feeny.ai/job/channel-account-manager-hvac-charlotte-nc-palmetto-clean-technology-united-w45ch25v310w) — United States
- [Channel Account Manager, HVAC (Atlanta, GA)](https://feeny.ai/job/channel-account-manager-hvac-atlanta-ga-palmetto-clean-technology-united-states-accr8d2v7f7e) — United States
- [Inside Sales Account Manager](https://feeny.ai/job/inside-sales-account-manager-palmetto-clean-technology-charlotte-ek6fp4wznpa9) — Charlotte, NC
- [Senior Director, Total Rewards](https://feeny.ai/job/senior-director-total-rewards-palmetto-clean-technology-charlotte-czes7d405jxa) — Charlotte, NC
- [Senior Quality Control Technician, HVAC](https://feeny.ai/job/senior-quality-control-technician-hvac-palmetto-clean-technology-charlotte-1rqzzcbjzrsx) — Charlotte, NC
- [Collections Specialist](https://feeny.ai/job/collections-specialist-palmetto-clean-technology-philippines-s2nve4a0vqee) — Philippines
- [Quanititive Associate, Capital Markets](https://feeny.ai/job/quanititive-associate-capital-markets-palmetto-clean-technology-new-york-9xkr8cr319ye) — New York, NY
- [Senior Financial Systems Analyst](https://feeny.ai/job/senior-financial-systems-analyst-palmetto-clean-technology-charlotte-jgea5414f3t4) — Charlotte, NC
- [Portfolio Management Analyst](https://feeny.ai/job/portfolio-management-analyst-palmetto-clean-technology-charlotte-jmfbha68q901) — Charlotte, NC / New York, NY
- [Partner Compliance & Onboarding Coordinator](https://feeny.ai/job/partner-compliance-onboarding-coordinator-palmetto-clean-technology-philippines-9qr00frme5vt) — Philippines