Capital Markets Associate

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