Director, Energy Policy & Investment, Power & Utilities

Capstone LLC (US); Washington (District of Columbia); On-site; USD 120,000 - 160,000; Full time

Job summary

Capstone LLC (US) is seeking a Director of Energy Policy Research in Washington, D.C. This senior role requires expertise in electricity markets and utilities policy, leading policy analysis and developing actionable investment insights grounded in rigorous analysis.

The position involves building relationships with policymakers and mentoring junior analysts to produce high-quality research reports. Candidates should have a strong background in policy, economics, and at least 10 years of experience in relevant fields.

Qualifications

• 10+ years of experience in equity research, consulting, or policy analysis.
• Deep expertise in electricity markets and energy transition policy.
• Experience of engaging with senior policymakers.

Responsibilities

• Lead policy and regulatory analysis across electricity markets and grid infrastructure.
• Develop investment theses based on legislative and regulatory developments.
• Mentor and guide junior analysts.

Skills

Analytical thinking

Communication skills

Leadership

Policy analysis

Investment strategies

Education

Bachelor’s degree

Advanced degree in Public Policy, Economics, Finance, or Energy Systems

Job description

Capstone is seeking a Director of Energy Policy Research with deep expertise in electricity markets, power generation, and utilities policy. This senior role will lead the development of differentiated investment insights grounded in rigorous policy, regulatory, and market analysis across the U.S. power sector. The Director will play a central role in shaping Capstone’s intellectual leadership in the energy transition, translating complex regulatory and legislative developments into actionable investment strategies for institutional investors. This individual will maintain high‑level relationships with policymakers, regulators, industry leaders, and clients, and will contribute to expanding Capstone’s presence as a trusted authority on U.S. electricity markets and grid policy. As a senior member of Capstone’s energy research team, the Director will guide research priorities, mentor junior analysts, and collaborate across policy verticals to deliver integrated insights at the intersection of politics, regulation, and financial markets.

Key Responsibilities

• Lead policy and regulatory analysis across electricity markets, utilities, power generation, and grid infrastructure.
• Develop differentiated, forward‑looking investment theses informed by legislative, regulatory, and market developments.
• Serve as a senior thought leader for clients on the evolving U.S. energy and power policy landscape.
• Build and maintain senior‑level relationships with policymakers, regulators, industry executives, and institutional investors.
• Present research insights directly to hedge funds, asset managers, and other institutional clients.
• Mentor and oversee junior analysts, helping shape research output and analytical frameworks.
• Collaborate across Capstone’s sector teams to produce integrated policy analysis and cross‑sector insights.
• Represent Capstone in industry discussions, policy forums, and client engagements.
• Produce high‑quality research reports, policy briefings, and investor presentations.

Qualifications and Attributes

• Exceptional analytical and strategic thinking capabilities.
• Strong ability to synthesize complex policy developments into clear investment implications.
• Track record of developing differentiated insights and thought leadership.
• Excellent communication skills, with the ability to engage senior clients and policymakers.
• Strong leadership and mentorship capabilities.
• Entrepreneurial mindset with the ability to independently drive research initiatives.
• Deep passion for the intersection of policy, politics, and financial markets.

Education and Experience Requirements

• Bachelor’s degree required; advanced degree strongly preferred (e.g., Public Policy, Economics, Finance, Energy Systems, or related fields).
• 10+ years of experience in equity research, consulting, investment banking, government, regulatory bodies, or policy analysis.
• Significant expertise in electricity markets, power generation (renewable and conventional), grid regulation, and energy transition policy.
• Demonstrated experience engaging with senior policymakers, regulators, and industry stakeholders.
• Must be eligible to work in the U.S. without sponsorship.
• Deep familiarity with regional transmission organizations (RTOs/ISOs), particularly PJM.
• Preferred background: expertise in data center energy demand, large load tariffs, and utility regulatory frameworks.
• Experience advising institutional investors or producing investment‑oriented policy research.
• Prior leadership experience managing analysts or research teams.
• Based in or open to relocation to Washington, D.C., New York, or Houston.

We are an equal–opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.