Director of Market Analytics

Jobtailor; Santa Clara (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

Oklo seeks a senior Power Market Analyst to own long-term forecasting, build revenue models for generation assets, and guide investment decisions in the energy sector. You will lead a team and develop scalable market-data infrastructure.

Responsibilities include monitoring ISOs, advising on PPA structures, and delivering quarterly briefings to leadership. This role requires deep US market expertise and strong communication skills.

Qualifications

• 10+ years in power market analysis, energy economics, or related field.
• Deep expertise in US wholesale electricity markets and market structure.
• Experience building long-term power market forecasts for investments.
• Strong financial modeling skills for asset revenue projections.

Responsibilities

• Own long-term power market forecasting across target geographies.
• Develop and maintain market models for AI datacenter load growth and transmission constraints.
• Produce market assessments supporting site selection and go/no-go decisions.
• Monitor ISO/RTO capacity and energy market dynamics and grid planning studies.
• Provide market intelligence for PPA negotiations and pricing benchmarks.
• Lead a team of market analysts and data scientists.
• Establish market-data infrastructure, vendor relationships, and data pipelines.

Skills

Power Market Analysis

Financial Modeling

US Wholesale Electricity Markets

Market Intelligence

Team Leadership

Tools

S&P Global Platts

Wood Mackenzie

LSEG Eikon

Aurora Energy Research

Job description

• Own Oklo's long-term power market forecasting across target geographies, including capacity prices, energy prices, ancillary services, and carbon compliance costs
• Develop and maintain market models covering AI datacenter load growth, electrification, generation retirements, new-build pipeline, and transmission constraints
• Produce market assessments supporting site selection, development prioritization, and go/no-go decisions
• Monitor and analyze ISO/RTO capacity market results, energy market dynamics, and grid planning studies
• Provide market intelligence for PPA negotiations, including pricing benchmarks, contract norms, and counterparty credit analysis
• Track federal and state energy policy, including IRA Section 45U PTC, clean energy standards, carbon markets, and capacity market rules
• Monitor FERC rulemaking and RTO/ISO market-design changes affecting Aurora powerhouse siting and interconnection economics
• Produce quarterly market-intelligence briefings for senior leadership and the board
• Lead comparative analysis and recommendations for power offtake structures and project/portfolio value optimization
• Develop and maintain quantitative offtake-structure comparison models
• Benchmark offtake structures against comparable nuclear, clean firm, and baseload generation transactions
• Build and manage a team of market analysts and data scientists
• Establish market-data infrastructure, vendor relationships, data pipelines, and reporting tools
• Build market-intelligence capabilities for Nuclear Lifecycle Innovation Campuses, analyzing co-location economics, tenant demand, and multi-product revenue optimization
• Report to the Sr Director of Origination and partner with Land & Real Estate Directors and Finance

Requirements

• 10+ years in power market analysis, energy economics, or related field
• Deep expertise in US wholesale electricity markets, including ISO/RTO market structure, capacity and energy pricing, ancillary services, and transmission
• Demonstrated experience building long-term power market forecasts used in investment decisions, project finance, or M&A
• Strong financial modeling skills; experience building revenue models for generation assets
• Experience analyzing baseload or dispatchable generation assets is a bonus
• Familiarity with AI datacenter power demand, hyperscaler offtake structures, and the corporate PPA market is a bonus
• Experience with S&P Global Platts, Wood Mackenzie, LSEG Eikon, or Aurora Energy Research is a bonus
• Excellent writing skills
• Ability to communicate technical content and results verbally
• Applicants must meet the definition of a U.S. person under applicable laws to be eligible due to potential U.S. export-controlled information access
• Employment may be contingent upon successful drug screening; employees may be subject to drug testing

Core Competencies

Expertise in power market analysis and energy economics, with a focus on long-term forecasting, financial modeling, and market intelligence. Proven ability to lead teams and develop quantitative models for investment decisions in the energy sector.

Highest-signal resume keywords

• Power Market Analysis
• Financial Modeling
• US Wholesale Electricity Markets
• Market Intelligence
• Team Leadership

ATS Optimization Keywords

Hard Skills

• Long-Term Power Market Forecasting
• Revenue Modeling
• Capacity Pricing Analysis
• Energy Pricing Analysis
• Quantitative Modeling
• Market Assessment
• Data Pipeline Development
• Comparative Analysis
• Carbon Compliance Cost Analysis
• Ancillary Services Analysis

Soft Skills

• Excellent Writing Skills
• Verbal Communication

Industry Keywords

• ISO/RTO Market Structure
• PPA Negotiations
• Clean Energy Standards
• FERC Rulemaking
• Energy Policy
• Nuclear Lifecycle Innovation
• Hyperscaler Offtake Structures
• Baseload Generation
• Dispatchable Generation
• Investment Decisions

Tools & Technologies

• S&P Global Platts
• Wood Mackenzie
• LSEG Eikon
• Aurora Energy Research