Head of Market Analytics — Nuclear Power & Offtake Strategy

Oklo Inc; Santa Clara (CA); On-site; USD 225,000 - 275,000; Full time

Benefits offered by this job

Flexible time off

Equity

Bonuses

401(k)

Health insurance with employer contrib

HSA

FSA

Flexible work hours

Wellness credits

Job summary

Oklo Inc. invites a Director of Market Analytics to lead market research, forecasting, and competitive intelligence for its Aurora powerhouse pipeline.

You will own long-term power market forecasts, PPA structures, and offtake economics, partnering with Origination, Land & Real Estate, and Finance to inform site selections and project finance models. We seek a leader with 10+ years in power market analysis, deep US wholesale market knowledge, and strong financial modelling skills to build

Qualifications

• 10+ years in power market analysis, energy economics, or related field.
• Deep expertise in US wholesale electricity markets: 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.

Responsibilities

• Own Oklo's long-term power market forecasting function across all target geographies: capacity prices, energy prices, ancillary services, and carbon 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 to support PPA negotiations: pricing benchmarks, contract structure norms, and counterparty credit analysis.
• Track federal and state energy policy: IRA Section 45U PTC, state 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 the VP of Origination, VP of Development, and board.
• Lead comparative analysis of Oklo's power offtake structures to maximize company value across the development portfolio.
• Develop and maintain a quantitative offtake structure comparison model evaluating each structure across: NPV to Oklo, project finance bankability, revenue certainty vs. upside optionality, counterparty credit risk, regulatory complexity, and balance sheet impact.

Skills

Market research

Forecasting

Financial modeling

Offtake analysis

Tools

S&P Global

Wood Mackenzie

LSEG

Aurora Energy Research

Job description

Oklo Inc. invites a Director of Market Analytics to lead market research, forecasting, and competitive intelligence for its Aurora powerhouse pipeline.

You will own long-term power market forecasts, PPA structures, and offtake economics, partnering with Origination, Land & Real Estate, and Finance to inform site selections and project finance models. We seek a leader with 10+ years in power market analysis, deep US wholesale market knowledge, and strong financial modelling skills to build