Portfolio Manager

The Energy Authority; Jacksonville (FL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Professional development opportunities

Collaborative team environment

Leadership opportunities

Job summary

The Energy Authority in Jacksonville, Florida, is seeking a Portfolio Manager to lead the delivery of portfolio management services. This role involves collaborating with clients to align strategies with their goals, overseeing trades, and educating clients on market developments. Candidates should possess a Bachelor’s in Finance, Economics, or related field, with at least 5 years in energy markets. The position offers opportunities for professional development within a dynamic team.

Qualifications

• Minimum of 5 years in physical and financial energy markets.
• Ability to establish trust and communicate effectively with clients.
• Deep understanding of market fundamentals and trends.

Responsibilities

• Cultivate relationships with client teams for portfolio management.
• Oversee execution of market-driven deliverables for clients.
• Engage in educating clients on portfolio management techniques.

Skills

Energy pricing

Trading

Risk management

Relationship building

Market analysis

Team collaboration

Education

Bachelor's degree in Finance, Economics, Business, or related field

MBA or Master’s in Finance

Job description

About The Energy Authority

TEA provides public power utilities with access to advanced resources and technology systems so they can respond competitively in the changing energy markets. Through partnership, utilities benefit from an experienced organization singularly focused on deriving the maximum value of their assets from the market.

Join TEA's Portfolio Management & Analytics Team – A Vital Role in Shaping the Future of the Energy Industry

Are you passionate about the energy market and excited about shaping strategies that align with clients’ goals? Do you thrive in a dynamic, team-driven environment? TEA is seeking a Portfolio Manager to lead the delivery of exceptional portfolio management services that drive success for our clients.

About the Role

As a Portfolio Manager at TEA, you are the key liaison between clients and the energy market, ensuring portfolio management services align with each client’s objectives and deliver the expected value. Your in-depth knowledge of energy markets will enable you to develop and execute strategies that optimize client portfolios while staying ahead of market trends.

Key Responsibilities

Leadership & Client Relationship Building:

• Cultivate strong, collaborative relationships with client teams, ensuring seamless communication around portfolio management objectives.
• Guide and mentor Analytics and Financial Analysts, helping them better communicate complex portfolio data to clients.
• Align long-term strategies with day-to-day tactics by communicating effectively across the organization.

Value & Service Delivery:

• Oversee the execution and effectiveness of TEA’s market-driven deliverables, adjusting strategies as needed to meet client objectives.
• Execute trades on behalf of clients promptly and in accordance with TEA and client risk policies.
• Continuously assess market conditions and provide clients with timely updates on energy developments that could impact their portfolios.

Operational Excellence:

• Actively engage in the Portfolio Management team, helping integrate TEA's services into clients' broader strategic functions.
• Educate clients on the latest portfolio management techniques, hedging strategies, and industry developments.
• Deliver market-based strategies for clients across all commodities and time horizons, ensuring high-quality, clear, and relevant communications.

Key Skills & Qualifications

• Education: Bachelor’s degree in Finance, Economics, Business, or a related field. An advanced degree (MBA, Master’s in Finance) is strongly preferred.
• Experience: Minimum 5 years in physical and financial energy markets, focusing on energy pricing, trading, and risk management.
• Relationship-Building: Ability to establish trust and communicate effectively with clients individually and in groups.
• Market Expertise: Deep understanding of market fundamentals, trends, and competitive dynamics across various energy sectors including power, fuel, and emissions.
• Team Player: Strong ability to work collaboratively and prioritize organizational goals.

Benefits

• Work with industry leaders in energy market strategy and management.
• Collaborate with a talented, driven team that thrives on providing exceptional service to clients.
• Enjoy professional development and leadership opportunities as you shape the future of energy portfolio management.