Oklo
Director of Market Analytics
Santa Clara, CA or Remote. Posted 2 months ago
The role
The Director of Market Analytics owns market research, energy price forecasting, load growth analysis, and competitive intelligence. This role supports site selection, offtake negotiations, and project finance models for the Aurora powerhouse pipeline.
What you will do
- Own long-term power market forecasting for capacity prices, energy prices, ancillary services, and carbon compliance costs
- Develop and maintain market models covering AI datacenter load growth, electrification, and transmission constraints
- Produce market assessments for site selection and development prioritization
- Monitor ISO/RTO capacity market results and energy market dynamics
- Provide market intelligence to support PPA negotiations
- Track federal and state energy policy and FERC rulemaking
- Produce quarterly market intelligence briefings for leadership and the board
- Lead comparative analysis of power offtake structures to maximize company value
- Develop a quantitative offtake structure comparison model
- Build and manage a team of market analysts and data scientists
Required 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
Nice to have
- Experience analyzing baseload or dispatchable generation assets (nuclear, gas, hydro, storage) in competitive wholesale markets
- Familiarity with AI datacenter power demand, hyperscaler offtake structures, and the corporate PPA market
- Experience with leading market data platforms: S&P Global Platts, Wood Mackenzie, LSEG Eikon, Aurora Energy Research
Benefits
- Flexible time off
- Equity
- Bonuses
- Competitive pay
- 401(k)
- Health insurance with employer contribution
- HSA
- FSA
- Flexible work hours
- Wellness credits
Before you apply
- Only applicants who meet the definition of a U.S. person under applicable laws may be eligible
- Employment may be contingent upon successful completion of a drug screening
About the company
Oklo Inc. is developing fast fission power plants to deliver clean, reliable, and affordable energy at scale. The company is also establishing a domestic supply chain for critical radioisotopes and advancing nuclear fuel recycling.