Director of Market Analytics

Oklo•Santa Clara, CA

2d•$225,000 - $275,000•Remote

About The Position

The Director of Market Analytics is the intelligence engine of Oklo's Origination organization. You will own the market research, energy price forecasting, load growth analysis, and competitive intelligence that underpin every site selection decision, offtake negotiation, and project finance model in Oklo's Aurora powerhouse pipeline. You report to the Sr Director of Origination and work in close partnership with the Directors of Land & Real Estate, as well as Oklo's Finance team on revenue model inputs.

Requirements

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
A startup person: You aren't driven by titles or hierarchy, and prefer efficiency to excess process. You don't need or expect to have a lot of guidance but you enjoy working in a fast-paced team. If you prefer the culture and feel of a large organization, that is great, but you likely won’t enjoy working with us! There is plenty of important work and plenty of good opportunities with organizations like that.
Motivated: You are self-motivated. You bring an enthusiasm to the team, and imbue a sense of passion that goes beyond clocking in and clocking out. This isn’t about a fake or arbitrary “pieces of flair” mentality or lack of work-life balance! It is about being a part of the vision and feeling a part of reaching team goals.
A team-player: Oklo genuinely is a team. We aren’t about taking credit for ourselves, and we aren’t about pushing blame to others. We do incredible things because we work as a team.
An excellent communicator: We need a person who is not only technically competent but also a clear and upbeat communicator.
Creative: Being creative means that when things fall outside clear scopes or processes or problems arise without clear solutions, you are able to identify it as well as invent ways to solve a problem or fill a need without micromanagement. The successful person in this job will not only be creative, but also enjoy being creative and solving open-ended problems which may change day-by-day.
Detail-oriented: This focus is a big part of excellence, consistency, and quality. Excellent grammar and spelling matter for both good communication as well as the image of the company that we put forward.

Nice To Haves

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
Passionate about clean energy
Passionate about making advanced fission a reality
Willing and able to learn quickly
Eager to work on a dynamic team, receive constructive feedback, and grow with us
Willing to think differently and do things in new ways
Comfortable in a fast-paced, highly iterative startup environment
Excited to think creatively, critically, and reflectively about the problems they are solving, while not leaning only on what has been done before
Willing to propose novel and creative solutions to technical problems
An excellent writer who can write in modern active voice, so make your cover letter compelling and write it well!
Able to communicate technical content and results verbally

Responsibilities

Own Oklo's long-term power market forecasting function across all target geographies: 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 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, evaluating: Build-Own-Transfer (BOT) arrangements with utilities or sovereign buyers; physical bilateral PPAs with corporate, utility, and government counterparties; Virtual PPAs (VPPAs) and financial contracts for difference (CfD) with creditworthy corporate offtakers; capacity market participation and merchant revenue strategies for unsold output; and hybrid structures combining elements of the above to optimize risk-adjusted project returns
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 — enabling the VP of Origination and CFO to make data-driven offtake strategy decisions at the project and portfolio level
Produce deal-specific offtake structure recommendations for each Aurora powerhouse project, factoring in local market conditions, offtaker creditworthiness, state regulatory environment, IRA 45U PTC monetization strategy, and Oklo’s portfolio-level risk exposure
Benchmark Oklo’s offtake structures against comparable nuclear, clean firm, and baseload generation transactions, identifying pricing floors, deal terms, and structural innovations that can improve Oklo’s commercial position
Build and manage a team of market analysts and data scientists
Establish Oklo's market data infrastructure: vendor relationships (S&P Global, Wood Mackenzie, LSEG, Aurora Energy Research), data pipelines, and reporting tools
Build market intelligence capabilities for Nuclear Lifecycle Innovation Campuses (NLICs), analyzing co-location economics, anchor tenant demand profiles, and multi-product revenue optimization across power, isotope, and research facility outputs