Director, Power Markets Fundamentals

Generate•New York, NY

3d•$165,000 - $210,000

About The Position

This role is the lead for power markets analysis. Director will model how large-load demand, co-located or relevant associated generation, and battery storage are valued and dispatched across U.S. wholesale electricity markets. Core workstreams include production cost modeling, basis and curtailment analysis, power flow modeling (in tandem with our Grid IX director), merchant exposure quantification, and PPA valuation. The Director will also help lead utility engagement efforts to interconnect large loads. The position requires building this function from scratch — standing up the data infrastructure, tooling, and internal workflows — while delivering analysis to teams across the company and data center developer customers on a regular cadence.

Requirements

A demonstrated passion for the energy transition and deep conviction in the role of market intelligence in driving investment decisions
8+ years of experience in electricity markets, including roles at an ISO/RTO, utility, IPP, power trading desk, or energy consulting firm (e.g., Aurora Energy Research, Wood Mackenzie, ICF, PA Consulting).
Hands-on experience with production cost models (e.g., Plexos, PROMOD, UPLAN, Aurora, EnCompass) and familiarity with nodal price forecasting methodologies.
Familiarity with regulatory proceedings, integrated resource planning (IRP), and resource adequacy frameworks across key U.S. markets.
Strong quantitative and analytical skills, including proficiency in Python, SQL, or similar tools for data analysis, modeling, and visualization.
Working knowledge of market data platforms and subscriptions (e.g., YES Energy, Enverus, Wood Mackenzie, S&P Global) and the ability to critically evaluate third-party merchant curves and price forecasts.
Outstanding communication skills with the ability to distill complex market analyses into clear recommendations for executive, Board, and deal-team audiences.
Unimpeachable integrity and glowing references
High level of self-awareness and humility, with excitement about confronting uncomfortable situations or new challenges
Intellectual agility, curiosity, and creativity; problem-solving is your default mode
Entrepreneurial spirit: flexibility, comfort with risk, recognition that “perfect can be the enemy of the good”

Responsibilities

Drive decision-making on prioritization for greenfield development and M&A activities by developing deep familiarity with large load and powered land dynamics across U.S. electricity markets.
Support efforts to build strategic relationships with leading renewable energy and powered land developers.
Assess and interpret consultant merchant curves (energy, RECs, capacity, ancillary services) and make recommendations on uses and sensitivities based on the underlying assumptions.
Coordinate with multiple teams (Transmission, Investments, Strategy) to create consistency on underlying assumptions that support basis, price, curtailment, transmission/grid, and other analyses.
Assist the Origination team with customer and PPA price research, contributing to competitive positioning and deal structuring.
Oversee utility engagement efforts related to interconnecting large loads.
Complete ad hoc analyses and research projects as needed for internal groups that require commercial or market fundamentals input.
Provide periodic updates and presentations to the Board and the Executive Team on market developments most relevant to the company’s growth strategy.
Over time, build proprietary internal infrastructure including price forecasts, basis/curtailment analysis, and a unified market strategy deck used by both Origination and Finance.