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Salary: USD 225,000 - 275,000 / annual
Oklo is seeking a Director of Market Analytics to serve as the intelligence engine of the Origination organization. This role owns market research, energy price forecasting, load growth analysis, and competitive intelligence that underpin site selection decisions, offtake negotiations, and project finance models for Oklo's Aurora powerhouse pipeline. You will report to the Sr Director of Origination and partner closely with the Directors of Land & Real Estate and the Finance team.
Key responsibilities include:
**Market Research & Forecasting**: Own long-term power market forecasting across all target geographies, covering 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 and go/no-go decisions. Monitor and analyze ISO/RTO capacity market results, energy market dynamics, and grid planning studies.
**Commercial & Policy Intelligence**: Provide market intelligence to support PPA negotiations, including pricing benchmarks, contract structure norms, and counterparty credit analysis. Track federal and state energy policy including IRA Section 45U PTC, state clean energy standards, carbon markets, and capacity market rules. Monitor FERC rulemaking and RTO/ISO market design changes. Produce quarterly market intelligence briefings for senior leadership and the board.
**Offtake Structure & Value Optimization**: Lead comparative analysis of power offtake structures to maximize company value, evaluating Build-Own-Transfer arrangements, physical bilateral PPAs, Virtual PPAs, financial contracts for difference, capacity market participation, and hybrid structures. Develop and maintain a quantitative offtake structure comparison model evaluating NPV, project finance bankability, revenue certainty, counterparty credit risk, regulatory complexity, and balance sheet impact. Produce deal-specific offtake structure recommendations for each Aurora powerhouse project. Benchmark Oklo's offtake structures against comparable nuclear, clean firm, and baseload generation transactions.
**Team & Infrastructure**: Build and manage a team of market analysts and data scientists. Establish Oklo's market data infrastructure including 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, analyzing co-location economics and multi-product revenue optimization.
Oklo is a venture-backed advanced fission company developing fast fission power plants, establishing a domestic supply chain for critical radioisotopes, and advancing nuclear fuel recycling. The company was the first to receive a site use permit from the U.S. Department of Energy for a commercial advanced fission plant and submitted the first custom combined license application for an advanced reactor to the U.S. Nuclear Regulatory Commission.
Travel: Remote employees must travel to Santa Clara headquarters twice quarterly for team meetings, off-sites, and company events. First two weeks of onboarding are in-person at headquarters.
**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
**Bonus Qualifications**:
- 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
