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Director of Market Analytics

Oklo· Business
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Hybrid (Santa Clara, CA)$180k - $230kfull-timePosted 1mo ago

About the role

Director of Market Analytics responsible for market research, energy price forecasting, load growth analysis, and competitive intelligence to support site selection, offtake negotiations, and project finance at Oklo's Aurora powerhouse pipeline.

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
  • Develop and maintain a quantitative offtake structure comparison model evaluating each structure across multiple financial and risk metrics
  • 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 to identify optimization opportunities
  • Build and manage a team of market analysts and data scientists
  • Establish market data infrastructure with vendors (S&P Global, Wood Mackenzie, LSEG, Aurora Energy Research) and data pipelines
  • Develop market intelligence capabilities for Nuclear Lifecycle Innovation Campuses (NLICs) as part of multi-product revenue optimization

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

Skills

Required:Power market forecastingFinancial modeling

Benefits

  • flexible time off
  • equity
  • bonuses
  • competitive pay
  • 401(k)
  • health insurance (with employer contribution)
  • HSA
  • FSA
  • flexible work hours
  • wellness credits
  • other benefits
Last updated Sep 25, 2026. Interested? Apply on the company site.
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About Oklo

Emission free, always on power from advanced fission power plants.

About Oklo Inc.: Oklo Inc. (Oklo) is developing advanced fission power plants to provide emission-free, reliable, and affordable energy. Oklo received a Site Use Permit from the U.S Department of Energy, has performed successful prototypic fuel fabrication, was awarded fuel material from Idaho National Laboratory, developed the first advanced fission combined license application accepted and docketed by the U.S. Nuclear Regulatory Commission, and is developing advanced fuel recycling technologies in collaboration with the U.S. Department of Energy and national laboratories. Oklo has been featured in Time, Newsweek, Wall Street Journal, CNBC, Popular Mechanics, Wired, Architectural Digest, Hyperallergic, POWER Magazine, has been the subject of a Harvard Business School case, and is featured in the Oliver Stone documentary Nuclear, among other features.

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