Energy Data Portfolio Analyst

Context & Environment

A fast‑paced trading environment requires the jobholder to work both autonomously and collaboratively to deliver quick, high‑quality results. The role operates within a rapidly evolving energy market shaped by environmental and regulatory changes, demanding adaptability and strong analytical judgment. Because many systems are developed in‑house, the position requires close coordination with other departments and IT teams to implement updates and improvements.

Clear and concise communication with internal and external stakeholders is essential, particularly when conveying market data and its implications for contractual obligations.

Activities

The Energy Data Management (EDM) team serves as the centralized control function for portfolio data integrity across power and natural gas markets. The team consolidates, validates, and operationalizes volumetric, contractual, and market data across renewable generation (solar and battery storage), large commercial and industrial portfolios, retail activity, and shale netback operations.

EDM ensures accurate and controlled representation of physical activity within the ETRM system and related data platforms. This oversight protects financial accuracy and maintains operational transparency ahead of settlement and invoicing cycles.

The team operates in a multi‑system environment and supports asset onboarding into balancing perimeters, ongoing ISO data reconciliation, and continuous validation of interval‑level and contractual data across multiple markets. EDM also enables scalable data governance, automation‑driven workflows, and structured reporting frameworks used by Front Office, Middle Office, Back Office, Finance, Trading Systems, and external stakeholders.

Key Responsibilities:

* Manage the timely ingestion, validation, reconciliation, and booking of allocation, settlement, meter, price, billing determinant, and contract data across ERCOT, CAISO, PJM, and physical gas portfolios. Ensure accurate and controlled representation of all activity within the ETRM system and related data platforms.

* Perform end‑to‑end actualization of physical and financial transactions, including ISO settlements, producer/gatherer/pipeline statements, group‑affiliated contracts, renewable volumes, and retail activity prior to financial settlement.

* Support shale netback processes by completing monthly settlements, prior‑period adjustments, accrual analysis, cost validation, and contract structure maintenance. Ensure alignment between commercial agreements and operational models.

* Translate ISO market constructs-such as imbalance mechanisms, ancillary services, congestion, RUC, resettlements, DAM/RT adjustments, and three‑part offers-into structured workflows, data logic, and settlement models.

* Investigate and resolve data discrepancies, quantity mismatches, and pricing variances across ISO statements, counter party invoices, and internal reports. Coordinate with ISOs, producers, gatherers, pipelines, and internal Front, Middle, and Back Office teams.

* Develop and maintain automated workflows using SQL, Alteryx, Python, and Power Automate to streamline data ingestion, reconciliation, booking, and control validation.

* Build and support centralized data repositories and Power BI reporting solutions to deliver imbalance analytics, performance monitoring, and commercial transparency.

* Support system onboarding and integration efforts, including testing, validation, workflow design, and operational readiness assessments.

* Support QSE reporting and settlement processes for utility‑scale solar and battery storage assets, including interval‑level data validation, imbalance tracking, ancillary services analysis, and multi‑cycle settlement reconciliation.

* Manage increasing renewable portfolio complexity by ensuring accurate operational and financial representation of generation, charging and discharging activity, and ISO settlement constructs within ETRM and reporting systems.

* Analyze DAM versus Real‑Time exposure, imbalance drivers, and performance impacts for renewable and thermal assets. Contribute to commercial transparency and contract back‑testing.

* Ensure…