Energy Data Portfolio Analyst

About the role

The Energy Data Management (EDM) team acts as the central control function for portfolio data integrity across power and natural gas markets, consolidating, validating and operationalizing volumetric, contractual and market data. The Energy Data Portfolio Analyst ensures accurate and controlled representation of physical activity within the ETRM system and related data platforms, protecting financial accuracy before settlement and invoicing. The role sits in a fast-paced trading environment and involves close coordination with IT teams and other departments.

Key responsibilities

• Ingest, validate, reconcile and book allocation, settlement, meter, price, billing determinant and contract data across ERCOT, CAISO, PJM and physical gas portfolios.
• Actualize physical and financial transactions, including ISO settlements, producer/gatherer/pipeline statements, group-affiliated contracts, renewable volumes and retail activity.
• Support shale netback processes: monthly settlements, prior-period adjustments, accrual analysis, cost validation and contract structure maintenance.
• Translate ISO market constructs (imbalance, ancillary services, congestion, RUC, resettlements, DAM/RT adjustments, three-part offers) into workflows, data logic and settlement models.
• Investigate and resolve data discrepancies, quantity mismatches and pricing variances, coordinating with ISOs, producers, gatherers, pipelines and Front, Middle and Back Office teams.
• Develop automated workflows with SQL, Alteryx, Python and Power Automate, and build Power BI reporting for imbalance analytics and performance monitoring.
• Support system onboarding, QSE reporting for solar and battery storage, and DAM versus Real-Time exposure analysis.
• Produce operational, commercial, regulatory and counterparty reporting and contribute to data governance and control frameworks.

Required profile

• Undergraduate degree (or equivalent) in Engineering, Mathematics, Finance or Energy.
• 2-3 years of experience in North American power and/or gas markets, with exposure to ISO settlements, contract actualization and financial reconciliation.
• Strong understanding of ISO market constructs and their financial implications.
• Experience with ETRM systems and settlement data platforms in a trading or energy-portfolio setting.
• Proven cross-functional collaboration with Front, Middle and Back Office, Finance and IT teams.

Required skills

• Alteryx, Python and SQL
• Power BI or comparable tools
• Analytical and modeling skills, with hands-on experience in the above tools