Summary: The Energy Portfolio Manager, Wholesale is responsible for managing post-execution activities related to wholesale energy and capacity contracts, ensuring compliance with contract deliverables, and coordinating with various teams to track financial performance. The role requires oversight of contract amendments and maintaining organized documentation within team systems. Additionally, the position involves contributing to the development of tools and processes for scalable portfolio management. This role is remote and based in the USA.
Key Responsibilities:
- Support post-execution management of Client’s wholesale energy and capacity contracts—including bilateral PPAs, tolling agreements, energy hedges/forwards, and capacity transactions
- Monitor counterparty compliance with contract deliverables, including energy delivery schedules, capacity accreditation requirements, and settlement obligations
- Coordinate with Client’s Energy Analytics team to track financial performance of wholesale agreements on a budget-versus-actual basis; identify variances, root causes, and recommended actions
- Coordinate with Client’s market-participating affiliate and/or third-party portfolio managers on transaction settlement, scheduling, and market compliance matters—escalating issues as appropriate
- Manage contract amendments, collateral requirements, credit provisions, force majeure claims, and other post-execution commercial matters under ISDA/EEI master agreements
- Maintain organized, auditable contract documents and data within team systems (Salesforce, shared drives, and portfolio management tools)
- Contribute to the development of tools, processes, and reporting that enable scalable portfolio management as wholesale positions grow
Key Skills:
- Demonstrated ability to integrate AI tools to optimize/redesign workflows and drive measurable impact (e.g., efficiency gains, quality improvements)
- Experience adhering to and implementing responsible, ethical AI practices (e.g., risk assessment, bias mitigation, quality and accuracy reviews)
- Experience in wholesale energy markets, power trading operations, or energy portfolio management with an electric utility, power marketer, RTO/ISO, energy trading firm, or large energy consumer
- Experience managing post-execution wholesale energy and capacity contracts, including settlement, scheduling, compliance, and counterparty management
- Experience working with ISDA/EEI master agreements, confirmations, credit provisions, and collateral management
- Experience managing multiple concurrent commercial matters and collaborating across legal, finance, accounting, and operational teams
- Proficiency in standard document and analytics platforms (Excel, Google Workspace, Salesforce)
Salary (Rate): undetermined
City: undetermined
Country: USA
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Job Title: Energy Portfolio Manager, Wholesale
Location: USA (Remote)
Energy Portfolio Manager, Wholesale
- Support post-execution management of Client’s wholesale energy and capacity contracts—including bilateral PPAs, tolling agreements, energy hedges/forwards, and capacity transactions
- Monitor counterparty compliance with contract deliverables, including energy delivery schedules, capacity accreditation requirements, and settlement obligations
- Coordinate with Client’s Energy Analytics team to track financial performance of wholesale agreements on a budget-versus-actual basis; identify variances, root causes, and recommended actions
- Coordinate with Client’s market-participating affiliate and/or third-party portfolio managers on transaction settlement, scheduling, and market compliance matters—escalating issues as appropriate
- Manage contract amendments, collateral requirements, credit provisions, force majeure claims, and other post-execution commercial matters under ISDA/EEI master agreements
- Maintain organized, auditable contract documents and data within team systems (Salesforce, shared drives, and portfolio management tools)
- Contribute to the development of tools, processes, and reporting that enable scalable portfolio management as wholesale positions grow
PREFERRED QUALIFICATIONS
- Demonstrated ability to integrate AI tools to optimize/redesign workflows and drive measurable impact (e.g., efficiency gains, quality improvements)
- Experience adhering to and implementing responsible, ethical AI practices (e.g., risk assessment, bias mitigation, quality and accuracy reviews)
- experience in wholesale energy markets, power trading operations, or energy portfolio management with an electric utility, power marketer, RTO/ISO, energy trading firm, or large energy consumer
- Experience managing post-execution wholesale energy and capacity contracts, including settlement, scheduling, compliance, and counterparty management
- Experience working with ISDA/EEI master agreements, confirmations, credit provisions, and collateral management
- Experience managing multiple concurrent commercial matters and collaborating across legal, finance, accounting, and operational teams
- Proficiency in standard document and analytics platforms (Excel, Google Workspace, Salesforce)
Energy Portfolio Manager1Energy Portfolio ManagerN/AW-2United States