Retail Portfolio Management Analyst

2 weeks ago

houston, United States SaltHill Group Full time

A retail energy provider (REP) in Houston seeks a Retail Portfolio Management Analyst (or Senior Analyst) to analyze and forecast retail electricity products and key portfolio valuation components for its corporate and industrial (C&I) customers within the Texas, Northeast, Canadian, and California markets. The position is responsible for ensuring the completeness and accuracy of customer product volumes, revenue/cost components, and other customer data for a complex portfolio of C&I customers across a mix of company systems, forecasting MTM forward costs and evaluating contracts, products, and portfolio performance in support of the broader load forecasting team and the retail portfolio traders.


Responsibilities:

  • Developing a thorough understanding of load and modeling components for deregulated retail electricity customers by ISO, including complex C&I customers.
  • Maintaining a strong knowledge of electricity market hedge instruments (including settlement mechanisms), volatility attributes, liquidity constraints, portfolio management and optimization, energy supply stack, power markets, etc.).
  • Extracting C&I power data (ISO-, regional-, zonal-, and congestion-level) from company sources and load forecasting systems using Oracle, SQL, SQL Server, etc.
  • Analyzing key components of the C&I retail portfolios (customer profiling, tracking volumes, understanding product mix sold, tracking billings, and ensuring all components are tracked up to the portfolio level).
  • Producing customer and portfolio segmentation reports that provide demand forecast updates, analysis of retail power components, settlement analysis, and performance analytics.
  • Partnering with IT to develop applications to streamline processes, extract and mine large datasets, create front-end applications for visualization, implement code enhancements, and conduct user testing.
  • Ability and willingness to learn regression modeling (including neural-net, simple regression, and hybrid modeling) and statistical analysis to construct performance metrics (MAD, MAPE, etc.).


Essential Requirements

  • Bachelor's degree in Finance or related field. An advanced degree in a numerate field is a plus.
  • 2-10 years of professional experience in power load forecasting, product control, retail power pricing, retail gross margin accounting, or power settlements. The position title (Analyst or Senior Analyst) will be based on professional experience.
  • Knowledge of and proficiency with data extraction, analysis, and reporting across complex system structures.
  • Proficiency in trending analysis and short- and long-term forecasting.
  • Knowledge of load forecasting and statistical methods (or ability and willingness to learn).
  • Working knowledge of Excel and experience with SQL Server or Oracle SQL is a plus.
  • Moderate programming skills (VBA, scripting, Python, MATLAB, R, SAS) are a plus (or ability and willingness to learn).

  • Retail Portfolio Management Analyst

    2 weeks ago

    Houston, United States SaltHill Group Full time

    A retail energy provider (REP) in Houston seeks a Retail Portfolio Management Analyst (or Senior Analyst) to analyze and forecast retail electricity products and key portfolio valuation components for its corporate and industrial (C&I) customers within the Texas, Northeast, Canadian, and California markets. The position is responsible for ensuring the...

  • Retail Portfolio Management Analyst

    3 weeks ago

    Houston, United States SaltHill Group Full time

    A retail energy provider (REP) in Houston seeks a Retail Portfolio Management Analyst (or Senior Analyst) to analyze and forecast retail electricity products and key portfolio valuation components for its corporate and industrial (C&I) customers within the Texas, Northeast, Canadian, and California markets. The position is responsible for ensuring the...

  • Retail Portfolio Management Analyst

    2 weeks ago

    Houston, TX, United States SaltHill Group Full time

    A retail energy provider (REP) in Houston seeks a load forecast reporting analyst to report on key operational performance indicators of its corporate and industrial (C&I) customers within the Texas, Northeast, Canadian, and California markets. The position is responsible for ensuring the completeness and accuracy of contract, product, revenue/cost, and...

  • Portfolio Analyst

    4 weeks ago

    Houston, United States Corps Team Full time

    Our client, a leading independent investment management firm, is seeking an experienced Portfolio Analyst for a 12+ month contract role. This position is hybrid and candidate must be located in either Atlanta or Houston. With minimal supervision, the Portfolio Analyst will play an important role in assisting the Performance Measurement, Analytics, and...

  • Portfolio Analyst

    4 weeks ago

    houston, United States Corps Team Full time

    Our client, a leading independent investment management firm, is seeking an experienced Portfolio Analyst for a 12+ month contract role. This position is hybrid and candidate must be located in either Atlanta or Houston. With minimal supervision, the Portfolio Analyst will play an important role in assisting the Performance Measurement, Analytics, and...

  • Portfolio Analyst

    2 weeks ago

    Houston, United States Corps Team Full time

    Our client, a leading independent investment management firm, is seeking an experienced Portfolio Analyst for a 12+ month contract role. This position is hybrid and candidate must be located in either Atlanta or Houston. With minimal supervision, the Portfolio Analyst will play an important role in assisting the Performance Measurement, Analytics, and...

  • Portfolio Performance Analyst

    1 month ago

    Houston, Texas, United States SoftSages Technology Full time

    Job DescriptionSoftSages Technology is seeking a skilled Portfolio Performance Analyst to join our team.The ideal candidate will have experience in code and test programming using Python, R, VBA, SQL or equivalent, and a strong understanding of fixed income instruments.The Portfolio Performance Analyst will play a key role in assisting the Performance...

  • Portfolio Analyst

    2 weeks ago

    Houston, TX, United States Corps Team Full time

    Our client, a leading independent investment management firm, is seeking an experienced Portfolio Analyst for a 12+ month contract role. This position is hybrid and candidate must be located in either Atlanta or Houston.With minimal supervision, the Portfolio Analyst will play an important role in assisting the Performance Measurement, Analytics, and...

  • Analyst Trade Portfolio

    3 weeks ago

    Houston, United States Occidental Petroleum Corporation Full time

    Title: Analyst Trade Portfolio Location: United States-Texas-Houston Other Locations: Description Oxy is an international energy company with assets primarily in the United States, the Middle East and North Africa. We are one of the largest oil and gas producers in the U.S., including a leading producer in the Permian and DJ basins, and offshore Gulf of...

  • vp portfolio manager

    4 weeks ago

    Houston, Texas, United States Westwood Holdings Group Full time

    About the RoleAs a key member of our investment team, you will be responsible for co-managing discretionary investment strategies for Westwood's wealth division. This involves research, construction, and implementation of investment strategies for clients of Westwood Wealth Management, including asset allocation, security selection, and adherence to risk...

  • Mortgage Portfolio Analyst

    4 weeks ago

    Houston, Texas, United States HUB International Full time

    About Us:HUB Financial Services is a leading provider of insurance solutions and products for small- to mid-sized financial institutions. Our company enjoys the resources and structure of HUB International, the 7th largest insurance brokerage in the world. As a Mortgage Tracking Analyst, you will play a key role in our team, working closely with our experts...

  • Senior Quantitative Trader/Portfolio Manager

    1 month ago

    Houston, Texas, United States Selby Jennings Full time

    We are seeking a highly skilled Commodities Trading Expert to manage a portfolio of Crude Oil, Refined Products, or Agriculture market.Responsibilities:Manage a portfolio of Crude Oil, Refined Products, or Agriculture marketCollaborate with researchers to develop and implement trading signalsWork with traders and analysts to monitor and maintain...

  • Senior Quantitative Trader/Portfolio Manager

    1 month ago

    Houston, Texas, United States Selby Jennings Full time

    Senior Quantitative Trader/Portfolio ManagerWe are seeking a highly skilled Senior Quantitative Trader/Portfolio Manager to join our team at Selby Jennings. This is an exciting opportunity to work with a Commodities Trading Firm with offices in Stamford, Houston, and Miami.Key Responsibilities:Manage a portfolio of Crude Oil, Refined Products, or Agriculture...

  • Senior Portfolio Strategist

    4 weeks ago

    Houston, Texas, United States Planet Professional Full time

    Portfolio Analyst OpportunityWe are seeking a skilled Portfolio Analyst to join our team at Planet Professional.Key Responsibilities:Develop and maintain fixed income portfolios with a strong understanding of financial instruments.Collaborate with IT teams to implement business process improvements.Work with cross-functional teams to drive investment...

  • Pricing Analyst I

    4 weeks ago

    Houston, Texas, United States ENGIE Full time

    This is a CONTRACT POSITION. Your employment will be held by a third-party company of ENGIE's choosing. Any offered contract role will not constitute an offer for nor guarantee of future employment with ENGIE.Duration: Twelve MonthsCompensation:Pay Rate: $35.00/hr.Location:HoustonThe Pricing Analyst will participate in the pricing, structuring, portfolio...

  • Analyst Trade Portfolio

    3 weeks ago

    Houston, United States Oxy Full time

    Description Oxy is an international energy company with assets primarily in the United States, the Middle East and North Africa. We are one of the largest oil and gas producers in the U.S., including a leading producer in the Permian and DJ basins, and offshore Gulf of Mexico. Our midstream and marketing segment provides flow assurance and maximizes the...

  • Retail Operations Manager

    4 weeks ago

    Houston, Texas, United States Hibbett Retail, Inc. Full time

    Job Title: Retail Operations ManagerAt Hibbett Retail, Inc., we are seeking a highly motivated and organized Retail Operations Manager to join our team. As a key member of our operations team, you will be responsible for assisting the Store Manager in controlling the assets of Hibbett I City Gear.Key Responsibilities:Assist the Store Manager in establishing...

  • IT Portfolio Manager

    3 weeks ago

    Houston, United States Citi Resources Full time

    About the job IT Portfolio Manager IT Portfolio ManagerJob Brief: We are seeking a highly skilled and experienced IT Portfolio Manager to oversee our digital portfolio, with a specific focus on Collection Operations and Commercial Routing within the Waste Management industry. The role will be responsible for defining portfolio governance, managing vendor...

  • Senior Quantitative Trader/Portfolio Manager

    2 months ago

    Houston, United States Selby Jennings Full time

    We are working with a Commodities Trading Firm with offices in Stamford, Houston, and Miami that is looking to bring on a Senior Quantitative Trader or Portfolio Manager to manager a book of either Crude Oil, Refined Products, or Agriculture market. Responsibilities: Manage a portfolio of either Crude Oil, Refined Products, or Agriculture market Work with...

  • Senior Accounting Analyst | Investment Portfolio Specialist

    4 weeks ago

    Houston, Texas, United States Hunt Hive Talent Full time

    About the JobWe are seeking a highly skilled Senior Accounting Analyst to join our client's team. This role supports the accounting, reporting, and analysis of investment portfolios, including overseeing the monthly accounting close, financial statement review, and monitoring financial controls.Key ResponsibilitiesManage accounting responsibilities within...