Renewable Energy Portfolio & Market Analysis Manager

Job Description

The Renewable Energy Portfolio & Market Analysis Manager will support the optimization and strategic management of the company's renewable power and storage portfolios across multiple markets. The role combines portfolio optimization, risk management, market fundamentals analysis, and commercial strategy development, with a strong focus on Power Purchase Agreements (PPAs) and Battery Energy Storage Systems (BESS). The position provides analytical and strategic support to trading, asset management, M&A, and senior management, contributing directly to value creation and risk-adjusted returns.

Key Responsibilities

Portfolio Management & Optimization

• Oversee and analyze the company's power and storage portfolios across multiple markets, ensuring alignment with business objectives and risk appetite.
• Identify portfolio optimization opportunities and propose trading, dispatching, or hedging strategies to enhance performance.
• Monitor and report portfolio exposure, P&L drivers, and key performance indicators.
• Support portfolio decisions related to asset acquisition, divestment, and long-term contracting.

BESS Analysis & Commercial Strategy

• Analyze the commercial value of BESS assets across different market frameworks (energy, ancillary services, capacity mechanisms).
• Develop and assess BESS revenue-stacking strategies and operational assumptions.
• Support the definition and implementation of commercial strategies for standalone and co-located BESS projects.
• Contribute to investment evaluations, business cases, and go-to-market strategies for storage assets.
• Risk Management
• Develop and maintain risk management frameworks and metrics to assess exposure to price, volume, and counterparty risks.
• Collaborate with trading, finance, and operations teams to ensure consistent application of risk policies and limits.
• Support the design and interpretation of stress tests, scenario analyses, and valuation models.
• Provide independent risk and performance insights to support decision-making.

Market Fundamentals & PPA Analysis

• Conduct in-depth analysis of power, gas, and carbon markets, including supply-demand dynamics, regulatory developments, and technology trends.
• Evaluate, structure, and price PPAs and other long-term contracts, assessing value drivers, optionalities, and risk allocation.
• Support commercial negotiations with data-driven insights, pricing analysis, and scenario comparisons.
• Monitor market developments to inform long-term commercial and hedging strategies.

Decision Support & Management Reporting

• Translate complex market, portfolio, and asset analysis into clear recommendations for business and investment decisions.
• Prepare presentations, dashboards, and strategic reports for senior management, investment committees, and internal stakeholders.
• Contribute to cross-functional projects involving asset management, M&A, and strategic initiatives in energy markets.
• Support the implementation of approved strategies through coordination with relevant teams.

Qualifications

• Degree in Engineering/Economics/Finance.
• Ideally 5-7 years of relevant experience in the European (green) energy sector.
• Strong analytical background in power markets, energy trading, or asset management.
• Solid understanding of PPAs, portfolio optimization, and risk management concepts.
• Experience or strong interest in BESS economics and commercial frameworks.
• Past experience at a European utility company is an advantage.
• Ability to translate analysis into actionable commercial and strategic recommendations.
• Strong communication skills and ability to interact with senior stakeholders.