Energy Analyst

About the Role

Concentric Energy Advisors is seeking an entry-level Energy Analyst for its Marlborough, MA headquarters. Analysts play a critical role on project teams, contributing modeling, data analysis, and research tasks essential to client engagements. Analysts work collaboratively with senior colleagues to develop solutions for utility and energy clients.

Key Responsibilities

• Research stocks and bonds for public utility companies.
• Research trends and news within the utility industry, including filings, mergers and acquisitions, competitive position, and financial stability of organizations.
• Utilize Excel and other quantitative software to analyze data.
• Research and analyze capital markets and perform debt and equity analyses.
• Create and utilize models within Excel.
• Report on securities research to project managers.
• Utilize Bloomberg terminal, S&P website, Lexis-Nexis, and other sites to conduct research.
• Write analyses, whitepapers, and other documentation from researched materials.
• Work on various projects within the energy and utility space.
• Mentor and guide junior staff on project work.

Requirements & Tech Stack

• Excel: Intermediate to advanced skills, including VLOOKUP, HLOOKUP, COUNTIF, pivot tables, financial modeling, regressions, forecasting, and the creation of charts and graphs.
• MS Word, PowerPoint, Outlook, and SharePoint.
• Bloomberg terminal
• S&P website
• Lexis-Nexis

Qualifications

• Bachelor’s Degree required, ideally in Finance, Mathematics, Economics, or Energy.
• Superior academic record – a GPA of 3.5 or above is desired.
• Previous relevant internships or 1-2 years’ work experience within finance, investments, math, economics, public policy, and regulation within the energy/utility industry.
• Consulting experience within energy/utilities is highly desirable.
• Strong quantitative skills and research skills, with the ability to synthesize information accurately.
• Strong writing skills with very good attention to detail, grammar, and spelling. Must be able to write extensive reports for clients including visualizations.
• Must be collegial and enjoy working in a team environment, with the ability to also operate independently.
• Must be highly detail oriented with strong follow-through and organizational skills.
• Must prioritize workload while maintaining accuracy, consistency, and confidentiality.

Additional Information

• Annual base salary: $93,000 plus an annual incentive compensation bonus.
• Opportunities to participate in equity ownership.
• Emphasis on a collegial and collaborative work environment.
• Opportunities for professional growth and skill development.
• The company may request writing samples, educational transcripts, cover letters, and references.