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Overlay Capital · 22 hours ago

Director, Fusion & Firm Power

Denver, CO

Full-time

Onsite

Lead/Staff

$175K/yr - $200K/yr

Overlay Capital is a multi-strategy private investment manager focused on essential systems in energy, waste, and the built environment. They are seeking a Director of Fusion & Firm Power to lead investment judgment and capital allocation in nuclear energy and grid modernization, collaborating with internal and external partners.

FinanceFinancial ServicesWealth Management

Responsibilities

Develop and maintain probabilistic models and frameworks to assess nuclear and grid-related investment opportunities

Evaluate fusion and advanced nuclear companies across technology readiness, policy dynamics, capital structure, and long-term deployment potential

Present investment recommendations at Investment Committee

Identify regime shifts and re-rating catalysts across nuclear, fusion, and grid modernization

Support investment decision-making across direct company investments and 'picks-and-shovels' platform opportunities

Collaborate with external partners and advisors, including nuclear operators and academic experts

Translate complex technical and policy developments into clear, capital-relevant insights for internal use and LP communication

Qualification

Nuclear energy experienceGrid infrastructure experienceFinancial modelingProbabilistic reasoningScenario analysisIntellectual curiosityCollaborative mindset

Required

Experience in nuclear energy, grid infrastructure, advanced energy investing, or adjacent systems-level fields

Strong comfort with probabilistic reasoning, scenario analysis, and decision-making under uncertainty

Strong financial modeling skillset

Ability to integrate technical, policy, and capital considerations into coherent investment judgment

Intellectual curiosity and willingness to engage deeply with emerging technologies

Collaborative mindset and low-ego working style

Benefits

Comprehensive benefits package

100% employee-paid health coverage

Day-one 401(k)

PTO

And more

Company

Overlay Capital

Overlay Capital is an alternative investment manager offering value through a cycle-agnostic approach.

Alpharetta, Georgia, USA

11-50 employees

https://overlaycapital.com/

Funding

Current Stage

Early Stage

Leadership Team

Chadd Evans

Managing Partner

Eric Rubinstein

Managing Partner

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