Technical foundation in subsurface: BS in petroleum engineering, geological engineering, or geoscience, or equivalent hands-on experience.
3+ years in energy research, technical evaluation, or energy equity research and investing.
Production forecasting fluency. You can explain what a b factor above 1.0 implies for a forecast and when you would override it.
Economics fluency: NPV, IRR, payout, price decks, CAPEX tiering, differentials. You can say what the answer is sensitive to.
Corporate modeling. You can get from a well-level forecast to cash flow, NAV, and a valuation view. You do not need to have run coverage on your own yet, but you need to have built the model, not just read the output.
Comfortable in public filings and reserve reports, and skeptical of them in the right places.
Hands-on with commercial well databases (S&P; Global, Enverus, TGS, or similar) including their failure modes.
Long-form technical writing. You can hold a thesis across a long document without it turning into a data dump, and build a methodology appendix someone could audit.
Compression. You can take that same study down to two pages and lose none of what makes it defensible.
Work you can show us and claim. Published research, investor materials, papers, or internal studies that changed a decision. A team byline is fine. We want to hear which parts were yours.
Willingness to be the named author. You will be cited, quoted, and occasionally argued with in public, and we will put your name on it from the first piece.