Business Analyst / Asset Management
Asset Management, Palantir Foundry, Azure, Power BI, Tableau, Visible Alpha, CapIQ
About the role
In this role, you will be a bridge between product/business strategy, data analytics, and technology delivery by gathering the scope, defining the product vision and building a roadmap for products that enable smarter, faster, and more informed investment decisions.
You will work closely with cross-functional teams including Data Architect, ML Engineer, Palantir Foundry Analyst BA/QA and business stakeholders to translate opportunities and client needs into impactful product features and measurable business outcomes.
If you are a Senior Business Analyst who thrives in a software consulting environment, comfortable switching contexts, leading client conversations, and turning ambiguity into shipped, reliable data products for real investment teams, this job is for you!
About the project
This project involves developing a centralized data platform tailored for a leading, multidisciplinary asset manager. The goal is to support informed, data-driven investment decisions for high-growth companies, asset portfolios, and other instruments. The platform will consolidate a diverse set of data sources—including financial, legal, and operational data—into a unified, secure environment, reducing manual data handling and minimizing errors.
By transforming raw data into structured data marts, the platform will enable sophisticated analytics, real-time visualization, and performance tracking through tools accessible via web and mobile interfaces. This will enable PMs and analysts to assess portfolio risks quickly, identify emerging opportunities, and conduct scenario analyses.
The project leverages Palantir Foundry capabilities to build scalable, repeatable data pipelines, integrating key data sources such as Visible Alpha and CapIQ. Outputs will include detailed tables and customizable charts to facilitate comparative analysis across assets, sectors, and timeframes. An innovative set of charting tools enabling users to customize key metrics roll-ups on select portfolio assets over arbitrary timeframes, enhancing asset allocation and investment strategies.
Future phases will incorporate AI and machine learning functionalities to enhance predictive analytics, optimize portfolio construction, and improve risk management. This initiative aims to provide a strategic advantage by delivering timely, accurate insights aligned with asset management objectives. It is a long-term project designed for continuous evolution to meet the dynamic needs of asset managers and investment teams.
Who are we looking for?
Skills & Experience
- 5+ years of experience as a Business Analyst and/or Product Owner on software delivery teams (Agile/Scrum/Kanban);
- Experience in Real Estate and/or Finance, ideally including asset/property management workflows and terminology;
- Proven experience owning a product backlog end-to-end from discovery through delivery, UAT, and release support;
- Demonstrate a strong focus on detail and a user-centric approach;
- Strong stakeholder management skills, including facilitating workshops, negotiating trade-offs, and managing expectations across business/UX/engineering;
- Hands-on experience with process and data modeling techniques (BPMN/process maps, data flows, data dictionaries/semantic definitions);
- Strong analytical skills, including impact analysis, dependency management, and risk/mitigation communication;
- Capable of developing and integrating business analysis approaches into projects.
Nice to have
- Experience with assets/property management;
- Hands-on with BI tools such as Tableau, Power BI, Sisense, or QuickSight;
- Familiarity with Human-Centered Design / JTBD for discovery and outcome definition.
Responsibilities
- Identify business needs and elicit functional and non-functional requirements through interviews, workshops, and other relevant techniques;
- Lead product discovery efforts and produce clear actionable results, including problem statements, solution options, prototypes, success metrics, and stakeholder alignment;
- Design and own product backlog, including prioritization, dependency management, and release planning;
- Document, analyze, and break down requirements into clear, unambiguous, and actionable delivery items (epics, stories, acceptance criteria);
- Facilitate working sessions with stakeholders, UX, and the development team to shape solutions, clarify trade-offs, and confirm scope;
- Communicate with stakeholders and the team to manage expectations, surface risks early, and drive timely decisions;
- Maintain a single source of truth for requirements, definitions, decisions, and changes in a structured knowledge base;
- Assist in User Acceptance Testing (UAT) and user training by defining test scenarios, triaging issues, and validating acceptance;
- Advocate for business needs as a whole by assessing downstream impacts and ensuring changes remain consistent with agreed outcomes and KPIs.
What we offer
Work:
- Flexible working hours;
- Collaborative, friendly team environment;
- Remote/Hybrid work;
Life:
- Company social events;
- Annual corporate parties;
Health:
- Comprehensive medical insurance;
Education:
- Allowances for professional education;
- English language courses with native speakers;
- Internal knowledge-sharing sessions.
What we offer
About Proxet
Proxet is a professional software development firm trusted by clients from around the world. With our expertise in AI and machine learning, we help businesses reimagine their possibilities and transform ideas into tangible digital solutions. By providing core services with an emphasis on data practices, we shape the future, one step at a time.
If you’d like to join our Proxet Nation and work closely with high-level professionals and our engineers, fill in the form!
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