Business Analyst

The Business Analyst is the central intelligence hub for the data center end-market. This role owns deep-dive analysis of market trends, growth drivers, operational challenges, and competitive positioning across customers and competitors. The analyst translates raw data into strategic insights that inform product roadmaps, go-to-market strategies, M&A targeting, and executive decision-making.

Key Responsibilities

1. Market Intelligence & Trend Analysis

• Continuously track macro and micro trends in the data center segment: AI workloads, emerging power and cooling technology adoption, edge computing, sourced power and siting commitments, hyperscale capex cycles, and regulatory shifts (e.g., EU Energy Efficiency Directive, SEC climate disclosures).
• Quantify total addressable market (TAM/SAM) by power density, cooling type, geography, and customer tier.
• Identify leading indicators of demand (e.g., GPU cluster deployments, chiplet roadmaps, permitting pipelines).

2. Customer Deep Dives

• Build and maintain detailed profiles of top 50 hyperscalers, colocation providers, and enterprise data center operators (e.g., build plans, power density targets, PUE/WUE targets, vendor scorecards, ESG commitments).
• Analyze pain points and decision drivers: cost per kW, cooling efficiency, supply chain resilience, time-to-market, carbon accounting.
• Map customer technology adoption curves (air → immersion → direct-to-chip → rear-door heat exchangers).

3. Competitive Benchmarking

• Conduct capability analysis of competitor solutions
• Benchmark product performance (efficiency, density support, MTBF), software maturity (DCIM, predictive analytics, digital twins), and commercial models (as-a-service, outcomes-based pricing).
• Track patent filings, standards participation, and partnership announcements.

4. Strategic Insights & Executive Reporting

• Benchmark competitor financial and operating performance, including market cap, enterprise value, key financial indicators, growth rate, margin performance, and valuation metrics
• Support board and leadership with data-backed narratives on market share shifts, technology disruption risks, and growth opportunities.
• Maintain a live strategic dashboard (Power BI/Tableau) tracking KPIs: market growth rates, customer capex, competitor revenue, and share of wallet.

5. Corporate Development & M&A Support

• Screen and prioritize acquisition targets.
• Monitor competitor M&A, venture funding, and SPAC activity in the data center ecosystem.

6. Cross-Functional Collaboration

• Partner with Product Management to validate feature prioritization against customer RFPs and competitor gaps.
• Advise Sales & Marketing on messaging, vertical targeting, and account-based strategies.
• Support R&D with voice-of-market input on emerging workloads (e.g., 100 kW racks, immersion-ready PDUs).

Qualifications

Required

• 3–7 years in business analysis, strategy consulting, investment banking, or market intelligence within infrastructure, energy, or industrial tech.
• Proven Excel data visualization mastery (financial modeling, pivot tables, scenario analysis; Power BI/Tableau proficiency).
• Strong grasp of data center fundamentals: power density, cooling architectures, PUE/WUE, redundancy tiers (N 1, 2N).
• Experience analyzing public filings (10-Ks, investor presentations), industry reports (Uptime Institute, 451 Research, Gartner), and technical papers.

Preferred

• MBA or Bachelor’s in Engineering, Economics, Finance, or Data Science.
• Prior exposure to AI infrastructure (training/inference clusters, chip-level power delivery).
• Familiarity with sustainability frameworks (Science Based Targets, CDP, RE100).
• Experience supporting M&A due diligence or corporate venture investments.