DataMoo.AI
Website:
datamoo.ai
Job details:
Job Overview
We are seeking a Product Owner / Senior Business Analyst to support a multi-year initiative to modernize investment performance reporting, investor reporting, and allocation and billing related to corporate financial planning and analysis. This is a high-visibility, front-facing role with frequent interaction with Investments, Investor Relations, financial planning and analysis, and Accounting. You will act as the product owner for key data and reporting capabilities, translating business needs into clear requirements and guiding the work of data and analytics teams.
Role Details
- Working Hours: Provide coverage with Client working hours (upto 1 am IST)
- Target Industry: Asset Management / Private Equity / Real Estate Investment
Role and Responsibilities
Product Ownership and Roadmapping
- Own the product vision and roadmap for data and reporting capabilities across:
- Track Record, Partner reporting, investor reporting, and allocation and billing related to corporate financial planning and analysis.
- Work with business leaders to prioritize initiatives, define scope, and agree on minimum viable products and success measures.
- Document, maintain and communicate a clear backlog of features and enhancements for data engineering and business intelligence teams.
Requirements, Analysis, and Design
- Lead workshops and interviews with Investments, Investor Relations, financial planning and analysis, and Accounting to gather detailed requirements.
- Document:
- Business requirements, user stories, acceptance criteria, and process flows.
- Minimum viable product definitions and success criteria for each release.
- Analyze and map current-state processes and data flows across Yardi, Salesforce, Argus (preferred), Excel, and other systems.
- Collaborate with data modelers and data engineers on conceptual and logical data models (fund, asset, investor, performance, allocation, billing).
Business Definitions, Glossary, and Catalog
- Create and maintain the business glossary and key data definitions for:
- Performance metrics (internal rate of return, net asset value, gross asset value, net operating income, stabilized operating income, etc.).
- Investor and fund attributes, allocation and billing concepts, and financial planning and analysis metrics.
- Partner with data teams to maintain a data catalog, including source systems, curated tables, and key reports.
Testing, Validation, and Rollout
- Define test cases and scenarios that reflect real-world operating and investment scenarios.
- Lead or support user acceptance testing:
- Coordinate business testers, track defects, and oversee resolution with technology teams.
- Reconcile new reports and data outputs with legacy sources (existing systems and Excel) and document differences clearly.
- Support rollout and adoption through training sessions, demonstrations, and clear communication.
Stakeholder Communication and Materials
- Prepare and maintain PowerPoint presentations, Excel templates, and Word documents for steering committees, working groups, and end-user sessions.
- Clearly communicate priorities, risks, and decisions to both senior business stakeholders and technical teams.
- Serve as the primary point of contact for questions about scope, timelines, and product direction.
Skills and Experience
- Strong business analysis skills:
- Requirements gathering, process mapping, user story writing, and acceptance criteria.
- Solid understanding of real estate and investment concepts, including:
- Internal rate of return, net asset value, gross asset value, net operating income, stabilized operating income, fund and asset hierarchies, capital calls, and distributions.
- Excellent written and verbal communication; comfortable leading workshops and summarizing complex topics clearly.
- Ability to bridge business and technology:
- Translate business language into structured requirements and data definitions.
- Strong organizational skills; ability to manage multiple workstreams and stakeholders.
- Typically 4 – 7 or more years as a Business Analyst, Product Owner, or similar role.
- Significant experience in real estate, private equity, asset management, or broader financial services.
- Prior work with property management systems and investment data (Yardi, Salesforce, Argus, or equivalents).
- Demonstrated success working across business and technology on data and reporting programs, including investor reporting and corporate financial planning and analysis.
Tools
- Proficiency with Microsoft PowerPoint, Excel, and Word.
- Experience with Jira, Confluence or similar tools for backlog, requirements, and issue tracking.
- Familiarity with process mapping tools (such as Visio, Lucidchart, Miro).
- Experience with business glossary and data catalog tools.
- Experience working with or alongside:
- Yardi and Salesforce is required.
- Argus experience is strongly preferred.
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