Senior Business Analyst

Patria Investments; City of Edinburgh; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading alternative asset manager based in Edinburgh is seeking a Senior Business Analyst (Funds) to support a platform upgrade within their GPMS business. The focus will be on embedding a new data platform and meeting complex reporting requirements. Candidates should have at least 5 years of experience, preferably in asset management, and proficiency in tools like Power BI. The role offers a hybrid working model and opportunities for professional growth.

Qualifications

• Experienced business analyst with at least 5 years’ experience.
• Asset management experience essential, private assets experience beneficial.
• Experience with data-driven projects and data visualization tools.

Responsibilities

• Coordinate requirements and delivery of the new platform's reporting outputs.
• Ensure consistency of reporting outputs and data structures across asset classes.
• Create and maintain comprehensive artefacts to support transparency.

Skills

Business analysis

Data analysis

Power BI

Data visualization

AI capabilities

Tools

Power BI

Job description

About the Team

Patria Global Private Market Solutions (GPMS) business manages more than $12bn of primary, secondary and co-investment investments in multiple jurisdictions and within a broad range of collective funds and segregated accounts. The business has an exciting future following its acquisition by Patria Investments in 2024

About Patria

Patria is a leading alternative asset manager. We manage over $50bn and have over 30 years’ experience in Private Equity, Infrastructure, Real Estate and Credit.

About the Role

We are looking for a Senior Business Analyst (Funds) to support the implementation of a platform upgrade in Patria GPMS. The role will work as an integral part of the business and the project team to deliver an advanced data platform and other related platform enhancements. This will include daily engagement with operational, investment and technology teams and our external partners. The role will have a particular focus on embedding the data platform and meeting complex business requirements from the platform’s (BI) reporting layer.

This is a fixed term contract role that is Edinburgh based and will report to the Head of Reporting & Data Analytics in GPMS. We operate a hybrid working policy with the opportunity to work from home one day a week.

Key Responsibilities

• Coordinate requirements, third-pary build, delivery and adoption of the new platform’s reporting outputs, with strong emphasis on acurracy and auditability
• Develop the operating model for the maintenance of those reporting outputs, incorporating robust processes for version control, data lineage, and change management
• Ensure consistency and coherence of reporting outputs, terminology and data structures across asset classes
• Support the project and BAU temas with an advance understanding of the platform’s data inputs and outputs and implement controls to monitor data quality and integrity
• Create and mantain comprehensive artefacts (e.g. Data dictionaries, process flows etc.) to support transparency and knowledge transfer.
• Support wider initiatives across the progeam including use of commercially available NLP and LLM tools applied to the platform

Skills & Experience

• Experienced business analyst with at least 5 years’ experience
• Asset management experience essential, private assets experience beneficial
• Experience of working on tech-enabled, data-driven projects
• Proficiency in Power BI and other data visualization tools
• Experience of working with AI capabilities like NPL,ML,LLM applications beneficial
• Excellent analytical and problem-solving skills, proactive, detailed-oriented with strong verbal and written communication skills
• Ability to interact and build relationships with wide range of people, work effectively in a fastpaced enviroment and keen to take responsibility.

Key Deliverables

• Comprehensive data governance framework and control processes implemented across the platform
• Standardised and auditable reporting suite delivered via Power BI, aligned with business requirements
• Data quality metrics and monitoring tools established to ensure integrity and consistency across asset classes
• Complete set of project artefacts including data dictionaries, process flows, and governance documentation
• Operational model for ongoing maintenance and enhancement of reporting outputs, including version control and change management protocols

Diversity

At Patria we do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other protected class. Our employment policies strictly prohibit all forms of discrimination on any of the grounds in relevant laws. All our employment practices are solely based on individual merit and our organization’s needs at the time.