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

2. 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).

3. Quantify total addressable market (TAM/SAM) by power density, cooling type, geography, and customer tier.

4. Identify leading indicators of demand (e.g., GPU cluster deployments, chiplet roadmaps, permitting pipelines).

5. Customer Deep Dives

6. 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).

7. Analyze pain points and decision drivers: cost per kW, cooling efficiency, supply chain resilience, time-to-market, carbon accounting.

8. Map customer technology adoption curves (air → immersion → direct-to-chip → rear-door heat exchangers).

9. Competitive Benchmarking

10. Conduct capability analysis of competitor solutions

11. Benchmark product performance (efficiency, density support, MTBF), software maturity (DCIM, predictive analytics, digital twins), and commercial models (as-a-service, outcomes-based pricing).

12. Track patent filings, standards participation, and partnership announcements.

13. Strategic Insights & Executive Reporting

14. Benchmark competitor financial and operating performance, including market cap, enterprise value, key financial indicators, growth rate, margin performance, and valuation metrics

15. Support board and leadership with data-backed narratives on market share shifts, technology disruption risks, and growth opportunities.

16. Maintain a live strategic dashboard (Power BI/Tableau) tracking KPIs: market growth rates, customer capex, competitor revenue, and share of wallet.

17. Corporate Development & M&A Support

18. Screen and prioritize acquisition targets.

19. Monitor competitor M&A, venture funding, and SPAC activity in the data center ecosystem.

20. Cross-Functional Collaboration

21. Partner with Product Management to validate feature prioritization against customer RFPs and competitor gaps.

22. Advise Sales & Marketing on messaging, vertical targeting, and