Job Description

Who We Are

Build. Scale. Sustain.

PALO IT is a global technology consultancy that crafts tech as a force for good. We design, develop, and scale digital and sustainable products and services to unlock value across the triple bottom line: people, planet, profit. We do the right thing, and we do it right. We’re proud to be a World Economic Forum New Champion and a B Corp-certified company.

• Small enough to care locally, big enough to deliver globally (5 continents, 18 offices, +650 experts from +50 nationalities)

• Robust and resilient (100% independent and 0 debt)

• Entrepreneurs and passionate experts: We invest in what we believe in and operate with collective intelligence

• Positive, courageous, caring, doers and committed to excellence

About Gen-e2

AI-First Product Engineering — Reinvented

Gen-e2 is our revolutionary approach to product delivery. While most teams use AI to support traditional workflows, we’ve redefined the entire SDLC around AI. Gen-e2 integrates AI-native processes, tooling, and architecture to boost quality, speed, and sustainability.

• 95% of the product (code, documentation, infra, tests, even UI) is AI-generated

• All work is contextualized in a single product repository for consistent generation quality

• Rules, templates, and prompt libraries ensure scalable, secure, and enterprise-grade output

• Gen-e2 delivers end-to-end products 2–3× faster than traditional models

Your Role

As a Business Analyst in our banking team, you will play a vital role in ensuring the accurate documentation and follow-up of business requirements in banking initiatives. You will coordinate project implementations with internal areas and insurance partners, ensuring regulatory compliance, operational quality, and commercial results.

• Gather, document, and validate business requirements, operational rules, and business needs.
• Translate requirements into functional specifications for systems and validate with stakeholders.
• Track initiatives of products, campaigns, operational improvements, and migrations.
• Monitor project progress against plans, identifying risks and deviations, and prepare executive status reports.
• Act as a liaison between internal areas (Business, IT, Operations, Finance, Risk) and external partners (insurance providers).
• Analyze end-to-end processes (sales, issuance, collections, cancellations) to identify efficiencies and improvement opportunities.
• Ensure that processes and projects comply with relevant regulations and internal policies.
• Participate in system validation and post-implementation analysis.
  

Who You Are

• 5+ years of experience in Business Analysis, PMO, or projects within the financial, insurance, or banking sector.
• Proven ability to lead requirement gathering and documentation processes.
• Proficiency in utilizing Excel for data analysis and reporting.
• Experience with Agile project methodologies is a plus.
• Familiarity with BRD, FRD, user stories.
• Understanding of process modeling (AS IS / TO BE).
• Knowledge of insurance products (life, auto, protection) and related KPIs.
• Proficiency in relevant regulatory frameworks (CNSF, CNBV, or financial regulations).

Soft Skills:

• Excellent analytical and problem-solving skills.
• Effective communication abilities across business and technology domains.
• Strong organizational skills with a focus on monitoring and follow-up activities.
• Proactive mindset with a results-oriented approach.

More About PALO IT

We’re eager to adapt to change, learn from our experiences, and move to meet our planet’s urgent needs. We are continuously taking action to:

• Become a climate net-zero company
• Deliver projects with a positive impact
• Train 100% of our workforce on impact
• Achieve B Corp certification among all our offices across the globe
• Continuously measure & improve employee happiness

Our clients are amongst the world's most successful companies. We innovate with both established Fortune 1000s, SMEs, and start-ups aiming to make an impact, become global leaders, and address the world's complex challenges.

What We Offer

• Stimulating working environments
• Unique career path
• International mobility
• Internal R&D projects
• Knowledge sharing
• Personalized training
• Entrepreneurship & intrapreneurship

For more on our team culture and benefits,

Check out our careers page.
And our PALOCast with direct testimonies from our Palowans!

PALO IT is an equal opportunity employer that values merit, qualifications, and abilities. We prioritize privacy and data security. For more information on our privacy practices, please refer to our Privacy Policy.