arrow_down Business Analyst

SUMMARY:
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POSITION INFO:

We’re looking for an experienced Business Analyst with experience working on Linked Investment Products. We require someone based in Cape Town, and it will be for an initial 12 month contract. You’ll play a pivotal role in the design, enhancement, and migration of linked investment product capabilities. The role requires a deep understanding of South African investment product regulations, platform operations, and linked-product administration, with proven experience supporting large-scale platform migration initiatives in the financial-services sector.

What you'll do:

• Elicit, analyse, and document business requirements for linked investment products, including end-to-end processes across administration, reporting, and compliance.
• Collaborate with Product, Operations, Compliance, and the Vendor to ensure solutions align with regulatory frameworks such as FAIS, FICA, Pensions Fund Act, and Treating Customers Fairly (TCF), PDD, etc.
• Translate business needs into detailed functional specifications and acceptance criteria.
• Support and document end-to-end business processes impacted by platform migration.
• Conduct gap analysis between legacy and target-state platforms, focusing on investment account structures, pricing, fee models, and transactional workflows.
• Work closely with the Vendor teams to validate interfaces, data mappings, and reconciliation logic.
• Develop and execute test scenarios and test cases to validate linked product functionality, data migration accuracy, and system integrity.
• Perform regression, UAT, and end-to-end testing across integrated systems.
• Ensure defects are logged, tracked, and resolved efficiently.
• Liaise with cross-functional teams including Product Development, Compliance and Operations.
• Communicate complex system and product changes in a structured and comprehensible manner to business stakeholders.
• Support business readiness activities, user training, and post-implementation validation.

Your Expertise:

• Minimum 5 years’ experience as a Business Analyst within a financial-services or investment-administration environment.
• Demonstrated experience working with Linked Investment Products (LISP), Investment Platforms, or Wealth Management Systems.
• Strong working knowledge of South African investment regulations and industry practices (FAIS, FICA, TCF, CISCA, ASISA guidelines, PDD etc.).
• Proven involvement in platform migration, system implementation, or data-migration programmes.
• Advanced testing ability with exposure to structured testing tools (e.g., HPQC, Jira, or similar).

Qualifications:

• Relevant tertiary qualification in Finance, Investments, Business Analysis, or Information Systems.