Business Analyst – Personal Share Portfolio (PSP)

SUMMARY:
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POSITION INFO:

PBT Group is seeking a seasoned Business Analyst to support the planning, design, and implementation of Personal Share Portfolio (PSP) solutions within an investment platform environment. This role is ideal for a professional with a strong understanding of investment products and PSP operations, who can bridge the gap between business needs and technical delivery.

Key Responsibilities

• Translate strategic goals into functional business requirements for PSP functionality.
• Facilitate workshops with stakeholders to gather, clarify, and document requirements.
• Create, manage, and prioritise user stories in collaboration with Product Owners.
• Work with development teams to break down complex requirements into actionable tasks.
• Participate in Agile ceremonies including sprint planning, daily stand-ups, retrospectives, and sprint reviews.
• Conduct thorough testing and validation of business requirements and user stories.
• Perform business, system, and functional analysis—including “as-is” and “to-be” process mapping and impact assessments.
• Collaborate with internal business units and third-party vendors to deliver successful project outcomes.
• Support warranty and production phases by troubleshooting incidents and assisting in root cause analysis.
• Provide post-implementation reviews and continuous feedback to stakeholders.
• Engage in ongoing learning of market dynamics and platform advancements to support proactive delivery.

Required Knowledge & Experience

• Minimum 7 years’ experience in the investment industry, with at least 2 years focused on PSP solutions.
• In-depth understanding of investment and life products, PSP operations, and investment banking processes.
• Experience with Oracle applications and web-based (UI) platforms.
• Proven track record of working across business, IT, and vendor teams in high-paced environments.
• Proficient in JIRA, Confluence, and other Agile collaboration tools.
• Competence in MS Office Suite, particularly Excel (intermediate level) and Visio.
• Strong verbal and written communication skills.

Qualifications

• Degree or diploma in Finance, Economics, Statistics, Investment Management, Business Management, or related field.
• Business Analysis certification (e.g., IIBA, FTI, or similar).
• Familiarity with Agile frameworks and methodologies.

Core Competencies

• Communication: Clear, concise, and effective verbal and written communication.
• Customer Centricity: Focused on quality outcomes and client satisfaction.
• Analytical Thinking: Capable of breaking down complex problems logically.
• Team Collaboration: Works well in diverse, cross-functional teams.
• Resilience: Maintains composure and productivity under pressure.
• Persuasion & Influence: Confident in guiding stakeholders and aligning priorities.
• Change Leadership: Advocates for innovation and process improvement.
• Integrity: Acts with honesty and consistency in all interactions.