Business Analyst - Investment

SUMMARY:
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POSITION INFO:

PBT Group is looking for a dynamic and detail-oriented Business Analyst to join our delivery team. This role requires a highly analytical individual who will work cross-functionally to understand business needs, elicit and document requirements, and support the implementation of solutions that enhance client outcomes—particularly in the financial services and investment domain.

Key Responsibilities

• Understand and interpret the broader business strategy and market dynamics.
• Lead and facilitate workshops to elicit and document business, functional, and system requirements.
• Analyse and refine requirements into actionable user stories for development teams.
• Collaborate with Product Owners to define, manage, and prioritise the product backlog.
• Assist in breaking down complex features into executable units with development and QA teams.
• Validate stories through thorough testing and user acceptance checks to ensure solution quality.
• Participate in Agile ceremonies: sprint planning, daily stand-ups, retrospectives, reviews.
• Conduct post-implementation reviews and relay findings to stakeholders.
• Perform detailed “as-is” and “to-be” analysis to support change impact assessments.
• Provide ongoing support during warranty phases, liaising with operations, IT, and third-party vendors.
• Assist in troubleshooting production incidents or enhancements as required.
• Document business processes using appropriate techniques and notations (e.g., UML, BPMN).
• Continuously seek opportunities to optimise processes and improve service delivery.

Required Knowledge & Experience

• Deep understanding of investment and life products.
• Sound knowledge of South African investment platforms and platform operations.
• Exposure to financial services regulations as they relate to investment platforms.
• Strong analytical skills with experience in business and data analysis.
• Experience working with cross-functional teams and third-party vendors.
• Proficient in Agile methodologies and tools such as JIRA and Confluence.
• Skilled in MS Office tools (Excel to intermediate level, Word, Outlook, Visio).
• Excellent communication skills (both verbal and written).

Qualifications

• Relevant degree or diploma in Finance, Economics, Statistics, Investment Management, or Business Management.
• Recognised Business Analysis certification (e.g., IIBA, FTI, or similar).
• Certification or exposure to Agile frameworks (Scrum, SAFe) is advantageous.

Key Competencies

• Communication: Able to convey technical and business concepts clearly across audiences.
• Customer Centricity: Focused on delivering exceptional user experiences.
• Analytical Thinking: Approaches problems methodically and logically.
• Resilience: Maintains performance and composure in high-pressure situations.
• Collaboration: Works effectively within diverse teams and stakeholder groups.
• Influence & Persuasion: Able to guide decisions and achieve alignment.
• Adaptability: Embraces and leads change in fast-moving environments.

Integrity: Displays consistency and honesty in all interactions.