Business Process Analyst

SUMMARY:
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POSITION INFO:

We’re looking for an experienced Business Process Analyst with experience working on Investment Platforms. We require someone based in Cape Town, and it will be for an initial 12 month contract. You’ll be responsible for analysing, designing, and optimising end-to-end business workflows for a new investment-platform environment. The ideal person will have a strong understanding of investment product administration, South African financial regulations, and workflow automation tools, with proven experience supporting process re-engineering within the investment or financial-services industry.

What you'll do:

• Map and document current-state (AS-IS) and future-state (TO-BE) business processes across investment administration, client servicing, and product operations.
• Identify process inefficiencies, duplication, and manual dependencies to drive simplification and automation.
• Collaborate with business units, product owners, and the Vendor to define optimal workflow solutions aligned with Sanlam’s digital-platform strategy.
• Ensure that process improvements adhere to governance, compliance, and control requirements (FAIS, FICA, Pension funds Act, TCF, PDD etc.).
• Develop and maintain workflow models in business-process management (BPM) tools.
• Support design and deployment of automated business rules, approval routing, and digital form processing.
• Collaborate with the Vendor to translate business process logic into system configurations and integrations.
• Analyse and document process impacts of migrating from legacy systems to target-state platforms.
• Conduct gap and impact analysis on existing workflows, identifying required process and data-flow adjustments.
• Support business readiness, testing, and adoption planning to ensure smooth process transitions post-migration.
• Develop test cases for process and workflow validation and conduct UAT for new or enhanced workflows.
• Track and analyse process performance metrics post-implementation to ensure continuous improvement.
• Facilitate workshops and walkthroughs with multiple stakeholders to validate and refine workflow designs.
• Act as a bridge between operations and the Vendor teams, ensuring clarity and alignment throughout delivery.

Your Expertise:

• Minimum 5 years’ experience as a Business Process Analyst or Workflow Analyst in the financial-services or investment-administration sector.
• Strong knowledge of South African investment and regulatory frameworks (FAIS, FICA, Pension Funds Act, PDD, etc.).
• Proven experience in workflow modelling, process mapping, and automation (BPM, RPA, or similar tools).
• Experience participating in system migration, platform modernisation, or operational-transformation programmes.
• Solid understanding of investment-administration processes (transactions, reconciliations, pricing, and reporting).

Qualifications:

• Tertiary qualification in Business Analysis, Information Systems, Industrial Engineering, or Process Engineering.