Personal Share Portfolio Business Analyst

SUMMARY:

The purpose of the role is to plan, design, develop and launch Personal Share Portfolios (PSP) and associated business processes across the Investment platform.

Key responsibilities

• Ensuring continual appreciation of the broader business context by understanding industry and market dynamics, and our strategic goals.
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  POSITION INFO:
  

  The purpose of the role is to plan, design, develop and launch Personal Share Portfolios (PSP) and associated business processes across the Investment platform.

  Key responsibilities

  • Ensuring continual appreciation of the broader business context by understanding industry and market dynamics, and our strategic goals.
  • Prepare and facilitate requirements elicitation workshops with stakeholders to define business requirements.
  • Creation of user stories.
  • Consult and develop product backlog with Product Owners.
  • Guide the development teams to break down large and complex user stories into simplified versions for execution.
  • Test the user stories for accuracy and compliance to ensure undisputed acceptance and validation of stories.
  • Conduct post implementation review and provide feedback to the stakeholders.
  • Participate in sprint planning, daily scrums, testing, retrospectives, and sprint reviews.
  • Analysis of business, system and functional requirements including as-is to-be analysis, impact analysis of changes required to existing systems and processes.
  • Consult and co-ordinate with key stakeholders across Business and IT teams.
  • Critically evaluate information gathered from multiple sources, reconcile information conflicts, break down high-level information into their constituent details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true business needs.
  • Work closely with internal Group-wide teams and external teams and vendors to deliver a successful outcome.
  • Assist in Production support to solve incidents or document requests in conjunction with the IT and Business operational teams as part of the warranty phase

  Qualifications

  • Relevant Commerce degree/diploma in Finance, Economics, Statistics, Investment Management or Business Management or related fields.
  • Business Analysis certification/qualification.
  • Agile methodology

  Knowledge and Experience

  • A deep understanding of investment products.
  • A deep understanding of South African Investment Platforms and platform operations.
  • An understanding of investment banking as it relates to PSP platform providers.
  • Requires a minimum of 7 years in the industry, of which at least 2 years’ experience building PSP solutions.
  • Experience on Web based (UI) and Oracle applications.
  • Experience in building successful relationships and working collaboratively across departmental teams and third-party vendors.
  • Experience working in a fast paced, proactive and delivery focused environment.
  • JIRA and Confluence experience or related tools a plus.
  • Excellent verbal and written communication skills.
  • Computer Literacy (MS Word, MS Excel, MS Outlook, MS Visio), with MS Excel at least at intermediate level.

  Competencies

  • Communicating with impact: Communicates effectively in both the written and verbal format delivering clear, succinct messages.
  • Customer service: Commits to achieving high quality results and provides a prompt, suitable and personalised service to customer’s that meets their needs. Take personal accountability for delivery.
  • Driving for excellence: Approaches work in an orderly and systematic manner to ensure the achievement of high-quality customer service.
  • Analytical thinking: Understands a situation or problem by breaking it into smaller pieces and tracing the implications of a situation in a step-by-step way.
  • Resilience: Responds to stressful situations in a calm and proactive manner and keeps self and team focused on balancing personal energy with business result.
  • Teamwork and cooperation: Cooperates with others to accomplish common goals.
  • Persuading and influencing: The capacity to persuade, convince and influence others for the purpose of achieving desired results.
  • Leading change: Continually seeks and encourages others to see opportunities for new and innovative approaches to solving organisational problems.
  • Trust and integrity: Shows sincerity, honesty and consistency in words and actions.
  
  
  

   

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