Business Analyst (Finance/Product)

DataFin; Cape Town; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A dynamic Independent Asset Management Firm is seeking an experienced Business Analyst to enhance its investment platform through research, analysis, and collaboration. The ideal candidate has over 3 years of experience, a relevant BCom degree, and strong Excel and data analysis skills. Responsibilities include gathering web development requirements and troubleshooting queries. A client-focused approach and strong problem-solving abilities are required.

Qualifications

• 3+ years of experience as a Business Analyst in the investment platform or Asset Management industry.
• Strong knowledge of investment products.
• Experience with issue tracking and resolution processes.

Responsibilities

• Gather and analyze Web Development requirements from teams.
• Assist in Process Engineering of new processes.
• Manage requirements through testing and implementation.
• Research the competitive environment for product ideas.
• Log and monitor functionality and user issues.

Skills

Strong analytical skills

Problem-solving skills

Strong mathematical ability

Excel proficiency

Data Analysis proficiency

Education

BCom or related Degree

Diploma in Business Analysis

Tools

Morningstar Direct experience

Job description

Overview

ENVIRONMENT: ANALYSE business needs, identify market trends, and shape the future of an investment platform of a dynamic Independent Asset Management Firm through research and collaboration as its next Business Analyst. You will gather and analyse Web Development requirements, refine user stories and business cases, research the competitive environment to originate product ideas while investigating and resolving discrepancies between Reg 28 monitoring and Reg 28 calculator outputs. Applicants will require a relevant BCom or related Degree, a Diploma in Business Analysis and 3+ years’ work experience as a Business Analyst in the investment platform (LISP) or Asset Management industry. You will also need strong mathematical ability to solve financial queries (IRR, performance calculations, WACs, etc.) with knowledge of the investment platform (LISP)/Asset Management industry & strong Excel and Data Analysis proficiency.

Duties

• Assist with requirements for Web Development – Gather and analyse Web Development requirements from various teams to enhance investment platform features.
• Assist with requirements for Web Development – Work closely with Technology teams to refine user stories and business cases.
• Assist with requirements for Web Development – Attend JAD sessions.
• Assist with requirements for Web Development – Assist in Process Engineering of the to be process.
• Assist with requirements for Web Development – Manage requirements through the SDLC to testing and implementation.

• Assist with requirements for general product development – Research the competitive environment to originate product ideas.
• Assist with requirements for general product development – Gather and document new product requirements.
• Assist with requirements for general product development – Maintenance of existing product.

• Query Resolution & Issue Management – Address queries from Sales Consultants and Advisor Liaison teams, covering:
• Investment Performance Metrics (IRR, asset allocation, performance etc.)
• Regulatory Reporting (Reg 28, TIC values)

• General platform-related inquiries – Troubleshoot web-related queries.
• General platform-related inquiries – Log and monitor functionality and user issues, ensuring resolution through production support and testing cycles.

• Data & Reporting – Run data queries and prepare management reports for internal stakeholders.
• Data & Reporting – Collaborate to resolve data-related discrepancies.
• Data & Reporting – Provide structured investment data to external and internal consumers as required.

• Regulatory Considerations & Platform Alignment – Assist with ensuring that new developments stand up to regulatory scrutiny.
• Regulatory Considerations & Platform Alignment – Assist with quarterly Reg 28 monitoring process and query resolution.
• Regulatory Considerations & Platform Alignment – Investigate and resolve discrepancies between Reg 28 monitoring and Reg 28 calculator outputs.

Requirements

• Qualifications – BCom or related Degree.
• Qualifications – Diploma in Business Analysis.

• Experience/Skills – 3+ Years of experience as a Business Analyst in the investment platform (LISP) or Asset Management industry.
• Experience/Skills – Strong mathematical ability to solve financial queries (IRR, performance calculations, WACs, etc.).
• Experience/Skills – Knowledge of the investment platform (LISP)/Asset Management industry.
• Experience/Skills – Strong Excel and Data Analysis proficiency is required.
• Experience/Skills – Knowledge of investment products and the ability to solve complex financial queries.
• Experience/Skills – Experience with issue tracking, resolution processes, and testing.

• Advantageous – Morningstar Direct experience.

Attributes

• Strong analytical and problem-solving skills, with attention to detail.
• Ability to collaborate with stakeholders across business and technology teams.
• The ability to ‘approach and own’ and continuously look for opportunities to develop.
• A client focused and collaborative approach.