Business Analyst - Front to Back - Somerset West

Atomos Investments Limited; Cape Town; Hybrid; ZAR 500 000 - 700 000; Full time

Job summary

A financial services firm seeks a Business Analyst with 3-5 years of experience to optimize processes and enhance operational efficiency. The ideal candidate will work closely with various teams, analyzing workflows and implementing scalable solutions. Proficiency in data analysis tools like SQL and Power BI is preferred. This role offers significant exposure within a lean team environment in Cape Town, with a hybrid work model of three days in the office.

Qualifications

• 3-5 years Business Analyst experience, preferably in financial services.
• Aptitude for data analysis and use of reporting tools.
• Experience with CRM systems, portfolio management platforms, or financial planning software.

Responsibilities

• Evaluate current workflows and recommend improvements.
• Identify inefficiencies and propose solutions for optimization.
• Create and maintain documentation of business processes.
• Analyse operational data for key metrics and improvement opportunities.
• Support implementation of new systems and processes.
• Foster collaborative relationships with stakeholders.
• Ensure operational processes meet governance standards.
• Participate in user acceptance testing.

Skills

Business Analysis in financial services

Data analysis

Reporting tools (e.g. SQL, DOMO, Power BI)

Understanding of financial services processes

CRM systems experience

Collaboration with teams

Tools

SQL

Power BI

IRESS

XPlan

Job description

< h3 >Career

With 3-5 years experience, you’re an ambitious Business Analyst looking to make your name in a fast-moving Financial Services business. This is an ideal opportunity to gain experience with an experienced international firm and springboard your career.

About the role

Joining our Front-to-Back team, you will develop a deep understanding of the firm’s end-to-end operations and play a pivotal role in our mission to improve the efficiency of our processes. This is a hands‑on role for those who demonstrate high performance by fast delivery, you will identify business needs, uncover process inefficiencies, and design scalable solutions to enhance operational performance.

This role suits a proactive individual who can quickly grasp complex business processes and support the design and implementation of practical solutions. We’re a lean team in a fast-moving organisation, so you will get great exposure, but you must be able to work independently.

Accountabilities

• Operational Analysis – Evaluate current workflows and recommend improvements across client onboarding, product execution, settlements, and reporting.
• Process Improvement – Identify inefficiencies in current business processes and recommend solutions to optimize performance and client satisfaction.
• Process Documentation – Create and maintain detailed documentation of business processes, standard operating procedures (SOPs), and system workflows.
• Data Analysis & Reporting – Analyse operational data to track efficiency against key metrics and identify trends and opportunities for improvements.
• Change Management – Support the implementation of new systems, tools, and processes by coordinating with cross-functional teams and ensuring minimal disruption to operations.
• Stakeholder Relationships – Foster collaborative working relationships with operations, compliance, and front‑office teams.
• Governance Support – Ensure operational processes receive appropriate scrutiny and governance before implementation.
• Testing & Validation – Participate in user acceptance testing (UAT) for system enhancements and operational changes.

Skills and Experience

• 3‑5 years Business Analyst experience in financial services (amazing if its Wealth Management, Financial Planning or Asset Management).
• Aptitude for data analysis and reporting tools (e.g. SQL, DOMO, Power BI etc.).
• An understanding of financial services back end processes and how they support the scalability of the business.
• You love working in a small team where you can make an impact.
• Experience with CRM systems, portfolio management platforms, or financial planning software or platforms such as IRESS or XPlan would be highly beneficial.
• Happy to attend our Somerset West offices 3 days per week.
• Ability to collaborate effectively with onsite and remote teams.

Our agile working environment will provide you with the opportunity to get involved in lots of key projects and grow. This is a role for those who have an innate desire to get things delivered.