Business Analyst - Investment

PBT Group; Johannesburg; On-site; ZAR 500,000 - 700,000; Full time

Job summary

A financial services firm is seeking a dynamic Business Analyst to join their delivery team in Johannesburg. The role requires a highly analytical expert to interpret business strategies, document requirements, and support solutions implementation. Ideal candidates will possess a relevant degree, certifications in Business Analysis, and deep knowledge of investment products. Proficiency in Agile methodologies and strong communication skills are essential.

Qualifications

• Deep understanding of investment products and platforms.
• Experience with financial services regulations related to investment.
• Proficient in Agile tools and methodologies.

Responsibilities

• Understand broader business strategy and market dynamics.
• Facilitate workshops to document business and functional requirements.
• Collaborate with Product Owners to manage product backlog.
• Conduct post-implementation reviews and relay findings.

Skills

Business and data analysis

Investment and life products understanding

Communication skills

Agile methodologies

MS Office skills

Education

Relevant degree in Finance, Economics, Statistics or Business Management

Business Analysis certification (e.g., IIBA, FTI)

Tools

JIRA

Confluence

UML

BPMN

Job description

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.