Business Analyst

Foundation Family Wealth; Johannesburg; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A leading financial planning business in South Africa seeks a motivated Business Analyst to support strategic decision-making and enhance business processes. The role involves data analysis, process improvement, and ensuring compliance with financial regulations. Ideal candidates will possess strong analytical skills and a collaborative mindset, with opportunities for professional growth within the company.

Benefits

Ongoing training opportunities

Flexible working options

Qualifications

• 3+ years of experience in a Business Analyst role, preferably in financial services.
• Familiarity with financial concepts and regulatory frameworks.

Responsibilities

• Gather and document business requirements across teams.
• Analyze existing processes to identify inefficiencies and propose improvements.
• Use analytical tools to interpret data and inform business decisions.

Skills

Analytical Thinking

Stakeholder Management

Communication

Adaptability

Education

Bachelor’s degree in business, technology, or a related field

Tools

MS Visio

PowerBI

Job description

About Foundation Family Wealth

Foundation Family Wealth is a leading South African financial planning business. We empower individuals and families to achieve their financial goals through comprehensive financial planning and a long-term partnership with our clients. Our dedication to innovation, excellence, collaboration, and growth creates an environment where our team can thrive.

Role Overview

We are looking for a motivated and detail-oriented Business Analyst to join our dynamic team. In this role, you will support the CEO by analysing data to inform strategic decision-making and enhance business processes. Your responsibilities will include identifying opportunities for operational improvements and ensuring ongoing compliance with relevant legislation. Your analytical and problem-solving skills will be essential in driving strategic initiatives and delivering exceptional value to our clients.

Key Responsibilities:

1.Requirements Gathering

·Collaborate across teams to elicit and document business requirements.

·Understand and translate business needs into functional specifications.

2.Process Analysis & Improvement

·Analyse existing business processes to identify inefficiencies or areas for enhancement.

·Develop and propose optimised workflows to improve operational efficiency and client satisfaction.

3.Data Analysis & Reporting

·Use analytical tools to interpret data, identify trends, and inform business decisions.

·Create reports and dashboards to communicate findings and performance metrics to stakeholders.

·Establish best practices for data management to ensure data integrity and accuracy, including the integration of data from various systems.

4.Project Management Support

·Assist in planning and executing projects for timely delivery and alignment with business goals.

·Coordinate with service providers to monitor project progress and resolve any issues that arise.

5.Regulatory Compliance & Risk Management

·Ensure compliance of business processes and technology with financial regulations and standards.

·Identify potential risks and develop mitigation strategies to safeguard the organisation's interests.

Key Capabilities:

1.Analytical Thinking

·Strong analytical and problem-solving skills with attention to detail.

·Strong ability to simplify complex problems and derive actionable insights from data.

2.Technical Proficiency

·Familiarity with business analysis tools (e.g., MS Visio).

·Understanding of operational systems used for CRM, reporting, etc.

·Comfortable with data querying, visualisation, and business intelligence tools (e.g. PowerBI).

·Familiarity with system integrations, APIs, and workflows.

3.Stakeholder Management and Communication Skills

·A collaborative mindset with strong relationship-building skills across teams and service providers.

·Ability to manage conflicting priorities among diverse stakeholders.

·Strong communication and presentation skills to simplify complex information for diverse audiences.

4.Adaptability

·Flexibility to adapt to changing business environments and priorities, with a proactive approach to problem-solving.

5.Project Management:

·Experience in managing small-to-medium projects within larger initiatives.

·Track deliverables, timelines, and risks using agile or waterfall methods.

Qualifications and Experience:

·Bachelor’s degree in business, technology, or a related field.

·3+ years of experience in a Business Analyst role, preferably within the financial services industry.

·Familiarity with financial concepts, including financial planning, products and portfolio management.

·Familiarity with regulatory frameworks and compliance requirements.

Why Foundation Family Wealth?

We provide a dynamic and supportive work environment that prioritises professional development and work-life balance. Our team benefits from ongoing training opportunities, flexible working options, and the ability to make a meaningful impact on both our clients' lives and the business. A proactive candidate can grow this role into a senior management position over time.