Hybrid Financial Services Business Analyst — Process Impact

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

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.