Investment Business Analyst

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

Job summary

A financial services company based in Johannesburg is seeking an Investment Business Analyst. In this role, you will influence product evolution and enhance customer experience. Required qualifications include a degree in Finance and experience in Agile environments. The ideal candidate will have strong analytical skills and be comfortable with stakeholder engagement and data analysis.

Qualifications

• In-depth knowledge of investment and life products.
• Strong grasp of financial services regulations.
• Proven ability to lead workshops and craft user stories.

Responsibilities

• Lead requirements elicitation and translate business needs into actionable user stories.
• Collaborate with Product Owners and development teams.
• Conduct impact analysis and support production incidents.

Skills

Knowledge of investment and life products

Data analysis

Financial services regulations

User stories crafting

Stakeholder engagement

Intermediate Excel skills

Agile delivery experience

Education

Degree / Diploma in Finance, Economics, Investment Management

Business Analysis certification

Tools

JIRA

Confluence

Job description

Job title : Investment Business Analyst

Job Location : Gauteng, Johannesburg Deadline : October 08, 2025

Overview

Investment Business Analyst role focusing on investment platforms and customer experience within a dynamic financial services environment.

Why This Role Stands Out

• Strategic Influence : You’ll be at the heart of decision-making, guiding product and platform evolution.
• Industry Impact : Work on high-visibility initiatives that directly affect investment operations and client outcomes.
• Collaborative Culture : Partner with cross-functional teams, third-party vendors, and senior stakeholders in a fast-paced Agile environment.

What You’ll Bring

• In-depth knowledge of investment and life products, and South African investment platforms.
• Strong grasp of financial services regulations impacting platform providers.
• Experience in data analysis, Agile delivery, and tools like JIRA and Confluence.
• Proven ability to lead workshops, craft user stories, and drive backlog refinement.
• Excellent communication and stakeholder engagement skills.
• Intermediate to advanced Excel skills and solid proficiency in MS Office.

Your Key Responsibilities

• Lead requirements elicitation and translate business needs into actionable user stories.
• Collaborate with Product Owners and development teams to shape and prioritise the product backlog.
• Break down complex requirements into clear, testable components.
• Participate in Agile ceremonies and ensure alignment across teams.
• Conduct impact analysis, post-implementation reviews, and support production incidents.
• Build strong relationships across business and IT to ensure seamless delivery.

You’ll Thrive If You’re

• A strategic thinker with strong analytical skills.
• Comfortable navigating ambiguity and driving clarity.
• Passionate about delivering high-quality solutions that meet customer needs.
• Resilient, proactive, and collaborative in your approach.
• A natural influencer who leads with integrity and purpose.

Qualifications

• Degree / Diploma in Finance, Economics, Investment Management, or related fields.
• Business Analysis certification.
• Solid experience working in Agile environments.
• Research / Data Analysis jobs