Senior Business Analyst (Asset Management)

PPS; South Africa; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A financial services company located in Cape Town is seeking a Senior Business Analyst specializing in asset management. This role involves creating solutions that meet business needs and delivering quality business specifications. The ideal candidate will have a background in business analysis, a relevant IT degree, and significant experience within the financial services industry. Responsibilities include support with performance reporting and enhancing asset management operations.

Qualifications

• 6 to 10 years working experience in a similar role.
• 5 to 10 years working experience in financial services.
• 4 years asset management experience with performance reporting systems.

Responsibilities

• Create solutions for asset management business needs.
• Perform business analysis tasks connecting information and technology.
• Deliver quality business requirements specifications to agreed timelines.

Skills

Asset management operations

Business analysis

Process Management

Design Thinking

Problem solving

Analytical skills

Education

BSc or B Comm. IT degree

Job description

Closing Date 2026/01/19

Reference Number PPS260109-5

Job Type Permanent

Job Title Senior Business Analyst (Asset Management)

Business Unit PPS InsCo

Department Group IT

Location - Country South Africa

Location - Province Western Cape

Location - Town / City Cape Town

Job Advert Summary

Reporting to Senior Manager: Business Analysis, the role will be responsible for creating solutions that meet the business needs within the asset management and performance reporting business functions. Review, interpret and analyse business rules and requirements for technical systems to ensure that quality solutions are delivered to business by means of business analysis artefacts against expected business outcome. Perform various business analysis tasks, connecting information, technology, processes, and business needs within your area of expertise to meet business requirements and objectives. Provide support with performance and attribution analysis of all funds, portfolios, classes, benchmarks and composites as well as resolve ad hoc issues that may arise. Deliver projects and enhancements relating to asset management. Drive improvement of retail and institutional reporting structures as internal and external business requirements develop.

Minimum Requirements

Education:

• BSc or B Comm. IT degree (Essential/ advantageous)
• Business Design experience with solid understanding of Design Thinking
• Process Management in depth knowledge
• Experience in business analysis for 6 to 8 years and is confident in leading / guiding Business Analyst team - advantageous.
• Understanding of SAFe Agile / Agile
• Understanding of Systems development Life Cycles

Experience:

• 6 to 10 years working experience in a similar role.
• 5 to 10 years working experience in financial service industry.
• 4 years asset management experience working with performance reporting systems and data.
• Previous experience in Fund Administration and/or Wealth Management and/or Asset Management is essential.
• Must understand the flow of data between front-end and back-end
• Previous experience in performance reporting is highly beneficial.
• Experience as lead Business Analyst on multi-discipline software development teams
• Experience in participating in complex multi-team delivery models

Knowledge and Skills:

• In-depth knowledge of asset management operations and reporting.
• In-depth knowledge of the full end-to-end services, systems and processes
• Knowledge and ability to apply Business Architecture and Business Process Management principles.
• Proven knowledge of general business principles and practices, including financial and people management in a matrix structure.
• In depth knowledge of Process Management
• In depth knowledge of Business Analysis
• Understanding of Systems development Life Cycles
• Ability to implement and improve the competence of Business Analysis within Business Engagement
• Demonstrating the ability to lead and guide the completion of Business Analysis Artefacts, participate in the formulation of flexible Solution Designs, and produce Quality documentation
• Having had exposure in understanding business incidents, change and priority management
• AII exposure

Competencies:

• Able to navigate ambiguity and complexity
• Enabling and ensuring that team is customer focused whilst demonstrating detailed feedback to all stakeholders
• Able to maintain a professional demeanor under stress, is persistent and resilient
• Demonstrating problem solving and analytical skills
• Constructively engaging with Business Stakeholders to ensure that customer requirements are understood and providing innovative thinking
• Design thinking
• Team-work

Duties and Responsibilities

• Ability to implement and improve the competence of Business Analysis by demonstrating the ability to lead and guide the completion of Business Analysis Artefacts: Use cases, activity diagrams, sequencing diagrams, entity relationship diagrams, deployment diagrams, user-stories etc., participate in the formulation of flexible Solution Designs, and produce Quality documentation.
• Support the asset management operations and reporting functions with automation efforts.
• Support the asset management operations and reporting functions with data extracts and reporting requirements.
• Client, business and MIS report enhancements and development of new reports.
• Assess impacts to processes/systems by legislative/regulatory changes in the Industry.
• Act as the link and drive interactions between the client, development team and any third party throughout the development lifecycle.
• Responsible for the delivery of quality Business requirements specifications within the agreed timelines and customer requirements always visibly reflected in all business documents.
• Maintain business process management standards and procedures
• Oversee and track progress of all required Business Requirements to ensure that deliverables are not compromised.
• Demonstrating the ability to facilitate and guide the completion of Business Analysis Artefacts, participate in the formulation of flexible Solution Designs, and produce Quality documentation
• Constructively engaging with business stakeholders at an Executive level to ensure that the software development components of strategic business projects are executed as expected
• Ensure that a structured work approach is adopted using quality, governance and customer service as the top of mind business requirements practices
• Ensure that thought leadership, guidance, direction, quality and best practices are adopted in the eliciting of Business Requirements and or in the completion of business research.
• Ensure that a consistent methodology and business requirements framework is adopted when interacting with all business and or technology partners in the formulation of business solutions.
• Understanding IT dependencies and inter - dependencies ensuring that the end to end business value chain is not compromised
• Understanding the IT landscape to ensure that solutions designed are not in conflict with the IT architecture