Investment Business Analyst at PBT Group

• Are you a seasoned Business Analyst with deep investment experience, ready to lead impactful change in a dynamic financial services environment?
• Join a forward-thinking team where your expertise will shape the future of investment platforms and customer experience.

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.