About the position
The purpose of the role is to work collaboratively within the team and across other teams in the business to deliver exceptional customer experiences.
Key responsibilities
- Elicit requirements
- Analysis of business, system and functional requirements including as-is to-be analysis, impact analysis of changes required to existing systems and processes, as part of the development of a new feature.
- Critically evaluate information gathered from multiple sources, reconcile information conflicts, break down high-level information into their constituent details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true business needs.
- Follow the BA capability’s ways of working, documentation as per agreed process and using agreed templates, ceremonies, business walkthroughs and IT handovers.
- Follow the Project Manager’s ways of working, ensuring regular updates of artefacts on JIRA and Confluence, attending standups, and raising issues timeously with Project Managers.
- Input to the documentation processes and procedures required to ensure the various Operational teams can perform their daily tasks
- Consult and co-ordinate extensively with key stakeholders across Business and IT teams.
- Prepare and facilitate requirements elicitation workshops with stakeholders to define business requirements.
- Work closely with internal Group-wide teams and external teams and vendors to deliver a successful outcome, following agreed WoW with the various vendors.
- Assist in Production support to solve incidents or document change requests in conjunction with the IT and Business operational teams as part of the warranty phase.
Knowledge and Experience
The successful candidate will show:
- A deep understanding of investment and life products (to subject matter expert level)
- Experience in business/system migration initiatives
- A deep understanding of South African Investment Platforms and platform operations
- An understanding of financial services regulation as it relates to investment platform providers.
- Understanding or experience creating systems for Financial Advisers.
- Experience in working with a third-party vendor
- Experience in building successful relationships and working collaboratively across departmental teams.
- Experience at working in a fast paced, proactive and delivery focused environments.
- Computer Literacy (MS Word, MS Excel, MS Outlook, MS Visio), with MS Excel at least at intermediate level.
- JIRA and Confluence experience or related tools a plus.
Qualifications
- Relevant Commerce degree in Finance, Economics, Statistics, Investment Management or Business Management or related fields.
- Business Analysis certification/qualification.
- Excellent verbal and written communication skills.
- Communicating with impact: Communicates effectively in both the written and verbal format delivering clear, succinct messages.
- Customer service: Commits to achieving high quality results and provides a prompt, suitable and personalised service to customer’s that meets their needs. Take personal accountability for delivery.
- Driving for excellence: Approaches work in an orderly and systematic manner to ensure the achievement of high-quality customer service.
- Analytical thinking: Understands a situation or problem by breaking it into smaller pieces and tracing the implications of a situation in a step-by-step way.
- Resilience: Responds to stressful situations in a calm and proactive manner and keeps self and team focused on balancing personal energy with business result.
- Teamwork and cooperation: Cooperate with others to accomplish common goals.
- Persuading and influencing: The capacity to persuade, convince and influence others for the purpose of achieving desired results.
- Leading change: Continually seeks and encourages others to see opportunities for new and innovative approaches to solving organisational problems.
- Trust and integrity: Show sincerity, honesty and consistency in words and actions.
Desired Skills:
- Time Management
- Critical Thinking
- Spreadsheet software
- Judgment and Decision Making
- Active Listening
- Tax preparation software
- Accounting Software
