PBT Group Careers

Be part of our team of Data Specialists and embark on a career of the future!

Job Title
Business Analyst - Investment
Employment Type
Contract
Experience
6 to 20 years
Salary
Negotiable
Job Published
27 June 2025
Job Reference No.
4281226716

Job Description

PBT Group is looking for a dynamic and detail-oriented Business Analyst to join our delivery team. This role requires a highly analytical individual who will work cross-functionally to understand business needs, elicit and document requirements, and support the implementation of solutions that enhance client outcomes—particularly in the financial services and investment domain.

 

Key Responsibilities

  • Understand and interpret the broader business strategy and market dynamics.
  • Lead and facilitate workshops to elicit and document business, functional, and system requirements.
  • Analyse and refine requirements into actionable user stories for development teams.
  • Collaborate with Product Owners to define, manage, and prioritise the product backlog.
  • Assist in breaking down complex features into executable units with development and QA teams.
  • Validate stories through thorough testing and user acceptance checks to ensure solution quality.
  • Participate in Agile ceremonies: sprint planning, daily stand-ups, retrospectives, reviews.
  • Conduct post-implementation reviews and relay findings to stakeholders.
  • Perform detailed “as-is” and “to-be” analysis to support change impact assessments.
  • Provide ongoing support during warranty phases, liaising with operations, IT, and third-party vendors.
  • Assist in troubleshooting production incidents or enhancements as required.
  • Document business processes using appropriate techniques and notations (e.g., UML, BPMN).
  • Continuously seek opportunities to optimise processes and improve service delivery.

 

Required Knowledge & Experience

  • Deep understanding of investment and life products.
  • Sound knowledge of South African investment platforms and platform operations.
  • Exposure to financial services regulations as they relate to investment platforms.
  • Strong analytical skills with experience in business and data analysis.
  • Experience working with cross-functional teams and third-party vendors.
  • Proficient in Agile methodologies and tools such as JIRA and Confluence.
  • Skilled in MS Office tools (Excel to intermediate level, Word, Outlook, Visio).
  • Excellent communication skills (both verbal and written).

 

Qualifications

  • Relevant degree or diploma in Finance, Economics, Statistics, Investment Management, or Business Management.
  • Recognised Business Analysis certification (e.g., IIBA, FTI, or similar).
  • Certification or exposure to Agile frameworks (Scrum, SAFe) is advantageous.

 

Key Competencies

  • Communication: Able to convey technical and business concepts clearly across audiences.
  • Customer Centricity: Focused on delivering exceptional user experiences.
  • Analytical Thinking: Approaches problems methodically and logically.
  • Resilience: Maintains performance and composure in high-pressure situations.
  • Collaboration: Works effectively within diverse teams and stakeholder groups.
  • Influence & Persuasion: Able to guide decisions and achieve alignment.
  • Adaptability: Embraces and leads change in fast-moving environments.

 

Integrity: Displays consistency and honesty in all interactions.

Skills

Industries

PBT Group
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