PBT Group Careers
Be part of our team of Data Specialists and embark on a career of the future!
Job Title
Business Analyst - InvestmentEmployment Type
ContractExperience
6 to 20 yearsSalary
NegotiableJob Published
04 August 2025Job Reference No.
4281226716Job 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.
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