Job Description

Lead Business Analyst - Investment Platforms
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.

• In order to comply with the POPI Act, for future career opportunities, we require your permission to maintain your personal details on our database. By completing and returning this form you give PBT your consent

"If you have not heard from us in two weeks, please note that you were unsuccessful for the role. However, we will keep your resume on file and reach out if any other suitable opportunity arises in the future".

Skills Required