Job Description

Objective of the role:

• 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:

• Work alongside architecture, proposition, Subject matter experts (SMEs), and other delivery partners to rationalize, analyze, and transform strategic visions into functional and non-functional requirements with high-level touch points and possible impacts defined
• Elicit requirements to understand business opportunities and apply critical and systems thinking skills to assess impacts on our platform, process, and business teams
• Analysis of business, system, functional, and non-functional requirements of changes required to existing systems and processes
• Provide SME-level insights into front-end, back-end, and other associated applications
• Apply SME-level insights into the investment processes
• Critically evaluate information gathered from multiple sources, reconcile information conflicts, break down high-level information into its constituent details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true business needs
• Produce high-level scope documents to be consumed by a feature delivery team with the defined business case (opportunity statements, success criteria, and known touchpoints)
• Work closely with internal Group-wide teams and external teams, and vendors to deliver a successful outcome
• Support and champion the execution of defined features, through consultations and requirements signoff ceremonies
• Identify any improvements needed in the business analysis framework and work collaboratively with the BA manager to continually improve the practice
• Coaching and mentoring team members and assisting with the onboarding of new members
• Coordinate and participate in team-building activities to influence positive morale

Knowledge and Experience:

• Experience in delivering exceptional customer service
• Experience in solving complex problems for customers
• Experience in building successful relationships and working collaboratively across departmental teams
• Experience working in a fast-paced, proactive, and delivery-focused environment
• A deep understanding of investment and life products (subject matter expert level)
• Implementation experience of large regulatory changes, a distinct advantage
• A deep understanding of Sonata is a distinct advantage
• 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 third-party vendors
• Experience in building successful relationships and working collaboratively across departmental teams
• An agile and inquisitive mindset
• At least 10 years of experience in an Investment Platform business, LISP, or similar
• Computer Literacy (MS Word, MS Excel, MS Outlook, MS Visio), with MS Excel at least at an intermediate level
• JIRA and Confluence experience

Qualifications:

• Relevant Commerce degree in Finance, Accounting, Economics, Statistics, Investment Management or Business Management, or related fields
• Business Analysis certification/qualification
• Excellent verbal and written communication skills

Skills Required