Johannesburg: Business Analyst – Personal Share Portfolio (PSP) posted by PBT Group
Posted on 2025-07-15 00:00:00
| Employer | PBT Group |
|---|---|
| Category | Insurance Sales/Marketing |
| Location | Gauteng / Johannesburg |
Job Summary
PBT Group is seeking a seasoned Business Analyst to support the planning, design, and implementation of Personal Share Portfolio (PSP) solutions within an investment platform environment. This role is ideal for a professional with a strong understanding of investment products and PSP operations, who can bridge the gap between business needs and technical delivery.
Key Responsibilities
- Translate strategic goals into functional business requirements for PSP functionality.
- Facilitate workshops with stakeholders to gather, clarify, and document requirements.
- Create, manage, and prioritise user stories in collaboration with Product Owners.
- Work with development teams to break down complex requirements into actionable tasks.
- Participate in Agile ceremonies including sprint planning, daily stand-ups, retrospectives, and sprint reviews.
- Conduct thorough testing and validation of business requirements and user stories.
- Perform business, system, and functional analysisincluding as-is and to-be process mapping and impact assessments.
- Collaborate with internal business units and third-party vendors to deliver successful project outcomes.
- Support warranty and production phases by troubleshooting incidents and assisting in root cause analysis.
- Provide post-implementation reviews and continuous feedback to stakeholders.
- Engage in ongoing learning of market dynamics and platform advancements to support proactive delivery.
Required Knowledge & Experience
- Minimum 7 years experience in the investment industry, with at least 2 years focused on PSP solutions.
- In-depth understanding of investment and life products, PSP operations, and investment banking processes.
- Experience with Oracle applications and web-based (UI) platforms.
- Proven track record of working across business, IT, and vendor teams in high-paced environments.
- Proficient in JIRA, Confluence, and other Agile collaboration tools.
- Competence in MS Office Suite, particularly Excel (intermediate level) and Visio.
- Strong verbal and written communication skills.
Qualifications
- Degree or diploma in Finance, Economics, Statistics, Investment Management, Business Management, or related field.
- Business Analysis certification (e.g., IIBA, FTI, or similar).
- Familiarity with Agile frameworks and methodologies.
Core Competencies
- Communication: Clear, concise, and effective verbal and written communication.
- Customer Centricity: Focused on quality outcomes and client satisfaction.
- Analytical Thinking: Capable of breaking down complex problems logically.
- Team Collaboration: Works well in diverse, cross-functional teams.
- Resilience: Maintains composure and productivity under pressure.
- Persuasion & Influence: Confident in guiding stakeholders and aligning priorities.
- Change Leadership: Advocates for innovation and process improvement.
- Integrity: Acts with honesty and consistency in all interactions.
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