Job Description
About the Role
We are seeking an experienced Business Analyst to join our team in Cape Town, South Africa. As a pivotal member of our operations, you will play a crucial role in designing, enhancing, and migrating linked investment product capabilities. Your expertise will be invaluable in ensuring solutions align with regulatory frameworks such as FAIS, FICA, Pensions Fund Act, and Treating Customers Fairly (TCF), among others.
Key Responsibilities
- Elicit, analyse, and document business requirements for linked investment products, including end-to-end processes across administration, reporting, and compliance.
- Collaborate with Product, Operations, Compliance, and the Vendor to ensure solutions align with regulatory frameworks.
- Translate business needs into detailed functional specifications and acceptance criteria.
- Support and document end-to-end business processes impacted by platform migration.
- Conduct gap analysis between legacy and target-state platforms, focusing on investment account structures, pricing, fee models, and transactional workflows.
- Work closely with the Vendor teams to validate interfaces, data mappings, and reconciliation logic.
- Develop and execute test scenarios and test cases to validate linked product functionality, data migration accuracy, and system integrity.
- Perform regression, UAT, and end-to-end testing across integrated systems.
- Ensure defects are logged, tracked, and resolved efficiently.
- Liaise with cross-functional teams including Product Development, Compliance and Operations.
- Communicate complex system and product changes in a structured and comprehensible manner to business stakeholders.
- Support business readiness activities, user training, and post-implementation validation.
Requirements
- Minimum 5 years experience as a Business Analyst within a financial-services or investment-administration environment.
- Demonstrated experience working with Linked Investment Products (LISP), Investment Platforms, or Wealth Management Systems.
- Strong working knowledge of South African investment regulations and industry practices (FAIS, FICA, TCF, CISCA, ASISA guidelines, PDD etc.).
- Proven involvement in platform migration, system implementation, or data-migration programmes.
- Advanced testing ability with exposure to structured testing tools (e.g., HPQC, Jira, or similar).
Qualifications
- Relevant tertiary qualification in Finance, Investments, Business Analysis, or Information Systems.
Salary & Benefits
The salary for this position is competitive and based on industry standards. The contract duration is 12 months, with opportunities for extension based on performance.
[No qualifications section mentioned in the original description]
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Finance/Accounting Jobs in Western Cape
In the Western Cape, the finance and accounting profession is a thriving industry with a strong demand for skilled professionals. Typically, the job market trends indicate a steady growth in the need for finance and accounting expertise across various sectors. This is often driven by the increasing importance of financial management, regulatory compliance, and data-driven decision-making in businesses.
When it comes to salaries, it’s common to see broad ranges varying depending on factors like experience, company size, and industry sector. Generally, entry-level positions can expect salaries ranging from R250 000 to R400 000 per annum, while senior roles may command salaries between R600 000 and R1 200 000 or more, depending on the individual’s qualifications and level of expertise.
Common skills required for finance and accounting roles in Western Cape include proficiency in financial software such as QuickBooks, Xero, or SAP; strong analytical and problem-solving skills; excellent communication and interpersonal skills; attention to detail and organisational abilities; knowledge of tax laws and regulations; and experience with budgeting and forecasting tools. Typically, a degree in commerce, accounting, or a related field is also essential.
Industry sectors commonly employing finance and accounting professionals include the financial services sector, technology industry, manufacturing sector, and corporate organisations. These roles often involve providing financial guidance, managing budgets, preparing financial reports, and ensuring compliance with regulatory requirements.
For those looking to advance their careers in finance and accounting, career development opportunities abound. Typically, experienced professionals can move into senior management positions or pursue specialisations like forensic accounting, audit, or financial planning. Others may choose to transition into related fields like business consulting, investment banking, or entrepreneurial ventures. With continuous learning and professional development, finance and accounting professionals in Western Cape can enjoy a rewarding and challenging career with opportunities for growth and advancement.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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