Cape Town: Business Analyst (Finance/Product) posted by Datafin
Posted on 2025-04-29 00:00:00
| Employer | Datafin |
|---|---|
| Category | Other Finance/Accounting |
| Location | Western Cape / Cape Town |
Job Summary
Cape Town – Western Cape – South Africa
- Gather and analyse Web Development requirements from various teams to enhance investment platform features.
- Work closely with Technology teams to refine user stories and business cases.
- Attend JAD sessions.
- Assist in Process Engineering of the to be process.
- Manage requirements through the SDLC to testing and implementation.
- Research the competitive environment to originate product ideas.
- Gather and document new product requirements.
- Maintenance of existing product.
- Address queries from Sales Consultants and Advisor Liaison teams, covering:
- Investment Performance Metrics (IRR, asset allocation, performance etc.)
- Regulatory Reporting (Reg 28, TIC values)
- Troubleshoot web-related queries.
- Log and monitor functionality and user issues, ensuring resolution through production support and testing cycles.
- Run data queries and prepare management reports for internal stakeholders.
- Collaborate to resolve data-related discrepancies.
- Provide structured investment data to external and internal consumers as required.
- Assist with ensuring that new developments stand up to regulatory scrutiny.
- Assist with quarterly Reg 28 monitoring process and query resolution.
- Investigate and resolve discrepancies between Reg 28 monitoring and Reg 28 calculator outputs.
- BCom or related Degree.
- Diploma in Business Analysis.
- 3+ Years of experience as a Business Analyst in the investment platform (LISP) or Asset Management industry.
- Strong mathematical ability to solve financial queries (IRR, performance calculations, WACs, etc.).
- Knowledge of the investment platform (LISP)/Asset Management industry.
- Strong Excel and Data Analysis proficiency is required.
- Knowledge of investment products and the ability to solve complex financial queries.
- Experience with issue tracking, resolution processes, and testing.
- Morningstar Direct experience.
- Strong analytical and problem-solving skills, with attention to detail.
- Ability to collaborate with stakeholders across business and technology teams.
- The ability to approach and own and continuously look for opportunities to develop.
- A client focused and collaborative approach.
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