Overview
We are on the hunt for an experienced Business Analyst to join our client's team. This position is integral to the design, enhancement, and migration of linked investment product capabilities within our investment platforms. The ideal candidate will possess a deep understanding of South African investment product regulations, platform operations, and linked-product administration, with a proven track record of supporting large-scale platform migration initiatives in the financial services sector.
Responsibilities
Elicit, analyze, and document business requirements for linked investment products, including end-to-end processes across administration, reporting, and compliance
Collaborate with Product, Operations, Compliance, and Vendor teams to ensure solutions align with regulatory frameworks such as FAIS, FICA, Pensions Fund Act, Treating Customers Fairly (TCF), and PDD
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 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, Operations, and the Technology Vendor
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
Qualifications
Relevant tertiary qualification in Finance, Investments, Business Analysis, or Information Systems
Minimum of 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)
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)
Preferred Qualifications:
Exposure to data-migration verification and automated reconciliation frameworks
Business Analysis certification (e.g., CBAP, IIBA, FTI)
Day-to-Day
Collaborate with cross-functional teams to gather and analyze business requirements
Conduct detailed gap analyses and create functional specifications
Validate system interfaces, data mappings, and reconciliation processes
Develop and execute comprehensive test cases and scenarios
Facilitate user training and ensure business readiness for platform migration
Communicate effectively with stakeholders to ensure alignment and understanding of system and product changes
If you are a detail-oriented professional with a passion for investment products and a proven ability to drive successful platform migrations, we encourage you to apply for this exciting opportunity.