Overview
We are on the hunt for a highly skilled and motivated Business Process Analyst to join our client's team. The successful candidate will play a pivotal role in analysing, designing, and optimising end-to-end business workflows within our new investment-platform environment. This position is ideal for a professional with a strong understanding of investment product administration, South African financial regulations, and workflow automation tools, coupled with proven experience in process re-engineering within the financial services or investment industry.
Responsibilities
As a Business Process Analyst, your key responsibilities will include:
Mapping and documenting current-state (AS-IS) and future-state (TO-BE) business processes across investment administration, client servicing, and product operations
Identifying inefficiencies, duplication, and manual dependencies to drive simplification and automation
Collaborating with business units, product owners, and vendors to define optimal workflow solutions aligned with the organisation’s digital-platform strategy
Ensuring process improvements comply with governance, compliance, and control requirements (e.g., FAIS, FICA, Pension Funds Act, TCF, PDD)
Developing and maintaining workflow models using business-process management (BPM) tools
Supporting the design and deployment of automated business rules, approval routing, and digital form processing
Translating business process logic into system configurations and integrations in collaboration with vendors
Analysing and documenting process impacts of migrating from legacy systems to target-state platforms
Conducting gap and impact analysis on existing workflows and identifying required adjustments
Supporting business readiness, testing, and adoption planning to ensure smooth process transitions post-migration
Developing test cases for process and workflow validation and conducting user acceptance testing (UAT)
Tracking and analysing process performance metrics post-implementation to ensure continuous improvement
Facilitating workshops and walkthroughs with stakeholders to validate and refine workflow designs
Acting as a bridge between operations and vendor teams to ensure clarity and alignment throughout delivery
Qualifications
To be considered for this role, you should possess the following qualifications and experience:
A tertiary qualification in Business Analysis, Information Systems, Industrial Engineering, or Process Engineering
A minimum of 5 years’ experience as a Business Process Analyst or Workflow Analyst in the financial services or investment administration sector
Strong knowledge of South African investment and regulatory frameworks (e.g., FAIS, FICA, Pension Funds Act, PDD)
Proven expertise in workflow modelling, process mapping, and automation using BPM, RPA, or similar tools
Experience in system migration, platform modernisation, or operational transformation programmes
Solid understanding of investment administration processes, including transactions, reconciliations, pricing, and reporting
Day-to-Day
Your daily activities will include:
Engaging with stakeholders to gather and analyse business requirements
Designing and documenting efficient workflows and processes
Collaborating with cross-functional teams to implement process improvements
Monitoring and analysing workflow performance to identify areas for further optimisation
Ensuring compliance with regulatory and governance standards in all process designs
Conducting workshops and training sessions to support business readiness and adoption
If you are a detail-oriented professional with a passion for process optimisation and a strong background in investment administration, we encourage you to apply for this exciting opportunity.