Personal Share Portfolio Business Analyst

3 weeks ago


Johannesburg, South Africa Golden Rule Full time

The Role The purpose of the role is to plan, design, develop and launch Personal Share Portfolios (PSP) and associated business processes across the Investment platform. Key responsibilities Ensuring continual appreciation of the broader business context by understanding industry and market dynamics, and our strategic goals. Prepare and facilitate requirements elicitation workshops with stakeholders to define business requirements. Creation of user stories. Consult and develop product backlog with Product Owners. Guide the development teams to break down large and complex user stories into simplified versions for execution. Test the user stories for accuracy and compliance to ensure undisputed acceptance and validation of stories. Conduct post-implementation review and provide feedback to the stakeholders. Participate in sprint planning, daily scrums, testing, retrospectives, and sprint reviews. Analysis of business, system and functional requirements, including as-is & to-be analysis, impact analysis of changes required to existing systems and processes. Consult and coordinate with key stakeholders across Business and IT teams. Critically evaluate information gathered from multiple sources, reconcile information conflicts, break down high-level information into their constituent details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true business needs. Work closely with internal Group-wide teams, external teams and vendors to deliver a successful outcome. Assist in Production support to solve incidents or document requests in conjunction with the IT and Business operational teams as part of the warranty phase. Qualifications Relevant Commerce degree / diploma in Finance, Economics, Statistics, Investment Management or Business Management or related fields. Business Analysis certification / qualification. Agile methodology Knowledge and Experience A deep understanding of investment products. A deep understanding of South African Investment Platforms and platform operations. An understanding of investment banking as it relates to PSP platform providers. Requires a minimum of 7 years of industry experience, including at least 2 years of experience in building PSP solutions. Experience in Web-based (UI) and Oracle applications. Experience in building successful relationships and working collaboratively across departmental teams and third-party vendors. Experience working in a fast-paced, proactive and delivery-focused environment. JIRA and Confluence experience or related tools are a plus. Excellent verbal and written communication skills. Computer Literacy (MS Word, MS Excel, MS Outlook, MS Visio), with MS Excel at least at intermediate level. Competencies Communicating with impact : Communicates effectively in both the written and verbal format, delivering clear, succinct messages. Customer service : Commits to achieving high-quality results and provides a prompt, suitable and personalised service to customers that meets their needs. Take personal accountability for delivery. Driving for excellence : Approaches work in an orderly and systematic manner to ensure the achievement of high-quality customer service. Analytical thinking : Understands a situation or problem by breaking it into smaller pieces and tracing the implications of a situation in a step-by-step way. Resilience : Responds to stressful situations in a calm and proactive manner and keeps self and team focused on balancing personal energy with business result. Teamwork and cooperation : Cooperates with others to accomplish common goals. Persuading and influencing : The capacity to persuade, convince and influence others for the purpose of achieving desired results. Leading change : Continually seeks and encourages others to see opportunities for new and innovative approaches to solving organisational problems. Trust and integrity : Shows sincerity, honesty and consistency in words and actions. #J-18808-Ljbffr


  • Portfolio Analyst

    3 days ago


    Johannesburg, South Africa Origins Personnel Full time

    **Portfolio Analysts responsibilities**: - Monitoring the performance of investments to ensure they are meeting their stated objectives. - Analyzing financial statements to measure the impact of market fluctuations on a firms financial position. - Determining the rate of return on an investment or determining the amount of cash inflow or outflow over...


  • Johannesburg, South Africa Standard Bank of South Africa Limited Full time

    Overview Business Segment: Insurance & Asset Management Location: ZA, GP, Johannesburg, 30 Baker Street To participate in the development of the Melville Douglas Diversified Portfolio Solutions offering in both the domestic and offshore markets, act as the Portfolio Analyst for select funds, conduct ongoing research and provide input and guidance to the...


  • Johannesburg, South Africa B-Sure Full time

    Job Overview **Date Posted**: Posted 4 hours ago **Location**: Johannesburg, Gauteng **Job Title**: Personal Portfolio Consultant **Salary**: R25,000 **Salary Type**: Basic + Commission **Education Level**: Certificate **Job Level**: Intermediate **Required Experience**: 1 - 3 Years Personal Portfolio Consultant - Johannesburg A Personal Portfolio...


  • Johannesburg, South Africa Mia Share Full time

    **The Role** We are a fast-growing startup looking for a highly motivated individual to join our Servicing and Collections team. Your primary objective will be to help students get on track and stay on track with their tuition obligation. You must be comfortable making and taking calls, negotiating and problem solving. You must be self-motivated, set high...


  • Johannesburg, South Africa Nedbank Full time

    **Job Purpose** - To manage the preference share asset and liability book and a portfolio of preference share transactions from implementation through to termination. To ensure that all the defined transactional requirements reflected in the relevant approvals and legal agreements are implemented and adhered to. To perform all related month-end processes...


  • Johannesburg, South Africa CrossBoundary Full time

    Business Development Analyst CrossBoundary Energy About the Firm CrossBoundary Energy (CBE) is a leading provider of clean, renewable, reliable, and affordable electricity directly to mines and businesses globally. Through fully financed renewable power solutions, CBE is building a disruptive, distributed utility that unlocks sustainable growth across the...


  • Johannesburg, South Africa Business Capital Group Full time

    Job Description We are currently seeking an experienced Card Business Analyst to join a leading banking client on a contract basis. The ideal candidate will have a strong background in the banking sector with specific expertise in card systems and products. This is a client-facing consulting role, so experience working in a fast-paced, delivery-focused...


  • Johannesburg, Gauteng, South Africa CrossBoundary Full time R500 000 - R1 200 000 per year

    Business Development AnalystCrossBoundary EnergyAbout the FirmCrossBoundary Energy (CBE) is a leading provider of clean, renewable, reliable, and affordable electricity directly to mines and businesses globally. Through fully financed renewable power solutions, CBE is building a disruptive, distributed utility that unlocks sustainable growth across the...


  • Johannesburg, Gauteng, South Africa CrossBoundary Full time R500 000 - R1 200 000 per year

    Business Development AnalystCrossBoundary EnergyAbout the FirmCrossBoundary Energy (CBE) is a leading provider of clean, renewable, reliable, and affordable electricity directly to mines and businesses globally. Through fully financed renewable power solutions, CBE is building a disruptive, distributed utility that unlocks sustainable growth across the...


  • Johannesburg, South Africa CrossBoundary Group Full time

    CrossBoundary Energy CrossBoundary Energy (CBE) is a leading provider of clean, renewable, reliable, and affordable electricity directly to mines and businesses globally. Through fully financed renewable power solutions, CBE is building a disruptive, distributed utility that unlocks sustainable growth across the mining and industrial sectors. Our portfolio...