Business Analyst
2 weeks ago
With 3-5 years experience, you're an ambitious Business Analyst looking to make your name in a fast-moving Financial Services business. This is an ideal opportunity to gain experience with an experienced international firm and springboard your career.
About the role
Joining our Front-to-Back team, you will develop a deep understanding of the firm's end-to-end operations and play a pivotal role in our mission to improve the efficiency of our processes. This is a hands-on role for those who demonstrate high performance by fast delivery, you will identify business needs, uncover process inefficiencies, and design scalable solutions to enhance operational performance.
This role suits a proactive individual who can quickly grasp complex business processes and support the design and implementation of practical solutions. We're a lean team in a fast-moving organisation, so you will get great exposure, but you must be able to work independently.
Accountabilities
- Operational Analysis - Evaluate current workflows and recommend improvements across client onboarding, product execution, settlements, and reporting.
- Process Improvement - Identify inefficiencies in current business processes and recommend solutions to optimize performance and client satisfaction.
- Process Documentation - Create and maintain detailed documentation of business processes, standard operating procedures (SOPs), and system workflows.
- Data Analysis & Reporting - Analyse operational data to track efficiency against key metrics and identify trends and opportunities for improvements.
- Change Management - Support the implementation of new systems, tools, and processes by coordinating with cross-functional teams and ensuring minimal disruption to operations.
- Stakeholder Relationships - Foster collaborative working relationships with operations, compliance, and front-office teams.
- Governance Support - Ensure operational processes receive appropriate scrutiny and governance before implementation.
- Testing & Validation - Participate in user acceptance testing (UAT) for system enhancements and operational changes.
- 3 - 5 years Business Analyst experience in financial services (amazing if its Wealth Management, Financial Planning or Asset Management).
- Aptitude for data analysis and reporting tools ( e.g. SQL, DOMO, Power BI etc. ).
- An understanding of financial services back end processes and how they support the scalability of the business.
- You love working in a small team where you can make an impact.
- Experience with CRM systems, portfolio management platforms, or financial planning software or platforms such as IRESS or XPlan would be highly beneficial.
- Happy to attend our Somerset West offices 3 days per week.
- Ability to collaborate effectively with onsite and remote teams.
Department Front-to-back Locations Somerset West - South Africa Remote status Hybrid
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