About the position
The core purpose of the role is:
- To ensure the smooth and effective running of relevant intermediary (electronic) tools and applications.
- To ensure the ease of use of relevant tools and applications, as utilised by the intermediary, thus enhancing the intermediary’s experience - as well as the end-user customer’s experience.
- To reduce and prevent any advice risk associated with the use of system tools and applications by the intermediaries, in relation to assigned portfolio.
- To manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified/suggested – as per agreed upon portfolio and focus areas.
- Manage and take ownership of allocated projects/tasks, as well as assigned resources.
What will make you successful in this role?
Requirements Elicitation and Management
- Lead and facilitate workshops, interviews, and discovery sessions with business users, compliance, and technology teams to capture, analyse, and document complex business needs.
- Translate high-level business requirements into clear, concise, and detailed artefacts, including User Stories, Acceptance Criteria, Use Cases, Process Maps, and Data Flow Diagrams.
- Manage the product backlog in collaboration with the Product Owner, prioritising and refining stories to ensure the development team has a continuous stream of well-defined work.
- Act as the primary subject matter expert (SME) on the advisor web application's functionality, workflows, and business rules.
- Analysis and Design
- Perform detailed gap analysis between current state and desired future state, identifying all necessary changes to business processes, system functionality, and data models.
- Collaborate with UX/UI designers to develop wireframes and prototypes, ensuring the user experience meets both the business needs of the advisor and necessary regulatory requirements.
- Define and document non-functional requirements (e.g., performance, security, scalability).
- Proactively identify risks, issues, and dependencies, proposing mitigation strategies to the project management and leadership teams.
Stakeholder Collaboration and Communication
- Bridge communication gaps between technical teams (Developers, QA) and non-technical stakeholders (Financial Advisors, Sales, Compliance).
- Present analysis findings, proposed solutions, and trade-off options to senior business and technology leaders, influencing decision-making.
- Support the QA team by reviewing test cases and participating in User Acceptance Testing (UAT) to ensure solutions meet the intended business objectives.
- Assist in creating training materials, release notes, and documentation for new features deployed to the financial advisor user base.
Qualification and Experience
- Over 5 years of experience as a Business Analyst, including at least 2 years in a Senior or Lead position.
- Mandatory experience with a Web Application, SaaS product, or B2B/Enterprise platform.
- Experience with modelling techniques, such as BPMN (Business Process Model and Notation) and UML (Unified Modelling Language).
Preferred Qualifications
- Familiarity with regulatory frameworks affecting financial advisors
- Experience in analysing and integrating with APIs and third-party financial data providers.
- Certifications such as CBAP, PMI-PBA, or Certified Scrum Product Owner (CSPO).
Knowledge and Skills
- Strong domain knowledge in Financial Services is essential (e.g., Wealth Management, Investment Advisory, Brokerage, or Retail Banking).
- Expert-level proficiency in Agile/Scrum methodologies and tools (e.g., JIRA, Confluence, Azure DevOps).
- Exceptional communication skills (both written and verbal) and presentation abilities, with the capacity to explain complex technical and financial concepts clearly.
Core Competencies
- Analytical Thinking
- Decision Making
- Technical Professional Skill
- Business Acumen
- Building and Maintaining Relationships
The core purpose of the role is:
- To ensure the smooth and effective running of relevant intermediary (electronic) tools and applications.
- To ensure the ease of use of relevant tools and applications, as utilised by the intermediary, thus enhancing the intermediary’s experience - as well as the end-user customer’s experience.
- To reduce and prevent any advice risk associated with the use of system tools and applications by the intermediaries, in relation to assigned portfolio.
- To manage and facilitate the resolution of system issues, as well as driving any enhancements that are identified/suggested – as per agreed upon portfolio and focus areas.
- Manage and take ownership of allocated projects/tasks, as well as assigned resources.
What will make you successful in this role?
Requirements Elicitation and Management
- Lead and facilitate workshops, interviews, and discovery sessions with business users, compliance, and technology teams to capture, analyse, and document complex business needs.
- Translate high-level business requirements into clear, concise, and detailed artefacts, including User Stories, Acceptance Criteria, Use Cases, Process Maps, and Data Flow Diagrams.
- Manage the product backlog in collaboration with the Product Owner, prioritising and refining stories to ensure the development team has a continuous stream of well-defined work.
- Act as the primary subject matter expert (SME) on the advisor web application's functionality, workflows, and business rules.
- Analysis and Design
- Perform detailed gap analysis between current state and desired future state, identifying all necessary changes to business processes, system functionality, and data models.
- Collaborate with UX/UI designers to develop wireframes and prototypes, ensuring the user experience meets both the business needs of the advisor and necessary regulatory requirements.
- Define and document non-functional requirements (e.g., performance, security, scalability).
- Proactively identify risks, issues, and dependencies, proposing mitigation strategies to the project management and leadership teams.
Stakeholder Collaboration and Communication
- Bridge communication gaps between technical teams (Developers, QA) and non-technical stakeholders (Financial Advisors, Sales, Compliance).
- Present analysis findings, proposed solutions, and trade-off options to senior business and technology leaders, influencing decision-making.
- Support the QA team by reviewing test cases and participating in User Acceptance Testing (UAT) to ensure solutions meet the intended business objectives.
- Assist in creating training materials, release notes, and documentation for new features deployed to the financial advisor user base.
Qualification and Experience
- Over 5 years of experience as a Business Analyst, including at least 2 years in a Senior or Lead position.
- Mandatory experience with a Web Application, SaaS product, or B2B/Enterprise platform.
- Experience with modelling techniques, such as BPMN (Business Process Model and Notation) and UML (Unified Modelling Language).
Preferred Qualifications
- Familiarity with regulatory frameworks affecting financial advisors
- Experience in analysing and integrating with APIs and third-party financial data providers.
- Certifications such as CBAP, PMI-PBA, or Certified Scrum Product Owner (CSPO).
Knowledge and Skills
- Strong domain knowledge in Financial Services is essential (e.g., Wealth Management, Investment Advisory, Brokerage, or Retail Banking).
- Expert-level proficiency in Agile/Scrum methodologies and tools (e.g., JIRA, Confluence, Azure DevOps).
- Exceptional communication skills (both written and verbal) and presentation abilities, with the capacity to explain complex technical and financial concepts clearly.
Core Competencies
- Analytical Thinking
- Decision Making
- Technical Professional Skill
- Business Acumen
- Building and Maintaining Relationships
Desired Skills:
- 5 yrs BA
- 2 + years Lead
- Web Application
- SaaS product
- or B2B/Enterprise platform.
- BPMN
- UML
- Financial Services is essential
