Objective of the Role:
The purpose of the role is to work collaboratively within your team and across other teams in the business to deliver exceptional customer experiences.
Key Responsibilities:
Business analysis:
- Scope definition and/or gap analysis for features as prioritized by the Blueprint Committee or the Change Prioritisation Committee.
- Identification of key stakeholders who are required to ensure thorough and accurate analysis.
- Facilitate requirements gathering workshops with stakeholders across the business to define detailed business requirements and business rules with the aim of distinguishing user requests from true business needs.
- Business process definition using BPMN to ensure that the Operations team are enabled to create the required Standard Operating Procedures.
- Identification of risks and issues and raising these timeously with the Project Managers.
- Collaborate with technical leads, Solution Architects, and subject matter experts to establish the technical solution and analyse trade-offs between usability and performance needs.
- Systems analysis in collaboration with stakeholders and technical resources to document detailed functional requirements.
- Brief business and functional requirements to the technical and development teams in preparation for development sprints.
- Review and validation of developed solution to ensure that it fulfills all the specified requirements.
- Handovers to the test team for functional and user acceptance testing.
- Review the test plan and test scripts to ensure quality and coverage of all requirements.
- Supporting business transition and helping establish change through:
- Drafting solutions documentation and creating demo videos.
- Conducting solution walkthroughs with business stakeholders as well as IT support.
- Working closely with the Change Manager to develop a communication and information plan.
- Adherence to the business analysis methodology and guidelines, i.e., application of toolkits, software and agreed outputs.
- Creating and maintaining a repository of reusable and repeatable content as part of analysis activities.
- Assist in mentoring and training new team members in knowledge of products, processes, and systems.
- Assist in production support to solve incidents or document change requests in conjunction with the IT and Business operational teams.
Ways of working:
- Work under general direction within a clearly defined accountability framework, i.e., the Group Investment Platform’s SDLC and project ways of working.
- Ensure regular and consistent updates of artefacts on JIRA and Confluence.
- Attendance of project standups and delivery meetings.
- Work on multiple deliverables at any one time, each with its own delivery path and phase in the SDLC.
- Work closely with the project manager to define timelines.
- Monitor feature progress by tracking activity, removing blockers to delivery, and resolving defects.
- Work closely with internal Group-wide teams and external teams and vendors to deliver a successful outcome.
Minimum Qualifications Required:
- Relevant Commerce degree in Finance, Economics, Statistics, Investment Management or Business Management or equivalent
- Business Analysis certification/qualification would receive preference
- Computer Literacy (MS Word, MS Excel, MS Outlook, MS Visio), with MS Excel at least at intermediate level.
- JIRA and Confluence experience would be advantageous.
Experience:
- At least 8 years of business analysis experience in the Financial Services Industry within finance projects environment.
- Experience in Agile projects
- Business process definition experience, to ensure optimal business performance
- Operating Model analysis and design experience e.g. using UML or BPM
- Experience in working with a third-party platform vendor
- Experience in solving complex problems for customers (internal or external).
- Experience in building successful relationships and working collaboratively across departmental teams.
- Experience at working in a fast paced, proactive and delivery focused environments.
- Experience in analyzing large data sets across different systems and identifying key attributes that can be used to derive logic from e.g. matching transactions.
- Experience with financial business requirements e.g. general ledger or payment systems would be an advantage
- Experience of user experience or online webpage requirements would be an advantage
Knowledge Required:
A successful candidate will show:
- A deep understanding of investment and life products (to subject matter expert level) in order to talk about investments confidently.
- An understanding of financial services regulation as it relates to investment platform providers.
- An understanding of platform products and operations.
- A good understanding of the IT architectural landscape and system integration
- Understanding or experience creating systems for Financial Advisers.
- A clear understanding of the competitive landscape for our platform.
- A strong understanding of change management processes.
- A broad enterprise-wide view of the end to end business and a relevant degree of appreciation for strategy, processes and capability, enabling technologies and governance.
- A passion for continual growth and self-development.
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 customer’s 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.
Entrepreneurial and Commercial Thinking: Understands the economic environment and able to make well informed business decisions.
People Skills: The ability to influence a wide range of diverse individuals and groups positively.
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.
Desired Skills:
- Systems Analysis
- Complex Problem Solving
- Programming/configuration
- Critical Thinking
- Time Management