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 co-ordinate 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 and 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 in the industry, of which at least 2 years’ experience building PSP solutions.
- Experience on 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 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 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.
- 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:
- Time Management
- Critical Thinking
- Spreadsheet software
- Judgment and Decision Making
- Active Listening
- Tax preparation software
- Accounting Software