Key responsibilities
- Analyse business needs, processes, and system behaviour across the range of he company products.
- Analysis could be quantitative or qualitative in nature.
- Support discovery activities and problem definition.
- Translate business and regulatory needs into structured requirements and backlog inputs.
- Use the company’s approved AI tools to support analysis, documentation, and insight generation to enhance quality and speed of output.
- Create user interface mock-ups that are consistent with existing product and will guide the development effort on the front-end.
- Prepare product artefacts to support governance and decision making.
- Support product committee submissions and evidence packs.
- Shadow the Head of Product Office in prioritisation, trade-off, and governance decisions.
- Where applicable, take ownership of defined technology features, products or components.
- Provide input into prioritisation of product backlogs within agreed guardrails.
- Assist with day-to-day product decisions aligned to governance standards.
- Engage stakeholders across Technology, Operations, Compliance, Proposition and Distribution.
- Ensure delivery outcomes align to product intent and business value.
- Assist with demos and rollout of new features and products.
- Assist with the definition and measurement of success of the feature or product that is analysed.
What success looks like
- Strong understanding of the company’s products and operating context.
- Sound judgement in balancing commercial, operational, and regulatory needs.
- Increasing independence in requirements and other artefact generation, product decision-making and prioritisation.
- Respected and trusted by members of the PO team as well as teams with whom we collaborate.
Experience
- 3–5 years of experience in business analysis, product, or related roles.
- Exposure to financial services, asset management, or similar regulated environments.
- Experience with or working knowledge of IT / software development / database structures will be very beneficial.
- Experience of working in agile / scrum environments alongside software developers.
Education Qualifications
- At a minimum, an undergraduate degree in a financial, commercial, IT, information systems or engineering discipline.
- Ideally some financial component (either as part of the degree or as a post-graduate course).
- Strong academic track record showing consistent performance.
- Additional business analysis, product ownership or financial qualifications such as CA(SA), CFA and CPA would be beneficial.
Knowledge, Attributes Skills
- Culture and personality fit are critical. The company is a dynamic business that retains a strong entrepreneurial spirit and has a driven, team-orientated culture.
- Knowledge of investments from instruments is preferable (equities, bonds, property and cash), through asset allocation and the risk return efficient frontier to funds (mutual funds, collective investment schemes, unit trusts).
- Knowledge of the advice process is preferable – financial personality / risk appetite assessment, cashflow modeling, suitability, tax, retirement and estate-planning, compliance, portfolio construction, investment via a platform and regular performance reporting.
- IT knowledge beneficial – particularly data structures, user experience (UX) and user interfaces (UI).
- Business analysis skills to define business requirements.
- Problem solving and ability to evaluate trade-offs during prioritisation processes.
- Strategy execution – the ability to translate strategy into coherent products that align with the product roadmap.
- Inter-personal skills to collaborate effectively with colleagues, advisers and third-party product providers.
- Project management knowledge and skills are preferable, however while delivery awareness and coordination are important, this role does not carry project management accountability – its focus is on product quality, value, and decision support.
- Foster an open and fun environment where colleagues are excited to brainstorm ideas, open to visualise ideas, but also shut down some ideas without upsetting people.
- Strong at prototyping and working up the strongest ideas to play back to the company.
- Ability to present and defend solutions in group settings.
- Demonstrated ability to grow into a decision-making role.
- Comfortable working with ambiguity and complexity.
- Attention to detail and accuracy of work are very important.
Desired Skills:
- Time Management
- Critical Thinking
- Spreadsheet software
- Judgment and Decision Making
- Active Listening
- Tax preparation software
- Accounting Software