Technical Business Analyst - Asset Management (Cape Town)

Requirements Elicitation & Analysis

• Lead the elicitation, documentation, and validation of business and technical requirements across asset management processes including portfolio management, dealing, valuation, performance, and reporting #

• Facilitate workshops and interviews with investment managers, operations team, research team, and compliance stakeholders

• Produce high ‑ quality artefacts including process maps, user stories, use cases, data models, and functional specifications

• Define and validate acceptance criteria in collaboration with Product Owners, developers, and QA teams

• Document and assess system and data integration requirements across portfolio management systems, order management systems (OMS), data vendors, custodians, and reporting platforms

• Process Analysis & Improvement

• Analyse end ‑ to ‑ end front ‑ to ‑ back asset management workflows to identify inefficiencies, risk, and opportunities for automation

• Map as ‑ is and to ‑ be processes, ensuring alignment with regulatory, operational, and investment governance requirements

• Identify opportunities to embed AI and advanced analytics into investment and operational workflows and translate these into structured requirements

• Agile Delivery Support

• Work closely with Product Owners to shape and prioritise backlogs aligned to asset management roadmaps

• Participate actively in sprint ceremonies, refinements, planning sessions, reviews, and retrospectives

• Support engineering teams throughout delivery by clarifying requirements, data dependencies, and non ‑ functional needs

• Stakeholder Engagement

• Build trusted relationships with senior stakeholders across Investments, Operations, Risk, Compliance, and Technology

• Communicate complex technical, data, and process changes clearly to both technical and non ‑ technical audiences

• Support governance and steer ‑ co processes by providing clear documentation, options, and impact assessments

• Continuous Improvement

• Champion best practice in business analysis, agile delivery, and asset management technology

• Actively leverage AI ‑ enabled tools for requirements synthesis, documentation, and analysis

• Contribute to the development of BA standards, templates, and capability maturity across the function