Business Analyst | Financial Services

Active Recruitment

JOB OVERVIEW / ROLE PURPOSE

A leading South African Investment Management and Financial Services business is seeking a driven, analytically sharp Business Analyst to join their Finance (Tax) division on a fixed-term contract basis.

IMPORTANT TO NOTE ABOUT THE ROLE AND REQUIREMENTS

The client has broadened the candidate profile. Tax experience is now advantageous. The priority is a strong Business Analyst with a financial services background who can absorb tax domain knowledge with client guidance.
You do not need to be a tax expert - you need to be an exceptional Business Analyst with a strong financial services background. The client will provide tax domain guidance. You bring the methodology, the structure, and the analytical firepower.

IDEALLY WHAT THE CLIENT IS LOOKING FOR

The client is not just looking for a Business Analyst — they’re looking for someone who brings the room together. Our client needs a sharp, technically capable BA with a tax or accounting foundation ( SAICA/CTA exposure a strong plus) who documents everything, owns their work end to end, and genuinely lifts the people around them. If you've got a financial or tax background, are comfortable validating data and systems logic, and people would describe you as engaging, dedicated, driven, and dependable under pressure — we want to hear from you!

ABOUT THE ROLE

This is a high-impact, once-off capacity role focused on the stabilisation, remediation, and optimisation of the international product tax environment within the investment management ecosystem.

You will perform a comprehensive review of all tax-impacting events, processes, and products — ensuring these are fully, accurately, and consistently embedded in the relevant system landscape, supported by appropriate documentation, controls, validations, and exception reporting.

Working from current state assessments through to post-implementation support, the role drives efficiency, standardisation, and straight- through processing with clearly defined exception management.

The Business Analyst will be responsible for requirements definition, gap identification, documentation, and supporting delivery — interfacing directly with IT delivery teams.

Scope

Tax systems, accounting, and regulatory reporting in a financial services environment
South African tax implications for relevant products and processes
International tax considerations where applicable (e.g., cross-border obligations; Guernsey and other jurisdictions as relevant)
System migrations, data remediation, and API-enabled environments
Data analysis, data-driven insights, and BI tooling
Business process improvement, control design, and straight-through processing
FATCA, CRS, and/OR cross-border international tax obligations
Agile delivery environments and structured requirements documentation

Key Deliverables

Complete catalogue of tax-impacting events, products, and processing flows for the client International Products
Documented current state and validated future state tax processes and system behaviours
Clear business and technical requirements aligned to tax rules and product intent
Gap register covering missing triggers, validations, controls, audit trail and reporting (including historic errors)
Prioritised remediation roadmap and delivery plan (including dependencies, testing approach and signoffs)
Defined and implementable tax control framework components (preventative and detective controls, monitoring and exception reporting)
Reduced dependency on ad hoc manual interventions through improved process design and automation opportunities

MINIMUM REUIREMENTS

Qualifications

Relevant Financial Degree – Accounting Sciences – CTA; and/or equivalent professional designation
SAICA Certified / in process
Information Technology Degree/Diploma - Advantageous
CBAP – Certified Business Analyst Professional – Advantageous

Experience Requirements – Preferred

Minimum 5 years' experience in Business Analysis and/or Business Process Improvement (required)
Minimum 3–5 years' experience within a Financial Services or Linked Investments environment (required)
Demonstrated experience in system/process remediation, requirements definition, and IT delivery support
Proven experience working in Agile project environments
Experience with FATCA, CRS, and cross-border/international tax reporting (strongly preferred);
- and/or any related cross/border international frameworks
Experience with system migrations, data remediation, and API development/implementation (highly advantageous)
Exposure to i nvestment management, asset management, linked investments, annuities, or insurance finance (preferred)

Technical Skills & Competencies

Advanced Excel — data interrogation, modelling, exception analysis
SQL / Data Querying — ability to write and interpret data queries
Business Intelligence tools: Power BI, QlikView (advantageous)
International Frameworks: Strong understanding of IFRS Financial reporting frameworks
Tax systems, triggers, and controls in a financial services environment (advantageous)
Business requirements documentation: BRDs, FRDs, process maps, gap registers, remediation roadmaps
Process Mapping methodologies: current state / future state, Design Thinking
UAT planning, test scenario definition, defect triage
Regulatory reporting: FATCA / CRS compliance frameworks – highly advantageous

Key Leadership & Behavioural Attributes

Energetic, ambitious, and driven — thrives in a high-pressure, high-accountability environment
Sharp analytical and logical problem-solving ability with excellent attention to detail
Outstanding investigative and structured documentation capability
Data-driven mindset — able to translate complex insights into clear, actionable recommendations
Exceptional stakeholder management and facilitation skills across business and technical audiences
Clear written and verbal communication — confident presenting to senior leadership
High ownership of deliverables — self-directed with the ability to work independently
Collaborative, influential, and able to navigate diverse cross-functional teams

R550 - R650 K - CTC GROSS per month – NEGOTIABLE for the right skills, experience.

Willing to work Hybrid and on site
Must have Clear ITC (Credit & Crim Records)
Strong Business Analysis skills and experience
Strong Financial Services experience and exposure
Apply on PNET. You can also apply on ***email_hidden***

The client is not just looking for a Business Analyst — they’re looking for someone who brings the room together. Our client needs a sharp, technically capable BA with a tax or accounting foundation ( SAICA/CTA exposure a strong plus) who documents everything, owns their work end to end, and genuinely lifts the people around them. If you've got a financial or tax background, are comfortable validating data and systems logic, and people would describe you as engaging, dedicated, driven, and dependable under pressure — we want to hear from you!