Investec – Where Out of the Ordinary Happens

At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.

Team Description    

In alignment with the Bank and GLO's strategic objectives, the Lending Transformation Team delivers end-to-end change initiatives, from discovery through to implementation, and provides ongoing oversight of the processes and systems supporting GLO operations.
The team drives operational efficiency, strengthens control frameworks, and enhances process consistency through optimisation, standardisation, and automation initiatives.
The team is also responsible for the development and governance of management information (MI) and reporting, ensuring accurate and timely visibility of performance, capacity, risk, and delivery metrics.

Description of role and key responsibilities    

The Business Analyst for this role will solely focus on delivering and managing a transformation project to implement a new loan servicing system for Private Client Lending Operations.
While the role is focused on the Business Analyst skill set, the candidate would need to apply project management skills necessary to manage initiatives through to completion, including project planning, status reporting, stakeholder management, risk management and communication.

Operating Model Impact

This is not a system replacement only - it is a full operational redesign.

• The implementation will require
• Future-state service design blueprint
• End-to-end process mapping (as-is (already mapped) / to-be)
• SOP development and operational runbooks
• Migration framework (event-driven, reconciled, controlled)
• Compliance and control validation
• Training and business readiness
• Cutover and hyper care planning

Core responsibilities:

SOP & Process Documentation

• Detailed process maps (including exceptions and edge cases)
• Implementation playbooks and operational runbooks
• Migration execution guidelines

Risk, Control & Compliance Alignment

• Regulatory and conduct risk alignment
• Audit traceability design
• Control Design & Operating Effectiveness Testing

User Acceptance Testing – end to end business validation

• Reconciliation design (pre-, during-, post migration)
• Data integrity validation standards
• Incident & breach management process during migration

Training & Change Enablement

• Training materials and operational guides
• Role-based user manuals
• Knowledge transfer framework
• Business readiness assessments
• Go-live readiness checklist

Migration & Operational Readiness

• Event-driven data migration oversight (in partnership with PCLO)
• Parallel run design
• Operational dress rehearsals
• Cutover planning
• Contingency & rollback planning

Additional Operational Considerations (for completeness)
To ensure a robust operational implementation, we should also account for:

• MI and reporting design (including regulatory reporting impacts)
• Customer communication (regulation compliant) templates and servicing impact mapping
• Collections and arrears workflow configuration
• Segregation of duties review (role definitions)
• Capacity modelling post-implementation
• Business continuity alignment (BCP updates)
• Ongoing optimisation and continuous improvement framework  

Core skills and knowledge:

Financial and Technology Understanding

• Mortgage servicing experience
• Prior system implementation exposure

Business Analysis and Project Management

• Proficiency in requirements gathering, process re-engineering, and BPMN process mapping
• Experience in writing functional specifications and user stories
• Competence in managing test processes
• Understanding and experience in Project Management, including the ability to plan, report and deliver on a project

Tools and Systems

• Skilled in process mapping tools for process design
• Proven ability in Excel and the Microsoft Office Suite
• Familiarity with project management software 

Communication

• Mortgage servicing experience
• Prior system implementation exposure
• Excellent written and verbal communication skills, capable of conveying complex financial or operational changes to diverse stakeholders
• Ability to facilitate workshops
• Engage effectively with key stakeholders across the bank

Collaboration and Influence

• A strong team player with the ability to build relationships
• Facilitation and negotiation skills to align business and technology priorities
• High emotional intelligence, with the ability to “read the room” and resolve conflict constructively

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work. You can find a list of our benefits here

Embedded in our culture is a sense of belonging and inclusion. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.

We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.

If this role excites you but you don't meet every requirement, we'd still love to hear from you. Your unique perspective and experience could be exactly what we are looking for.  Get in touch!

At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every day.

Be part of something Out of the Ordinary.

Recite Me

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