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Phillip Capital Group

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Assistant Manager / Senior Business Analyst

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Summary

Business analyst at PhillipCapital (financial services group) who gathers requirements, drives process automation and digital transformation, and builds internal apps, workflows, and dashboards on Microsoft 365 — mainly Power Apps, Power Automate, Power BI, and SharePoint.

Salary: RM 6,000 – RM 7,500 per month

PhillipCapital Group is a leading integrated financial institution headquartered in Singapore with a global presence in over 15 countries. In Malaysia, we are recognized for our strong reputation in capital markets, offering innovative financial solutions in broking, asset management, financial planning, and investment research.

Job Purpose
The Business Analyst is responsible for analyzing business requirements, identifying process improvement opportunities, and delivering digital solutions using Microsoft 365 technologies. The role will lead the design, development, and enhancement of business applications, workflow automation, dashboards, and reporting solutions using Power Apps, Power Automate, Power BI, SharePoint, and related Microsoft 365 platforms.

Key Responsibilities
Business Analysis
Engage stakeholders to gather, analyze, and document business requirements.
Conduct process reviews and identify opportunities for automation and digital transformation.
Translate business requirements into functional and technical specifications.
Facilitate workshops, meetings, and UAT sessions with users.
Prepare business requirement documents, workflow diagrams, and user guides.

Microsoft Power Platform Development
Design and develop business applications using Microsoft Power Apps.
Build automated workflows using Power Automate to improve operational efficiency.
Create and maintain Power BI dashboards and reports for management reporting.
Integrate Power Platform solutions with SharePoint, Microsoft Teams, Outlook, Excel, and other Microsoft 365 services.
Ensure solutions follow governance, security, and best practices.

SharePoint & Microsoft 365 Solutions
Develop and maintain SharePoint Online sites, lists, libraries, and forms.
Manage metadata, permissions, document workflows, and approval processes.
Configure Microsoft Lists and Dataverse environments where applicable.
Support digital transformation initiatives leveraging Microsoft 365 capabilities.

Project & Stakeholder Management
Work closely with business units to identify requirements and prioritize enhancement requests.
Manage solution delivery timelines and project documentation.
Coordinate testing, deployment, and production support activities.
Provide user training and post-implementation support.
Reporting & Analytics
Develop interactive Power BI dashboards and KPI reports.
Analyze business data and provide insights to support management decision-making.
Ensure data accuracy, integrity, and consistency across reporting platforms.

Support & Continuous Improvement
Provide Level 2/Level 3 support for Power Platform solutions.
Troubleshoot application and workflow issues.
Recommend continuous improvements to existing solutions and processes.
Stay updated with Microsoft Power Platform and M365 developments.

Requirements Education
Bachelor's Degree in Information Technology, Computer Science, Business Information Systems, or related field.

Experience
Minimum 3-5 years of Business Analyst or Solution Development experience.
Minimum 2 years hands-on experience with Microsoft Power Platform.
Experience implementing workflow automation and digital transformation projects.
Experience with SharePoint Online and Microsoft 365 administration is an advantage.

Technical Skills
Mandatory:
Microsoft 365 Admin Center

Exchange Online

Microsoft Teams

SharePoint Online

OneDrive for Business

Microsoft Office Apps

Microsoft Forms

Microsoft Lists

Microsoft Planner

Microsoft Entra ID

MFA

Conditional Access

Microsoft Defender

DLP

Microsoft Purview

Intune / Endpoint Management

Power Automate

Power Apps

Power BI

PowerShell

Microsoft Graph API


Requirements Gathering & Documentation Preferred:
Microsoft Dataverse
Power Pages
SQL Database
Azure Services
Microsoft Graph API
AI Builder
Copilot Studio

Soft Skills
Strong analytical and problem-solving skills.
Excellent communication and stakeholder management skills.
Ability to translate business requirements into technical solutions.
Strong documentation and presentation skills.
Self-motivated and able to work independently.
Good project management and organizational skills.

Key Deliverables / KPI
Successful delivery of Power Platform projects within agreed timelines.
Reduction of manual processes through workflow automation.
Increased user adoption of Microsoft 365 solutions.
Improved reporting accuracy and visibility through Power BI dashboards.
Compliance with IT governance, security, and documentation standards.
High stakeholder satisfaction ratings.

Preferred Certifications
Microsoft Certified: Power Platform Fundamentals (PL-900)
Microsoft Certified: Power Platform Functional Consultant (PL-200)
Microsoft Certified: Power BI Data Analyst Associate (PL-300)
Microsoft 365 Fundamentals (MS-900)

Suggested Position Grade: Senior Executive / Assistant Manager (depending on experience and capability level).


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