Job title: Business Analyst
Company: SustainAbility Consulting
Job description: Join a leading wealth management firm with a strong local presence in Sydney and Melbourne, recognised for delivering bespoke financial solutions. The organisation specialises in wealth advisory, investment management, and innovative client-focused technologies. With a culture of collaboration, innovation, and professional development, this is your opportunity to be part of a high-performing team in the financial services industry.ABOUT THE ROLE
I am seeking a highly skilled mid-level Business Analyst with extensive experience in wealth management or banking to join the Delivery team. Reporting directly to the Head of Delivery , this role will initially focus on the Client Portal project but may also involve other financial product initiatives. I am looking for someone with exceptional business analysis expertise, a strong understanding of financial products, and ideally experience in digital solutions.DUTIES
- Collaborate with stakeholders to gather, analyse, and document business requirements across financial product and digital initiatives.
- Conduct comprehensive analysis of the Client Portal and other financial product streams to identify optimisation opportunities.
- Translate business needs into detailed user stories, epics, and acceptance criteria using JIRA.
- Facilitate workshops to align stakeholders and gather input on system enhancements and features.
- Provide critical assessments of business processes and recommend practical solutions.
- Work closely with cross-functional teams, including technical teams, to ensure successful delivery of project outcomes.
- Adapt to changing priorities and contribute to multiple streams of work within the Delivery team.
SKILLS & EXPERIENCE
- Proven experience as a Business Analyst with strong expertise in wealth management (strongly preferred) , banking , or financial services.
- Strong understanding of financial products and operational processes.
- Advanced critical thinking skills, with the ability to analyse complex problems and provide actionable solutions.
- Experience with digital projects is highly regarded.
- Proficiency in Agile methodologies and tools such as JIRA and Confluence.
- Exceptional communication and stakeholder management skills, with a demonstrated ability to engage senior stakeholders effectively.
- Ability to work independently, manage competing priorities, and deliver high-quality results under tight deadlines.
CULTURE & BENEFITS
This organisation fosters a culture of innovation, accountability, and professional growth. With flexible work arrangements 3:2 and an inclusive environment, you’ll have the support to thrive and make a meaningful impact.
DETAILS
- Contract: 12-month fixed-term contract
- Locations: Sydney or Melbourne
- Salary: $130k – $145k + super, pending experience
APPLY NOW
This is your opportunity to contribute to a leading wealth management firm, working on both digital and financial product initiatives. If you have strong experience in wealth management and a passion for delivering exceptional business outcomes, apply today!
Expected salary: $130000 – 145000 per year
Location: Melbourne, VIC
Job date: Fri, 17 Jan 2025 07:54:47 GMT
Apply for the job now!
