At a Glance
- Tasks: Support digital uplift and process optimisation in a collaborative environment.
- Company: Leading wealth and investment organisation undergoing exciting tech enhancements.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Fast-paced environment with a focus on ownership and practical problem solving.
- Why this job: Make a real impact on adviser and client experiences while modernising systems.
- Qualifications: Experience in business analysis within wealth management or financial services.
The predicted salary is between 103275 - 126225 $ per year.
Company Background
Join a leading wealth and investment organisation going through an exciting period of technology uplift and platform enhancement. You’ll be part of a collaborative delivery environment focused on modernising systems, improving adviser and client experiences, and strengthening core operational processes across the business.
About The Role
As a Business Analyst, you’ll support a broad range of initiatives spanning digital uplift, regulatory change, payments workflows, and process optimisation. You’ll gather requirements, map current and future state processes, and work closely with stakeholders to ensure solutions are well understood, scalable, and aligned to the organisation’s strategic goals within the wealth domain.
Key Responsibilities
- Engage business, product, and technology stakeholders to understand needs and translate them into clear functional and non-functional requirements.
- Map existing processes across wealth, payments, and operational workflows, identifying gaps, risks, and improvement opportunities.
- Document user stories, use cases, acceptance criteria, and process artefacts to support delivery.
- Collaborate with engineering, product, and platform teams to validate designs, clarify requirements, and ensure alignment with architecture and compliance obligations.
- Support system testing, defect triage, and user acceptance testing.
- Contribute to change impact assessments, training material, and implementation activities.
- Assist in uplift initiatives across data, reporting, digital forms, payments processing, and adviser/client experience.
About You
Experience as a Business Analyst within wealth management, investment platforms, private wealth, or financial services. Strong understanding of wealth products, operational processes, and adviser-facing workflows. Exposure to payments, reconciliations, transaction processing, or cash management highly regarded. Skilled in process mapping, requirements gathering, and translating complex needs into structured documentation. Comfortable working across digital, data, regulatory, and system enhancement projects. Strong communicator able to build relationships and collaborate across technical and non-technical teams. Detail-oriented, proactive, and confident working in a fast-paced delivery environment.
Company Culture
You’ll work within a business that values ownership, practical problem solving and doing right by its partners. The role offers hybrid working with 3 days per week in the Sydney CBD office or Melbourne CBD office.
Business Analyst – Melbourne employer: Project Pathway Recruitment
At Project Pathway Recruitment, we pride ourselves on fostering a collaborative and innovative work culture that empowers our employees to thrive. As a Technical Content & Help Center Specialist in the vibrant Sydney CBD, you'll enjoy hybrid work flexibility, ample opportunities for professional growth, and the chance to make a meaningful impact by connecting users with our cutting-edge fintech platform. Join us to be part of a dynamic team that values clarity, creativity, and continuous improvement.
Contact Details:
Project Pathway Recruitment Recruitment Team
