Business Analyst

Project Pathway; City of Melbourne; Hybrid; AUD 140,000 - 160,000; Full time

Job summary

A leading wealth and investment organisation is seeking a mid-senior level Business Analyst for a 12-month contract in Melbourne. The role focuses on supporting digital uplift and regulatory changes by gathering requirements, mapping processes, and collaborating with stakeholders. Ideal candidates will have experience in wealth management, strong communication skills, and the ability to work in a fast-paced environment. Join a supportive team dedicated to continuous improvement.

Qualifications

• Experience as a Business Analyst within wealth management or financial services.
• Strong understanding of wealth products and operational processes.
• Skilled in translating complex needs into structured documentation.

Responsibilities

• Engage stakeholders to translate needs into requirements.
• Map existing processes and identify gaps and risks.
• Document user stories, use cases, and acceptance criteria.
• Collaborate with teams to validate designs and clarify requirements.
• Support system testing and user acceptance testing.
• Contribute to change impact assessments and training materials.
• Assist in uplift initiatives across data and digital experiences.

Skills

Business analysis

Process mapping

Requirements gathering

Strong communication

Collaboration across teams

Job description

This range is provided by Project Pathway. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

A$140,000.00/yr - A$160,000.00/yr

Direct message the job poster from Project Pathway

Founder, Project Pathway | Recruiting Project Delivery & Transformation Professionals

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.

This role will be a 12 month FTC with a strong chance of permanent conversion

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 join a supportive, delivery-focused environment that values collaboration, integrity, and continuous improvement. The team encourages open communication, practical problem-solving, and a commitment to improving the experience for advisers and clients. The role can be based out of either Sydney or Melbourne requiring 3 days per week in their CBD offices.

Seniority level

Mid-Senior level

Employment type

Contract

Job function

Analyst

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