Business Analyst

LGT Crestone Wealth Management Limited; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

LGT Wealth Management is expanding its Delivery function in Sydney, Australia, and seeks experienced Business Analysts to support strategic change and compliance initiatives. You will translate business needs into sprint-ready requirements, shape solutions, and support high-quality releases across platforms.

We value data-driven decisions, stakeholder collaboration, and regulatory experience. Ideal candidates have 3+ years as a Business Analyst or 5+ years in Wealth Management with BA

Qualifications

• Gather and document business requirements with clear acceptance criteria.
• Translate requirements into sprint-ready user stories with acceptance criteria.
• Collaborate with senior stakeholders and delivery teams across projects.
• Exposure to regulatory and compliance initiatives is desirable.

Responsibilities

• Partner with stakeholders to clarify requirements and prioritise initiatives across streams.
• Gather and document business requirements, translating them into clear user stories.
• Create user stories and walk through with business and technology teams.
• Support planning and implementation of both business and technical components.
• Assist delivery through design, testing, and traceability from requirements to tests.
• Prepare stakeholder communications, demos and training materials.
• Identify process improvements and contribute to business case development.

Skills

Requirements gathering

Agile frameworks

Stakeholder management

Data-driven decision making

Education

Bachelor's degree

Tools

JIRA

Excel

Confluence

Job description

LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.

With a shared passion for building an uncompromised business – we created something new from the ground up.A chance to leave behind the things that weren’t working, while enhancing the things that were.Our authentic and personalised client-first commitment.Our entrepreneurial spirit.Our focus in best-in‑class advice.And our intimate understanding of the Australian private wealth landscape.

In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long‑term approach and private‑ownership model.Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.

About the Opportunity

As our team continues to grow, we are expanding our Delivery function and have multiple opportunities for experienced Business Analysts to support strategic change and mandatory initiatives across the LGT Wealth Management business.

In this role, you will be at the centre of our change agenda -translating business needs into clear, sprint‑ready requirements, shaping solutions through thoughtful definition and design, and supporting high‑quality releases across our platforms. If you enjoy complex problem‑solving, data‑driven decision‑making, and working closely with stakeholders to deliver meaningful outcomes, you’ll thrive here.

We are particularly interested in Business Analysts with experience in Regulatory & Compliance, delivering scale and efficiencies initiatives in client facing advisory environments, continuous improvement and process optimisation, performance reporting, financial products or compliance, AML and regulatory reforms Financial Products, Digital Onboarding, or Data‑focused projects.

Please note that these positions are offered as 12‑month fixed‑term contracts.

Key Responsibilities

• Partner with stakeholders to clarify requirements, prioritise initiatives, and resolve issues across multiple streams.
• Gather and document business requirements, translating them into clear, sprint‑ready user stories with acceptance criteria.
• Create user stories and walkthrough these with business and technology teams.
• Support Senior Business Analyst and Business Owners in breaking down of Epics into stories and capture of the acceptance criteria.
• Support the Project Managers in planning and implementation of both business and technical components of initiatives.
• You will support the developers and testers through the sprint cycle to achieve sprint goals and deliver value to the stakeholders.
• Support delivery through definition, design, and testing phases ensuring traceability from requirements to test cases and quality outcomes.
• Prepare stakeholder communications, deliver demos and training, and assist with business procedure documentation.
• Identify process improvements and contribute to business case or lean canvas development for future initiatives.

About You

• 3+ years as a Business Analyst or 5+ years in Wealth Management with BA responsibilities.
• Strong exposure working withWealth Advisory/Private Banking platforms. Avaloq experience is highly desirable.
• Experience in process mapping, user story development, and Agile frameworks.
• Resilient, methodical, and able to manage multiple priorities.
• Proficient in JIRA and advanced Excel skills.
• Understanding of wealth management products and services are highly desirable.
• Knowledge of SDLC and change methodologies are a plus.

Qualifications

• Degree qualified.

LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.

LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.