Business Analyst - Sydney

Project Pathway Recruitment; Sydney; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work

Sydney/Melbourne offices

Job summary

Project Pathway Recruitment partners with a leading wealth and investment organisation to modernise adviser and client experiences. The Business Analyst will gather requirements, map current and future processes, and work with stakeholders to deliver scalable solutions within the wealth domain.

You'll engage across digital uplift, regulatory change, and payments workflows, ensuring solutions meet technical and compliance standards while enhancing operational efficiency.

Qualifications

• Experience as a Business Analyst within wealth management or financial services.
• Ability to map current and future state processes.
• Strong communication with cross-functional teams.

Responsibilities

• Translate business needs into clear functional and non-functional requirements.
• Map wealth, payments, and operational workflows to identify gaps and improvements.
• Document user stories, use cases, and acceptance criteria.
• Collaborate with engineering and product teams to align with architecture and compliance.
• Support testing, defect triage, and user acceptance testing.
• Contribute to change impact assessments and training materials.
• Assist uplift initiatives across data, reporting, and adviser/client experience.

Skills

Requirements gathering

Process mapping

Stakeholder collaboration

Business analysis

Wealth management knowledge

Job description

Project Pathway Recruitment – Sydney CBD NSW

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 in 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.