Investments Business Analyst

CARE Super Pty Ltd; Australia; Hybrid; AUD 120,000 - 150,000; Full time

Benefits offered by this job

Hybrid and flexible work environment

3% SG above industry minimum

Additional 2% super salary sacrifice

5 weeks annual leave

17 weeks parental leave

Health and wellbeing support

Employee coaching program

Rewards and recognition program

Job summary

CareSuper is seeking an experienced Investments Business Analyst to shape and deliver complex investment transformation initiatives across systems, data, processes and operating models. You will translate complex investment needs into practical solutions that improve capability, data quality and operational efficiency.

Lead cross-functional teams across Investments, Operations and Technology, and influence senior stakeholders with evidence-based recommendations to drive sustainable improvements

Qualifications

• Accomplished Business Analyst with strong investment management understanding.
• Experience delivering technology-enabled change within financial services, preferably superannuation or asset management.
• Strong requirements elicitation, process mapping, data analysis, user story and acceptance criteria.

Responsibilities

• Lead business analysis across complex investment and technology transformation initiatives.
• Analyse and redesign end-to-end investment processes from portfolio construction to settlement.
• Elicit and translate business needs into clear requirements, user stories and acceptance criteria.
• Analyse investment product data and front-to-back data flows to support design.
• Partner with portfolio management, trading, operations, technology, data and testing teams.
• Influence senior stakeholders and provide evidence-based recommendations.
• Maintain requirements traceability through design, development, testing, implementation and benefits realisation.
• Support PMS and OMS implementations, including testing and change activities.
• Identify risks, dependencies and downstream impacts early and drive resolution.

Job description

Passionate, innovative and able to think outside the box? You could be just who we’re looking for

Driven by values

Our people are inspired by working for an organisation with a strong purpose, where they can make a positive difference to the lives of our members.

Building a career with CareSuper means you can expect to work in a diverse and welcoming culture that empowers our people to be the best they can be.

Thank you for your interest in joining our team! We recruit all around Australia and are committed to accessibility, providing reasonable accommodations to all participating in the application and interview process, and while performing their role. If you have any specific requests to help your application, please contact us and one of our People and Culture team will be in touch.

Investments Business Analyst

• Not Specific
• Fixed Term

9/9/2026

• 5 weeks annual leave
• 15% Superannuation
• Flexible and hybrid ways of working

About us

At CareSuper, we believe we’re Super Together. As a profit-to-member super fund with over 600,000 members and $60 billion in assets, we’re passionate about helping our members retire with confidence. We’re growing fast and looking for our next superhero to join us on this exciting journey.

Investments Business Analyst

We’re looking for an experienced Investments Business Analyst to help shape and deliver complex investment transformation initiatives across systems, data, processes and operating models. Working across Investments, Operations and Technology, you’ll act as a trusted adviser and subject matter specialist, translating complex investment needs into practical solutions that improve capability, data quality, controls and operational efficiency.

About the role

• Lead business analysis across complex investment and technology transformation initiatives.
• Analyse and redesign end‑to‑end investment processes, from portfolio construction and implementation through trade execution and settlement.
• Elicit and translate business needs into clear requirements, user stories and acceptance criteria.
• Analyse investment product data and front‑to‑back data flows to support solution and process design.
• Partner with portfolio management, trading, investment operations, technology, architecture, data and testing teams.
• Influence senior stakeholders, challenge assumptions and provide evidence‑based recommendations.
• Maintain requirements traceability through design, development, testing, implementation and benefits realisation.
• Support PMS and/or OMS implementations and enhancements, including testing, implementation and change activities.
• Identify risks, dependencies and downstream impacts early and help drive effective resolution.

What we are looking for

• An accomplished Business Analyst with a strong understanding of investment management environments.
• You’ll be comfortable operating between investment specialists and technology teams, turning complex requirements into clear, actionable outcomes.
• Experience delivering technology‑enabled change within financial services, preferably superannuation, investment management or asset management.
• Strong knowledge of the full investment lifecycle, including direct portfolios and overlays.
• Sound investment product knowledge and an understanding of front‑to‑back investment systems and data flows.
• Strong requirements elicitation, process mapping, data analysis, user story, acceptance criteria and traceability skills.
• Experience engaging investment, operations and technology stakeholders as well as vendors and implementation partners.
• Strong critical thinking, communication and stakeholder‑influencing capability.
• The initiative and judgement to work independently in a complex project environment.
• Experience implementing or supporting a Portfolio Management System (PMS) or Order Management System (OMS) will be highly regarded, particularly where it includes fixed income products, workflows and operational controls.

Highly regarded

• A strong understanding of investment management environments including detailed knowledge of the full trade lifecycle.

This is an opportunity to play an influential role in significant investment transformation work. You’ll help shape decisions across investment systems, processes and data while working with senior stakeholders to deliver sustainable improvements to investment capability and the broader operating environment.

If you’re an experienced Investments Business Analyst who combines strong investment domain knowledge with technology transformation expertise, we’d like to hear from you.

Why CareSuper

We’re not just another super fund. We’re a values‑driven organisation that puts people first—our members and our team. Here is what you can look forward to:

• Hybrid and flexible work environment
• 3% Superannuation Guarantee (SG) above industry minimum
• Matching an additional superannuation salary sacrifice of up to 2%
• 5 weeks of annual leave
• 17 weeks of parental leave for all eligible employees
• Holistic health and wellbeing support - free annual flu shots, skin checks, Employee Assistance Program
• External Employee Coaching Program and Professional Development
• Rewards and Recognition Program, as well as employee discounts and cashback offers on a broad range of products and services

We are committed to protecting your privacy—your personal information will be handled with care and in line with our Privacy Policy.

At CareSuper, we know that the diverse perspectives make us stronger. We are proud to foster an inclusive environment where everyone feels welcome, respected, and valued—no matter your background or identity.

All the perks of working for one of Australia’s rising super funds.

Our members are unique, and so are we. Here’s how we support you to be you at work.