Senior Business Analyst - Custodian / Institutional Banking

TRC Group; Sydney; Hybrid; AUD 149,000 - 182,000; Full time

Benefits offered by this job

EAP

Study Assistance

Paid parental leave

Public holiday swap option

Job summary

TRC Group in Sydney CBD is seeking a Senior Business Analyst for Custodian / Institutional Banking to translate complex requirements into practical solutions, lead client meetings and workshops, and drive delivery across agile and waterfall environments.

You will partner with global custodians and institutional clients, manage stakeholder expectations, and contribute to a first-of-its-kind digital tax reporting platform, bringing strong BA fundamentals and financial services experience.

Qualifications

• Minimum 5 years' Business Analysis experience in financial services, banking or financial technology.
• Experience within a global custodian, Tier 1 institutional bank or tech/vendor servicing these environments.
• Strong BA fundamentals: requirements gathering, process analysis, technical documentation.
• Excellent communication and stakeholder management skills; ability to lead workshops with senior stakeholders.
• Experience across SDLC and both Agile and Waterfall environments.
• Exposure to tax reporting, custody operations or financial reporting.

Responsibilities

• Gather requirements, understand business objectives and identify improvements with clients and internal stakeholders.
• Lead client meetings and workshops, present solutions and manage stakeholder expectations.
• Translate business requirements into functional and technical documentation.
• Work with developers, architects and product teams through the delivery lifecycle.
• Support solution design, development, testing, implementation and client acceptance.
• Facilitate UAT, product demonstrations and client training.
• Prepare implementation documentation and training materials.
• Support new client onboarding and ongoing platform development.
• Identify opportunities to streamline workflows and improve the client experience.

Skills

5+ years BA experience

Client-facing

Stakeholder management

Requirements gathering

Process analysis

SDLC

Agile & Waterfall

Analytical thinking

Presentation skills

Autonomous working

Tools

Jira

Confluence

Job description

Senior Business Analyst - Custodian / Institutional Banking

Senior Business Analyst - Custodian / Institutional Banking

$165K + super + discretionary bonus
Sydney CBD / Hybrid
Permanent Position

This role requires a confident, client-facing Senior Business Analyst with experience within a global custodian, Tier 1 institutional bank or a technology/vendor organisation servicing these environments.

Candidates from retail banking may also be considered if they have strong consulting, transformation or project experience and can demonstrate transferable skills.

Tax experience is desirable but not essential. The above industry experience, BA capability and stakeholder management skills are the priorities.

About the Role

We are partnering with a leading financial technology organisation delivering a first-of-its-kind digital tax reporting solution to the Australian financial services market.

The platform supports custodians, tax advisers, investment trusts and superannuation funds, transforming how complex financial data is managed and reported.

Due to increased project demand and new client onboarding, the team is expanding its Business Analysis capability.

As a Senior Business Analyst, you will work closely with clients, business stakeholders and technology teams to translate complex requirements into practical solutions. This is a highly client-facing role, requiring confidence in leading meetings, facilitating workshops, challenging constructively and managing senior stakeholders.

You will join an active project progressing through design, build, UAT, demonstrations and training, while also supporting new client onboarding and ongoing platform development.

What You Will Be Doing

• Gather requirements, understand business objectives and identify improvement opportunities with clients and internal stakeholders.
• Lead client meetings and workshops, present solutions and manage stakeholder expectations.
• Translate business requirements into clear functional and technical documentation.
• Work with developers, architects and product teams throughout the delivery lifecycle.
• Support solution design, development, testing, implementation and client acceptance.
• Facilitate UAT, product demonstrations and client training.
• Prepare implementation documentation, training guides and supporting materials.
• Support new client onboarding, including business processes, requirements and integration needs.
• Identify opportunities to streamline workflows and improve the client experience.

Essential Skills and Experience

• Minimum 5 years' Business Analysis experience within financial services, banking or financial technology.
• Experience within a global custodian, Tier 1 institutional bank or technology/vendor organisation servicing these environments.
• Strong BA fundamentals, including requirements gathering, process analysis and technical documentation.
• Excellent communication and stakeholder management skills, with the confidence to lead workshops and present to senior stakeholders.
• Ability to challenge constructively, influence outcomes and manage competing stakeholder expectations.
• Experience across the SDLC, including requirements, design, development, testing and implementation.
• Strong analytical and problem-solving capabilities.
• Experience working across Agile and Waterfall environments.
• Proactive approach with the ability to work autonomously and take ownership.
• Exposure to tax reporting, income tax, fund tax, custody operations or financial reporting.
• Experience within superannuation, investment trusts, wealth management or asset servicing.
• Understanding of financial data, data models, APIs and integrations.
• Experience with digital tax reporting platforms or financial technology solutions.
• Familiarity with Jira and Confluence.
• Exposure to AI technologies, including AWS, Azure, AI agents, workflow automation and document processing.
• Experience using AI to analyse documentation, extract information and assist with business and technical documentation, with an understanding of human validation and quality control.
• Employee Assistance Program (EAP).
• Study Assistance Program.
• Paid parental leave.
• Option to swap public holidays for days of personal significance.