Senior Business Analyst - Custodian/Tax Tech (Hybrid)

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

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.