Wealth Business Analyst

Macquarie Group; Sydney; Hybrid; AUD 110,000 - 160,000; Full time

Benefits offered by this job

Wellbeing leave

Parental leave

Volunteer leave

Employee Assistance Program

Hybrid/flexible work

Salary packaging options

Learning & development reimbursement

Job summary

Macquarie Group is seeking a Business Analyst to support the Wealth Management function by analyzing business and sales performance, delivering insights and reporting, and enabling strategic initiatives. You will collaborate with stakeholders across product, sales, finance and risk to ensure operational stability and improved productivity.

The role involves contributing to change initiatives, supporting Agile project delivery, and equipping leaders with the information they need to make informed

Qualifications

• Around 5 years’ experience as a Business Analyst in financial services.
• Wealth Management experience viewed favourably.
• Strong analytical and reporting skills to interpret data into clear insights.
• Excellent stakeholder management and communication across teams.
• Proactive, solutions-focused with experience supporting business improvement and Agile delivery.

Responsibilities

• Analyze business and sales performance data to identify insights.
• Develop meaningful insights and reporting for stakeholders.
• Support business-wide change initiatives and process improvements.
• Contribute to project delivery using Agile ways of working.
• Provide leaders with timely information to support informed decisions.

Skills

Business analysis

Wealth Management

Stakeholder management

Analytical reporting

Agile delivery

Communication

Job description

Our Business Management team plays a central role in supporting Macquarie’s Wealth division, helping to drive operational excellence, business performance, and strategic growth. Working within the Chief Operating Officer’s team, we collaborate closely with stakeholders across product, sales, finance, and risk to ensure the business operates effectively and delivers on its objectives. We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you’re empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

As a Business Analyst, you will work with stakeholders across our Wealth Management business to support operational stability, improve productivity, and contribute to strategic initiatives. You will analyse business and sales performance data, develop meaningful insights and reporting, and help identify opportunities to enhance processes and drive business performance. In this role, you will also support business-wide change initiatives, contribute to project delivery using Agile ways of working, and help ensure leaders have the information they need to make informed decisions.

What You Offer

• Around 5 years’ experience as a Business Analyst within financial services, with experience in Wealth Management viewed favourably
• Strong analytical and reporting skills, with the ability to interpret complex data and translate findings into clear, actionable business insights
• Excellent stakeholder management and communication skills, with the ability to build effective working relationships across a range of teams
• Strong organisational skills, high attention to detail, and the ability to manage multiple priorities and deadlines in a changing environment
• A proactive and solutions-focused approach, with experience supporting business improvement, operational change, and project delivery initiatives using Agile ways of working.

What We Offer

Benefits

• 1 wellbeing leave day per year
• Up to 5 additional service bonus leave days per year
• Up to 20 weeks’ paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks’ paid leave for non-primary caregivers
• 2 days of paid volunteer leave and donation matching
• Up to 12 months’ gender affirmation leave, including 6 weeks’ paid leave
• Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
• Access to a wide range of salary packaging options
• Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
• Hybrid and flexible working arrangements, dependent on role
• Reimbursement for work from home equipment

About Banking and Financial Services

Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that’s buying a home, growing a business or investing to manage wealth.

Inclusion at Macquarie

We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.

We provide reasonable adjustments to individuals who may need support during the recruitment process and employment. If you require an adjustment, please let us know during the application process.