Wealth Business Analyst

Macquarie Bank Limited; Sydney; Hybrid; AUD 100,000 - 130,000; Full time

Benefits offered by this job

Wellbeing leave day

Service bonus leave

Parental leave (up to 20 weeks)

Transition leave

Volunteer leave

Gender affirmation leave

Employee Assistance Program

Learning & development benefits

Hybrid working

Work-from-home equipment reimbursement

Job summary

Macquarie Bank Limited is seeking a Business Analyst within our Wealth division. You will work with stakeholders across Wealth Management to support operational stability, improve productivity, and contribute to strategic initiatives.

You will analyze business and sales performance data, develop meaningful insights, and help identify opportunities to enhance processes and drive performance. You will also support business-wide change initiatives, contribute to project delivery using Agile

Qualifications

• Approximately 5 years of experience as a Business Analyst in financial services.
• Strong ability to translate data into actionable business insights.
• Excellent stakeholder management and communication across teams.

Responsibilities

• Analyze business and sales performance data and develop meaningful insights and reporting.
• Identify opportunities to enhance processes and drive business performance.
• Support business-wide change initiatives and project delivery using Agile ways of working.

Skills

Stakeholder mgmt

Analytical skills

Reporting

Agile

Communication

Data interpretation

Wealth mgmt knowledge

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?

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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

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• 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.

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

What we offer

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At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:

• 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

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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

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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.