Business Analyst - Fixed Term

Qjumpers; Bay of Plenty; On-site; NZD 95,000 - 130,000; Full time

Job summary

Craigs Investment Partners is seeking an experienced Business Analyst to support CIP’s Digital Business roadmap. Based in Tauranga or Auckland, you will drive stakeholder engagement, design solutions, and lead process design for transformation initiatives in wealth management and investments.

You will work in cross-functional teams, embrace agile ways of working, and ensure successful change delivery with clear impact analysis and vendor collaboration.

Qualifications

• Five+ years in cross-functional delivery teams within transformation programmes or system replacement.
• Strong domain knowledge of Financial Services, ideally wealth management/investment operations.
• Analytical mindset with problem-solving abilities to tackle complex challenges.
• Excellent communication and interpersonal skills to engage stakeholders at all levels.
• Knowledge of agile methodologies, tools and ways of working is highly regarded.

Responsibilities

• Engage with stakeholders to understand customer and business needs and gather cases and requirements.
• Assist with high-level solution design.
• Lead business process design aligned to target operation model and project principles.
• Prepare use cases, detailed requirements, process flows, specifications and test scenarios.
• Ensure technology solutions meet CIP requirements.
• Structure complex problems and present options and recommendations to stakeholders.
• Facilitate review of artifacts and vendor updates.
• Assist with design and delivery of internal applications and external integrations.
• Support change implementation by clarifying impacts and processes.

Skills

Stakeholder engagement

Requirements gathering

Process design

Test scenario development

Agile methodologies

Education

IIBA CCBA or CBAP

Tools

JIRA

Confluence

Lucid

Job description

As part of our Digital Business roadmap, we are enhancing and implementing systems to support CIP strategic plans. We have an opportunity for an experienced Business Analyst (with Financial Services experience) to join our Digital Business team; this is a 10-month fixed term role based in Tauranga or Auckland.

As a Business Analyst, you will play a pivotal role in facilitating the successful execution of organisational change initiatives. Reporting to the Lead Business Analyst, your focus will be to:

• Engage with stakeholders to understand customer and business needs and gather cases and requirements
• Assist with high level solution design
• Lead business process design aligning to the target operation model and project design principles
• Prepare use cases, detailed requirements, process flows, specifications and test scenarios
• Ensure technology solutions are configured to meet CIP requirements
• Structure complex problems, analyse impacts, and present clear options and recommendations to stakeholders.
• Facilitate review of artifacts and updates provided by vendors
• Assist with design and delivery of internal application and external party integrations
• Support the successful implementation of change by ensuring stakeholders understand impacts, processes, and solutions
• Continuously measure outcomes against plans and make necessary improvements

About you

You will join our Digital Business team which is responsible for driving change and strengthening CIP’s project delivery capabilities. Ideally, you will have at least five years’ experience working in cross-functional delivery teams as part of transformation programmes or system replacement. You will have good domain knowledge of Financial Services organisation, preferably in wealth management and investment operations. You will have an analytical mindset and problem-solving abilities to address complex challenges, with excellent communication and interpersonal skills, and the ability to engage with stakeholders at all levels. Good understanding of agile methodologies, tools, and ways of working will also be highly regarded. Applicants must have a positive proactive attitude, be self driven and be a team player.

Given the nature of the business and project, the following experience or domain knowledge would be highly advantageous:

• Business analysis qualification, such as IIBA CCBA or CBAP
• Understanding in Private Wealth Advice Lifecycle including Equity, Fixed Income, Funds, Private Equity and Cash instruments
• Understanding of Banking, Payments & Reconciliations processes and tools
• Understanding of New Zealand tax withholding, payment and reporting
• Experience in Business Analyst tools including JIRA, Confluence and Lucid

About the Company

Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With over 20 offices located throughout the country and over 600 employees, Craigs offers solutions and advice to both private investors, as well as corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

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Business Analyst - Fixed Term • Tauranga - Bay of Plenty