Business Analyst - Melbourne
Posted Updated
Summary
Business Analyst at a wealth and investment organisation undergoing technology uplift, supporting projects across wealth platforms, payments, regulatory change, and process optimisation. Day to day: gathering requirements, mapping processes, and supporting testing and implementation in a hybrid Melbourne/Sydney CBD setup.
Salary: Competitive
Company BackgroundJoin a leading wealth and investment organisation going through an exciting period of technology uplift and platform enhancement. You’ll be part of a collaborative delivery environment focused on modernising systems, improving adviser and client experiences, and strengthening core operational processes across the business.
About The Role
As a Business Analyst, you’ll support a broad range of initiatives spanning digital uplift, regulatory change, payments workflows, and process optimisation. You’ll gather requirements, map current and future state processes, and work closely with stakeholders to ensure solutions are well understood, scalable, and aligned to the organisation’s strategic goals within the wealth domain.
Key Responsibilities
- Engage business, product, and technology stakeholders to understand needs and translate them into clear functional and non-functional requirements
- Map existing processes across wealth, payments, and operational workflows, identifying gaps, risks, and improvement opportunities
- Document user stories, use cases, acceptance criteria, and process artefacts to support delivery
- Collaborate with engineering, product, and platform teams to validate designs, clarify requirements, and ensure alignment with architecture and compliance obligations
- Support system testing, defect triage, and user acceptance testing
- Contribute to change impact assessments, training material, and implementation activities
- Assist in uplift initiatives across data, reporting, digital forms, payments processing, and adviser/client experience
- Experience as a Business Analyst within wealth management, investment platforms, private wealth, or financial services
- Strong understanding of wealth products, operational processes, and adviser-facing workflows
- Exposure to payments, reconciliations, transaction processing, or cash management highly regarded
- Skilled in process mapping, requirements gathering, and translating complex needs into structured documentation
- Comfortable working across digital, data, regulatory, and system enhancement projects
- Strong communicator able to build relationships and collaborate across technical and non-technical teams
- Detail-oriented, proactive, and confident working in a fast-paced delivery environment
Company Culture
You'll work within in a business that values ownership, practical problem solving and doing right by its partners. The role offers hybrid working with 3 days per week in the Sydney CBD office or Melbourne CBD office.
Interested?
Apply now or if you'd like more info then please reach out to Ella Morgan via ella@projectpathway.au
About Project Pathway
With over 10 years recruiting across the Australian Delivery, Product and Transformation market, Project Pathway was founded on a simple idea: recruitment isn't about placing the best talent in the best companies, it's about finding the right match for every organisation and every individual. That means taking the time to understand each client's culture and what each candidate actually wants from their next move, so businesses get people who stay and careers move in the right direction.