Analyst

2 weeks ago


Brisbane, Queensland, Australia Perpetual Full time
  • More time off for the things that matter - Up to 6 weeks' leave
  • Competitive salary package | Flexible working | Modern CBD offices.
  • Be challenged and supported to grow

Perpetual Private wealth management business consists of three distinct brands in addition to Perpetual Private – Fordham, Jacaranda financial planning and Priority Life – offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations and Indigenous communities throughout Australia.

As a Business Improvement Analyst within Perpetual Private the role is focused on supporting and undertaking business improvement initiatives in order to improve client experience and achieve operational excellence.

About the role

  • Apply process improvement methodology to identify continuous improvement opportunities to improve practices and outcomes
  • Facilitate workshops with Subject Matter Experts, identify pain points and recommend solutions together with defining implementation approaches
  • Gather and analyse data as required to form insights
  • Support the implementation of process changes
  • Document processes following the process change
  • Train staff on process documentation, process management and systems

About you

  • Tertiary qualifications or equivalent industry experience
  • Certificate qualification in project/process improvement methodology preferable (e.g. PMP/PRINCE/Lean/Six Sigma)
  • Minimum of 2 years' financial services experience
  • Investment or financial services experience/knowledge
  • Minimum of 1-2 years' experience in business improvement, project management and/or business analysis
  • Excellent analytical, problem-solving and stakeholder management skills
  • Excellent verbal and written communication skills

Behaviours

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.

Employee benefits

  • Work from anywhere in Australia for up to one month each year
  • An annual allowance to empower you to prioritise your personal wellbeing
  • Access to LinkedIn learning, study support and commitment to supporting professional development
  • Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks' secondment with Jawun

Diversity and inclusion

  • WGEA Employer of Choice for gender equality since 2018
  • Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
  • A growing number of employee-led networks who work to raise awareness and drive continued change
  • We support over 50 Indigenous communities through Native Title Trusts, helping to secure the communities future. We encourage applications from Aboriginal and Torres Strait Islander People.

We are committed to creating an inclusive workplace where diversity is celebrated and welcome applications from people from all backgrounds and communities. Our goal is to provide a work environment that enables you to thrive, whatever your circumstances.


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