Wealth Management Business Analyst

1 month ago


Sydney, New South Wales, Australia Anton Murray Consulting Full time
Project Manager - Wealth Management

A leading global financial institution is seeking an experienced Project Manager to join their Project Management Team within their Wealth Management division. The ideal candidate will have a strong background in project management and/or product development, with a proven track record of delivering projects on time, within scope, and within budget.

This role will be hired on a 12-month contract, with potential for extension or transition into a permanent role. The successful candidate will have a strong understanding of Agile development practices and be able to communicate complex topics effectively at all levels of management.

Key Responsibilities:

  • Facilitate the development of strategic and tactical solutions with business partners to achieve business objectives.
  • Manage the development of solutions for product areas and align priorities and approach with business objectives and desired outcomes.
  • Perform business analysis, user story preparation, determine workflow, and give recommendations on process enhancements and system upgrades.
  • Manage and undertake end-to-end project tasks from feasibility study, requirement analysis/documentation, and UAT management (including UAT test script) to implementation support.
  • Evaluate project performance post-implementation and resolve any production issues together with stakeholders.

Project Planning and Management:

  • Responsible for mapping out project timelines and paths to execution.
  • Track project progress and ensure all projects are delivered on-time, within scope, and within budget.
  • Prepare project communication materials, including status updates and steering committee presentations.
  • Monitor all deliverables and dependencies.
  • Responsible for communication to all stakeholders on status and timeline.
  • Manage and reconcile conflicts on resource and expectations between stakeholders.

Desired Experience and Qualifications:

  • University degree with a major in business, finance, IT, or related disciplines.
  • Minimum 5 but ideally 7-10 years' experience in project management and/or product development, covering internal enterprise software solutions or client-facing applications (desktop or mobile).
  • Self-motivated with a solution-focused mindset and an ability to work well and deliver under pressure.
  • Good interpersonal and leadership skills with the ability to build relationships, influence, and manage stakeholders.
  • Ability to communicate complex topics effectively at all levels of management and across different business functions.
  • Experience in Agile development practices, Design Thinking, or User-Centered Design is a plus.


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