Research & Ratings - Senior Business Analyst

1 day ago

Sydney NSW, Australia Lonsec Full time $120,000 - $180,000 per year

We're looking for a strategic and tech-savvy Senior Business Analyst to lead AI-driven transformation across our investment platforms — a unique opportunity to shape the future of wealth management through innovation.

This is a contract role with an initial duration of 6 months, offered on a day rate basis, with the possibility of extension based on project needs.

About Lonsec

Lonsec is one of Australia's leading investment research and insights providers, trusted by financial advisers, fund managers, and super funds for our deep expertise, forward-thinking analysis, and powerful portfolio tools. Our mission is to drive smarter investment decisions and support the growth of the financial industry through cutting-edge research and actionable insights.

About The Role:

The Senior Business Analyst leads AI-driven transformation across Lonsec's wealth and investment platforms. Bridging strategy and technology, this role delivers smart, scalable solutions in collaboration with product, tech, and operations teams — driving innovation and competitive edge.

Responsibilities:

  • Lead end-to-end requirements gathering and solution design for AI and tech initiatives.
  • Translate business needs into clear functional specs, user stories, and acceptance criteria.
  • Collaborate on AI strategy, evaluating solutions and supporting implementation across platforms.
  • Analyse and optimise business processes using AI and automation to improve efficiency.
  • Build strong stakeholder relationships and communicate complex concepts clearly.
  • Perform data analysis to support decisions and ensure data quality and governance.
  • Coordinate testing activities, including UAT, and support change management.
    Mentor junior analysts and contribute to best practice frameworks across the business.

About You:

  • Tertiary qualification in Business, IT, Finance, Economics, or related field.
  • Business analysis certifications (e.g. CBAP, PMI-PBA) highly regarded.
  • 10+ years' BA experience, including 5+ in financial services.
  • Proven delivery of complex tech and AI projects in regulated environments.
  • Strong understanding of wealth platforms, banking systems, and investment tech.
  • Hands-on experience with AI/ML technologies and vendor evaluations.
  • Skilled in Agile practices, stakeholder management, and process modelling.
  • Proficient in data analysis tools (SQL, Power BI, Tableau) and BA platforms (Jira, Confluence).
  • Deep knowledge of financial services regulations and AI governance standards.
    Excellent communication, leadership, and mentoring capabilities.

What we offer

  • Ongoing flexible working arrangements
  • Family friendly work-life balance
  • Paid parental leave
  • Volunteer and Study leave
  • Genuinely open and supportive culture with an approachable executive team
  • Ongoing training and professional development
    Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)

Lonsec is an equal opportunity employer and are committed to creating an inclusive environment for all employees. We encourage applications from people belonging to groups underrepresented in Financial Services.

Working rights - You must hold current permanent and full-time working rights in Australia eg. Citizen or Permanent Resident

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