Principal Business Analyst

2 days ago


Hawthorn East, Victoria, Australia Colonial First State Full time $90,000 - $120,000 per year

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

Your Team

This role is part of the Strategic Platform Development team for EDGE (the new flagship platform for CFS), a high-impact team with accountability for embedding the new technology platform powering the next generation Wrap Market Offer.

The Principal Business Analyst reports to Director, Strategic Platform Development. You are responsible for supporting key business applications, diagnosing and resolving issues, engaging with stakeholders, and implementing improvements that align with organisational goals. This position will have 5-10 direct reports.

Your Responsibilities

  • Facilitate workshops and brainstorming sessions
  • Support the creation of business cases by clearly articulating the scope and requirements.
  • Lead interactions with stakeholders to understand their needs, concerns and the environment that they operate in using appropriate tools / techniques
  • Design high-level solutions that align with business strategy, leveraging both technology and process enhancements
    Support testing activities such as defect analysis, provide support to change management & training and/or implementation teams to ensure the delivery of the overall business and technology solutions meet desired business outcomes.

Your Capability and Experience

  • Proven expertise in technology roles and financial services, bringing a wealth of knowledge and innovation to the table.
  • Extensive experience in the Wealth Management, working with WRAP Platforms
  • A track record of successful collaboration with cross-functional teams to deliver cutting-edge technology features across multiple platforms.
  • Exceptional analytical abilities, troubleshooting, and problem-solving skills that drive efficiency and excellence.
    A passion for continuous learning and staying ahead of the curve with the latest technologies and trends in financial platforms.

What to Expect

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

  • Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
  • Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
  • Access to 24/7 confidential support covering safety, medical and mental health services
  • Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event [JG1]
  • Exclusive discounts on retail, travel and entertainment
    Additional leave day to celebrate your birthday

CFS Culture

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.

Apply today and join us in helping Australians to achieve their financial freedom.

Please note, CFS requires all candidates to have full work rights in Australia.

Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate's employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.

This role is based on Wurundjeri land (Hawthorn East).


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