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Wealth Management Business Analyst

7 months ago

Sydney, Australia Anton Murray Consulting Full time

Sydney
Wealth Management
Contract or Temporary

A leading global financial institution is looking for intermediate and senior-level Business Analysts to join their Project Management Team within their Wealth Management division. The ideal candidate will have a number of years’ experience in project management and/or product development, adaptable to suit the needs and dynamic of the team as best as possible, and able to manage the project road map, from solution design to transformation.

This role will be hired on a 12-month contract paying a daily rate of $750-950 per day + super, with potential for this initial contract to be either extended or transitioned into a permanent role.

Though experience from all areas of financial services will be considered, our client is primarily seeking those that come from a funds management, especially wealth management, background.

Key Responsibilities:

Facilitate the development of strategic and tactical solutions with business partners to achieve business objectives

  • Manage the development of solutions for product area and align priorities and approach with the business objectives and desired outcome.
  • Facilitate problem definition, establish project scope, and define business needs with stakeholders and various other functional groups.
  • 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 timeline and path to execution. 
  • Track project and ensure all projects are delivered on-time, within scope and within budget. 
  • Preparation of project communication materials including but not limited to 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 majoring in business, finance, IT or related disciplines required.
  • 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). Experienced gained from Private Banking or Wealth Management is an advantage.
  • 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 practice, Design Thinking or User Centered Design is a plus.
  • Good communication and interpersonal skills