Job Description
This range is provided by Project Pathway.
Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
A$140,******/yr - A$160,******/yr
Direct message the job poster from Project Pathway
Founder, Project Pathway | Recruiting Project Delivery & Transformation Professionals
Company Background
Join a leading wealth and investment organisation going through an exciting period of technology uplift and platform enhancement.
You'll be part of a collaborative delivery environment focused on modernising systems, improving adviser and client experiences, and strengthening core operational processes across the business.
About The Role
As a Business Analyst, you'll support a broad range of initiatives spanning digital uplift, regulatory change, payments workflows, and process optimisation.
You'll gather requirements, map current and future state processes, and work closely with stakeholders to ensure solutions are well understood, scalable, and aligned to the organisation's strategic goals within the wealth domain.
This role will be a 12 month FTC with a strong chance of permanent conversion
Key Responsibilities
Engage business, product, and technology stakeholders to understand needs and translate them into clear functional and non-functional requirements
Map existing processes across wealth, payments, and operational workflows, identifying gaps, risks, and improvement opportunities
Document user stories, use cases, acceptance criteria, and process artefacts to support delivery
Collaborate with engineering, product, and platform teams to validate designs, clarify requirements,



and ensure alignment with architecture and compliance obligations
Support system testing, defect triage, and user acceptance testing
Contribute to change impact assessments, training material, and implementation activities
Assist in uplift initiatives across data, reporting, digital forms, payments processing, and adviser/client experience
About You
Experience as a Business Analyst within wealth management, investment platforms, private wealth, or financial services
Strong understanding of wealth products, operational processes, and adviser-facing workflows
Exposure to payments, reconciliations, transaction processing, or cash management highly regarded
Skilled in process mapping, requirements gathering, and translating complex needs into structured documentation
Comfortable working across digital, data, regulatory, and system enhancement projects
Solid communicator able to build relationships and collaborate across technical and non-technical teams
Detail-oriented, proactive, and confident working in a fast-paced delivery environment
Company Culture
You'll join a supportive, delivery-focused environment that values collaboration, integrity, and continuous improvement.
The team encourages open communication, practical problem-solving, and a commitment to improving the experience for advisers and clients.
The role can be based out of either Sydney or Melbourne requiring 3 days per week in their CBD offices.
Seniority level
Mid-Senior level
Employment type
Contract
Job function
Analyst
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📌 Business Analyst (Victoria)
🏢 Project Pathway
📍 Victoria