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$140,000.00/yr - A$160,000.00/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

Solid 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

Strong 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 (Port Phillip City)
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📍 Port Phillip City