Platinum Pacific Partners has been exclusively engaged to find a Business Analyst for an established, independent Australian wealth and asset manager with listed and unlisted funds.
This is a newly created, permanent role and the first dedicated to systems and platform change in the business.
As the business continues to grow, this role will be central to new product launches and the platforms behind them.About the RoleReporting to the head of the function, you'll be the link between the business, its technology team and external platform partners.
You'll lead systems and platform change across investment operations.
That covers the core operating systems, from order and portfolio management through to accounting and investor administration, along with the firm's requirements on the adviser and wealth platforms that carry its products.
Delivering the systems side of new products and initiatives will be a large part of the role.
Alongside it, you'll take ongoing ownership of the established systems, keeping them fit for purpose and delivering a pipeline of improvements.
You'll work with the operations, technology, investment, finance, legal, compliance and distribution teams, as well as external vendors and service providers, and you'll be trusted to run work from start to finish.What You'll Be DoingDelivering the systems and operational side of new products and initiatives, from requirements through to go-liveSupporting recent platform implementations and system onboardingIdentifying, prioritising and delivering enhancements across the core investment operations systems,



including upgrades and regulatory changeDefining the operational and platform requirements for product launches and fund events such as restructures, transitions and term changesCoordinating system vendors, service providers and distribution platforms to get changes deliveredAnalysing operational and platform data and working with the internal technology team on management reporting and dashboardsRunning the analysis throughout, from requirements workshops and process mapping to testing, UAT, business readiness and post-implementation reviewWhat We're Looking ForAt least five years' experience in business analysis, systems implementation or change within funds management or investment platformsHands‐on experience delivering system implementations or upgrades, ideally end to endStrong requirements and documentation skills, including business requirements, user stories, process maps and acceptance criteriaIntelligent and curious, with the initiative to drive work forward rather than wait for directionA team-oriented, detail‐oriented style and the credibility to work with stakeholders at all levels, internally and externallyKnowledge of managed funds, listed products, SMAs, MDAs or platform distribution, or experience in investment operations, fund administration, registry or wealth platforms, is highly regardedExcel, SQL or Power BI experience is a plus but not essentialA keen interest in AI and how it can improve operational processesWhat's on OfferA key role in the firm's product growth and how its platforms developA direct reporting line to the head of the function and easy access to senior leadershipAn entrepreneurial culture in a family-friendly, inclusive workplace with wellness programsHybrid working, with four days a week in the Sydney CBD office and one from home
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📌 Business Analyst | Investment Operations & Platforms | Sydney
🏢 Platinum Pacific Partners
📍 Sydney