Wealth Management
Contract or Temporary

Our client is a wealth management financial planning business. The need for a Business Analyst has arisen out of a new development project for our clients Wrap business. The project is to assist with the amalgamation of platforms and implementation of a new platform for investors.
As part of our clients E-commerce team, you will be working alongside other BA’s in a small fast paced dynamic team.


  • Analysing and documenting business requirements to enhance systems
  • Conducting necessary handover of requirements to IT developers, test analysts and internal operations training managers
  • Conducting project analysis and information gathering sessions with business stakeholders
  • Taking ownership of assigned tasks and seeing them through to completion.
  • Composing detailed business requirements in liaison with the business, IT experts and other key stakeholders
  • Liaising with IT and the business throughout development and testing phases reporting progress of deliverables to the project managerRequirements 
  • Relevant experience within a Financial Services company (2 years+).
  • Experience and knowledge on WRAP/Share Trading/Investment Platform related products
  • Excellent oral and written communication skills
  • The ability to work with other team members, business stakeholders, end-users, developers, and senior managers
  • Knowledge of SDLC and the business analysis role within this lifecycle
  • Exposure to backend systems analysis
  • Familiarity with web analysis
  • Exposure to integration analysis
  • The ability to work with minimal supervision
  • An analytical approach to problem solving
  • Excellent prioritisation and organisational skills
  • The ability to effectively manage time
  • The ability to work in a methodical manner and accept accountability and ownership of tasks
  • The following characteristics: flexible, enthusiastic, a positive attitude, approachable and friendly, competent, professional, proactive
If you are interested in this position please email your resume in strictest confidence to, or click through the Apply Now function below. Feel free to reach our Sydney team on +61 2 8246 8900 to discuss this position in further detail.

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