Senior Business Analyst
Summary
Senior Business Analyst leading process mapping and requirements gathering across fund and wealth management operations, partnering with senior stakeholders to shape a large-scale transformation. Core work involves business analysis, functional specifications, Agile delivery, and process documentation for investment operations, fund administration, and reporting functions.
About the Company:
A well-established financial services organisation with a strong presence in wealth management. The business is focused on continuous improvement, innovation, and delivering high-quality outcomes for investors and advisers.
Why this role matters:
This Senior Business Analyst sits at the heart of a large-scale transformation. You'll lead process mapping and requirements gathering across complex fund and wealth management operations - working closely with stakeholders to document current-state processes, identify inefficiencies, and define clear, actionable requirements that shape how investment products are administered, reported, and delivered.
You'll work directly with senior stakeholders on initiatives with real, visible impact - translating business needs into requirements that improve accuracy, efficiency, and scalability across investment operations, reporting, and client outcomes.
What you'll lead & influence:
A well-established financial services organisation with a strong presence in wealth management. The business is focused on continuous improvement, innovation, and delivering high-quality outcomes for investors and advisers.
Why this role matters:
This Senior Business Analyst sits at the heart of a large-scale transformation. You'll lead process mapping and requirements gathering across complex fund and wealth management operations - working closely with stakeholders to document current-state processes, identify inefficiencies, and define clear, actionable requirements that shape how investment products are administered, reported, and delivered.
You'll work directly with senior stakeholders on initiatives with real, visible impact - translating business needs into requirements that improve accuracy, efficiency, and scalability across investment operations, reporting, and client outcomes.
What you'll lead & influence:
- Partner with investment operations, portfolio management, wealth management, and technology teams to gather and define business requirements.
- Analyse current processes and design future-state solutions across investment operations, fund administration, registry, and reporting functions.
- Support enhancements across unit pricing, fund administration, wealth platforms, and investor-facing solutions.
- Translate business needs into clear, structured functional specifications for delivery teams.
- Drive data integrity, operational efficiency, and reporting accuracy across systems and workflows.
- Engage and manage stakeholders to ensure alignment and successful delivery outcomes.
- Contribute to new product launches, platform improvements, and broader transformation initiatives.
- 5+ years' experience as a Business Analyst within financial services.
- Demonstrated experience working within financial services.
- Previous experience delivering change initiatives within funds and wealth management businesses is essential.
- Proven capability in requirements gathering, process mapping, business analysis, and documentation.
- Experience working in Agile and/or traditional delivery environments.
- Strong stakeholder engagement skills across both business and technical teams.
- Ability to bring clarity and structure to complex and evolving challenges.
- Excellent communication skills, both written and verbal.
- Opportunity to make a tangible impact in a complex and evolving funds management environment.
- Exposure to end-to-end fund operations, wealth platforms, and technology transformation initiatives.
- Collaborative team environment with strong stakeholder engagement and business visibility.
- Fast-paced, purpose-driven work with meaningful outcomes.
- Immediate contract opportunity with a preference for candidates available within 2 weeks, although the business is prepared to wait up to 4 weeks for the right person.