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Senior Business Analyst, Wealth Products

Full Time
NSW, Sydney
Posted on 22.05.2017

About the company
A leading provider of integrated financial services; Australia's leading brand across the financial services industry.
About the role
As Senior Business Analyst, you will be working on a large project aligned to the attribution based tax system where you will be working with the project team to ensure successful project delivery in the Wealth Investment Product streams

  • Create Business Requirement Documents
  • Focus on Reporting across Investor Statements, online, ATO, custodian, investment and financial reporting and business operational reporting etc
  • Process Mapping including identifying Process Control points
  • Develop handover documents for business for process changes
  • Review Functional Specifications
  • Complete Requirements Traceability matrix
  • Review Master Test Plan to ensure adequate coverage of requirements
  • Legislative traceability
  • Work with Risk, Controls Transformation and Management Assurance to ensure all project artefacts
  • Engage with Stakeholders
  • Work with the Change Team
  • Strong background in a Senior Business Analyst role
  • Experience of working on large scale, complex, enterprise level projects
  • Previous experience in risk, regulatory or governance projects
  • Must have experience in Wealth Products
  • Demonstrated analytical skills
  • End to end Process and control mapping
  • Experience and exposure to tax for Funds management
  • Experienced in the analysis and documentation of process changes to Cost Base Adjustments, Unit pricing, Attribution and Distribution processes, year-end and production of tax statement processes.
  • Investment operations / administration experience from a funds management or custody background
  • Nice to have exposure to fund and tax accounting.
Benefits & culture
  • A strong commitment to diversity and inclusion
  • Be financially rewarded with first rate market rates, on the job training and career advancement
  • An advocate of work life balance to maintain meaningful daily achievement in work, life, family and self
Please apply via the online link below to Vanessa Knispel for consideration

How to Apply?

Click on the link below

Click here for more information about this job

Contact Details

Contact Name: Vanessa Knispel

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