Senior Business Analyst - Investment

Senior Business Analyst - Investment (Middle Office) Day Rate: based on experience Location: Sydney Keywords: Charles River IMS, business transformation, investment management, stakeholder engagement, process improvement, project delivery, change management, client solutions, programme management, continuous improvement An exciting opportunity has arisen for a Senior Business Analyst to join a highly respected financial services organisation in Sydney, where you will play a pivotal role in the successful implementation of new client business within the investment platform. This position offers you the chance to work at the forefront of industry transformation, collaborating with senior stakeholders and cross-functional teams to deliver impactful solutions that drive operational excellence. You will be empowered to shape end-to-end processes, influence strategic decision-making, and contribute to large-scale programmes that are redefining investment management operations. With a focus on flexibility, professional growth, and a supportive team environment, this role is ideal for someone who thrives in complex settings and is passionate about delivering value through collaboration and innovation. * Be part of a high-profile team driving significant change across investment management operations, working closely with senior leaders and diverse project teams to deliver best-in-class solutions. * Enjoy flexible working opportunities and access to ongoing training and development initiatives designed to support your career progression and personal growth within a collaborative environment. * Contribute directly to the success of major transformation programmes by leveraging your expertise in process analysis, stakeholder engagement, and programme delivery while making a tangible impact on client outcomes. * Knowledge of front and middle office technology is an advantage. Charles River, Blackrock Aladdin, Thinkfolio, SimCorp Dimension, Markit EDM, Eagle Pace, etc.

What you'll do:

As a Senior Business Analyst based in Sydney, you will immerse yourself in the dynamic world of implementation projects. Your day-to-day responsibilities will see you engaging directly with clients to uncover their business drivers and operational needs before translating these into actionable plans for delivery. You will collaborate closely with both internal colleagues and external partners across multiple streams of work—facilitating workshops, documenting processes, managing risks, and ensuring that every aspect of the programme aligns with strategic objectives. Your ability to build strong relationships at all levels will be crucial as you guide teams through complex change initiatives. By championing best practices in governance and continuous improvement, you will help create an environment where everyone is focused on achieving outstanding results for clients while supporting one another’s professional development.

• Consult with clients to understand their strategic objectives, operating models, and unique challenges, ensuring tailored solutions are developed for each implementation.
• Provide subject matter expertise and industry insight during solution discussions, guiding both internal teams and client stakeholders towards effective outcomes.
• Lead comprehensive analysis across multiple workstreams, facilitating workshops and meetings to define business needs and identify innovative solutions.
• Document current and future state processes in detail, highlighting opportunities for improvement that align with organisational goals.
• Produce high-quality business documentation that supports clear communication of requirements and delivery outcomes throughout the project lifecycle.
• Liaise regularly with clients and internal stakeholders to ensure seamless project delivery, proactively addressing issues as they arise.
• Utilise project management tools such as Jira to track progress, manage dependencies, and report on key milestones against agreed timelines.
• Drive adherence to standard change control processes while maintaining risk, issue, and decision logs to ensure robust governance across all programme activities.
• Foster a high-performing culture within programme teams by promoting shared values, open communication, and a commitment to delivering exceptional client results.
• Champion continuous improvement initiatives aimed at reducing implementation timeframes, enhancing quality standards, and improving overall client experience.

What you bring:

To excel as a Senior Business Analyst in this setting, your background should reflect substantial experience navigating large-scale change initiatives within the financial services sector—particularly those involving investment management operations. Your proven track record demonstrates not only technical proficiency but also an empathetic approach to stakeholder engagement; you know how to listen actively, communicate transparently, and bring people together around shared goals. Your analytical acumen allows you to break down complex problems into manageable components while always keeping sight of broader organisational objectives. You thrive when working collaboratively—valuing input from others as much as your own expertise—and are committed to fostering an inclusive environment where everyone feels supported. Your familiarity with industry-leading platforms enhances your ability to contribute meaningfully from day one while your curiosity drives you continually seek better ways of working.

• Demonstrated experience supporting large-scale transformational programmes within financial services or investment management environments is essential for success in this role.
• A deep understanding of financial markets operations—including front office, middle office, back office functions—and investment servicing processes is required.
• Proven ability to analyse complex business processes, identify areas for improvement or innovation, and document detailed requirements clearly for technical and non-technical audiences alike.
• Outstanding interpersonal skills with a talent for building trust-based relationships across all levels of management—both internally within matrixed organisations and externally with clients.
• Exceptional written and verbal communication abilities that enable you to present ideas persuasively and facilitate productive discussions among diverse stakeholders.
• Experience using project management tools such as Jira for tracking progress, managing dependencies, and reporting on milestones is highly desirable.
• Familiarity with Agile software development methodologies as well as highly configurable systems used in investment management (e.g., Charles River, Blackrock Aladdin, Thinkfolio) would be advantageous.
• A strategic mindset combined with attention to detail ensures you can balance big-picture thinking with practical execution when delivering complex programmes.
• Ability to foster collaboration within multidisciplinary teams by encouraging knowledge sharing, mutual support, and collective problem-solving approaches.
• Commitment to continuous learning—staying abreast of industry trends while seeking out opportunities for personal growth through training or mentoring.

What sets this company apart:

This organisation stands out as a leader in global financial services by consistently investing in its people and technology. Employees benefit from a culture that prioritises collaboration over hierarchy—where every voice is valued regardless of title or tenure. The company’s commitment to professional development means you’ll have access to extensive training resources as well as opportunities for mentorship from some of the most knowledgeable professionals in the industry. Flexible working arrangements are embraced here; whether you prefer remote work or time spent onsite connecting with colleagues face-to-face, your wellbeing is always considered. The organisation’s dedication to diversity ensures that under-represented groups are encouraged to apply—and once onboarded—you’ll find yourself part of an inclusive network where everyone is empowered to succeed together. Above all else: this is a place where your contributions truly matter—not just for clients but also for your own career journey.

What's next:

If you are ready to take the next step in your career by joining a forward-thinking team dedicated to shaping the future of investment management operations—this could be the perfect opportunity for you!

Apply today by clicking on the link below; we look forward to receiving your application.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Vincent Chung on 02 8289 3131 for a confidential discussion.