• Develop a deep understanding of HUB24’s portfolio administration, investment reporting, analytics, and wealth management solutions.
• Partner with Product Owners and Product Managers to understand business objectives, customer needs, and strategic priorities.
• Gather, analyse, document, validate, and manage functional and non-functional requirements for Epics, Features, and User Stories.
• Translate business requirements into detailed user stories and acceptance criteria that support successful delivery outcomes.
• Convert technical requirements from Architects and Technical Leads into actionable technical stories and delivery-ready specifications.
• Facilitate workshops and discussions with stakeholders, subject matter experts, developers, testers, and architects to define effective solutions.
• Support backlog management, prioritisation, and roadmap planning activities.
• Collaborate closely with development and testing teams to ensure solutions meet business requirements and customer expectations.
• Review test scenarios, support User Acceptance Testing (UAT), and participate in regression and production verification testing activities.
• Identify delivery risks, dependencies, and obstacles, proactively escalating issues where required.
• Validate data quality, business rules, calculations, reports, and user interfaces throughout the delivery lifecycle.
• Work with Operations and Client Support teams to investigate and resolve production issues and defects.
• Provide ongoing support for production systems, troubleshooting incidents and ensuring platform stability.
• Engage with clients and business stakeholders to gather feedback and incorporate insights into product improvements.
• Contribute to Agile ceremonies including Sprint Planning, Daily Stand-ups, Backlog Refinement, Reviews, and Retrospectives.
• Drive continuous improvement initiatives that increase delivery efficiency, quality, and business value.
• Leverage AI-enabled tools and practices to improve analysis, documentation, collaboration, and delivery outcomes.
• Identify opportunities to design, build, and test solutions that incorporate practical AI capabilities.
• Mentor and support junior Business Analysts, fostering knowledge sharing and professional development.
• Build strong relationships across business and technology teams to drive successful outcomes and stakeholder engagement.
• Ensure compliance with organisational governance, policies, and delivery standards.

• Minimum 5+ years’ experience as a Business Analyst, Senior Business Analyst, or similar role within financial services, fintech, wealth management, or a related industry.
• Strong knowledge of investment portfolio administration, portfolio analysis, performance reporting, and investment calculations.
• Demonstrated experience gathering, analysing, and documenting complex business and technical requirements.
• Experience developing user stories, acceptance criteria, process flows, and solution documentation.
• Strong understanding of Agile delivery methodologies including Scrum and SAFe.
• Experience working across cross-functional teams comprising Product, Architecture, Engineering, Testing, and Operations.
• Practical knowledge of business analysis frameworks, methodologies, and techniques, including BABOK.
• Strong stakeholder engagement and workshop facilitation skills.
• Exceptional analytical, problem-solving, and critical-thinking capabilities.
• Experience supporting User Acceptance Testing (UAT), production support, and defect management activities.
• Ability to translate complex technical concepts into business-friendly language and vice versa.
• Strong written and verbal communication skills with the ability to influence stakeholders at all levels.
• Experience working with backlog management and Agile planning tools.
• Comfortable using AI tools to improve productivity and delivery outcomes.
• Demonstrated ability to work autonomously while effectively managing competing priorities.

Preferred

• Experience within wealth management, superannuation, investments, adviser technology, or platform businesses.
• Exposure to portfolio accounting, performance calculations, and financial reporting solutions.
• Experience working within enterprise technology and product delivery environments.
• Tertiary qualifications in Business, Information Technology, Finance, Commerce, or a related discipline.