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Operations & Project Management

Senior Business Analyst

GBSTSydney🇦🇺Australia

Why this role stands out

This Senior Business Analyst role at GBST offers an exciting opportunity to drive innovation in wealth management technology, leveraging AI to shape the future of digital tax reporting. You'll thrive here if you're a proactive problem-solver eager to collaborate with leading financial organizations and grow your skills in a dynamic hybrid environment. Apply now to contribute to impactful projects and advance your career with a respected global leader.

Quick overview

SeniorityMid Senior
Work modeHybrid
LocationSydney, Australia
ScrumAgileConfluenceJiraStakeholder ManagementWaterfallPrompt Engineering

Job description

About us
At GBST, we’re inspiring wealth innovation for wealth management and advice organisations globally. Our commitment to excellence, track record of continued and successful delivery, hard work and product excellence has earned us the trust and partnership of many of the world’s leading financial services organisations. We’ve invested heavily in transforming our technology stack to bring a truly immersive and digital experience to the front and back-office.


Based in our headquarters Sydney, this Senior Business Analyst role will support TaxIntell, our leading digital tax reporting platform in the Australian financial services market. In this role, you will bridge the gap between business and technology teams, delivering innovative solutions for custodians, tax advisers, investment trusts, and superannuation funds. You will also shape the future direction of AI capabilities within the broader team by applying emerging AI technology and prompt engineering to explore options and improve design quality across processes and documentation.


What u will do

  • Professionally engage with clients (internal and external) to identify and accurately document business objectives and requirements.

  • Write BA deliverables and ensure requirements map back to business objectives. This covers the entire project lifecycle, from discovery through to the client’s acceptance into production.

  • Collaborate with the Project or Scrum team (Developers, Testers, Implementation, Documentation and Training) to ensure accurate mapping to business requirements. Ensure test coverage, implementation, documentation, release notes and training requirements are met.

  • Provide client support during User Acceptance Testing (UAT) to ensure solutions meet acceptance criteria.

  • Write business design specifications that clearly document the desired outcomes of development, including client integration and non-functional requirements. Deliver designs on schedule, within budget, and secure approval from internal Product Boards and client stakeholders.

  • Assist the Product Owner in planning the overall release strategy, ensuring the delivery of MVP functionality and broader roadmap initiatives within agreed timeframes.

  • Prepare materials and provide training and ongoing support to end-users following implementation.

  • Conduct demonstrations of Tax products, completed enhancements and solution capabilities for internal stakeholders, prospective clients and existing clients, supporting product adoption, client engagement and pre-sales activities.

  • Act as a subject matter expert during workshops, requirements sessions and solution discussions, helping clients understand product capabilities and industry best practices.


You'll be someone with

As an experienced Senior Business Analyst, you'll confidently influence outcomes for our clients while collaborating closely with internal teams across Australia and Vietnam. Given the nature of our product, you'll bring strong domain knowledge across Australian investment management, wealth management, superannuation and tax reporting. Ideally, you will also have experience applying AI methodologies and prompt engineering techniques within your current ways of working. Other key experience and attributes include:

  • Tertiary qualifications and/or at least 8 years' experience in the IT or Financial Services industry as a Business Analyst.

  • Detailed knowledge of the Australian investment management and superannuation industries, including operating models, product structures, regulatory obligations and reporting requirements.

  • Strong understanding of Australian tax concepts and tax reporting requirements relevant to managed funds, investment trusts, custodial services and superannuation funds. Tax experience will be highly regarded.

  • Experience working for, or delivering solutions to, Tier 1 global institutional banks, custodians, asset managers or wealth management organisations will be highly regarded.

  • Experience participating in the Software Development Lifecycle (SDLC) within complex financial services or fintech environments.

  • Ability to communicate ideas, solutions and complex business concepts clearly and concisely to both technical and non-technical audiences.

  • Strong logical, analytical and problem-solving skills.

  • Experience using Jira and Confluence, with the ability to operate effectively in both Agile and Waterfall delivery environments.

  • Strong stakeholder management, facilitation and presentation skills, including the ability to conduct solution demonstrations and workshops with senior client stakeholders

GBST & U benefits (AU)

  • 2 days flexible/hybrid working arrangement

  • Instant savings and discounts on major retailers across the country

  • Employee Assistance Program (EAP)

  • Study Assistance Program

  • Additional GBST & U day off every year

  • Paid parental leave

  • Swapping public holidays with a day of significance for you

  • Annual Flu Vaccination

  • Novated car leasing

  • Discounted private health insurance

  • LinkedIn Learning

If you’re looking for a role where you can be a part of exciting innovation, we want to hear from you! Apply now or GBST – Connect if you would like to hear more about our career opportunities in the future

We are currently managing recruitment internally and do not require support from external agencies.

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