Senior Business Analyst – Perpetual Digital

• More Time Off for What Matters: Enjoy up to 6 weeks of leave

• Flexible Work Environment: 3 days of remote work and 2 days of in-office collaboration

• Join Perpetual Corporate Trusts Innovation Company & one of Australia’s leading Institutional Fiduciary and Digital Solutions providers

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.  

Following the completion of a comprehensive Strategic Review in May 2024, it was announced that Perpetual Limited  will become a standalone Asset Management business and has entered   into an agreement with an affiliate of Kohlberg Kravis Roberts (KKR) who will acquire  the Corporate Trust and Wealth Management businesses.

The role will be joining the Perpetual Digital Team, reporting to the Delivery Manager. Perpetual Digital, Perpetual Corporate Trust’s innovation company, was founded just six years ago, with a bold strategic vision to take forward the history of Perpetual’s 138-year-old, trusted brand into the next phase of evolution. This meant leveraging PCT’s unparalleled experience and expertise as a trustee, custodian and data services company and transforming that capability into a leading Digital SaaS platform business.

Perpetual Digital’s suite of next generation software as a service (SaaS) applications and data analytics platforms not only underpin PCT’s long-standing critical role in the industry, but also enables PCT’s banking and financial services clients to deliver their own digital transformations to automate key finance, treasury, funding, credit, risk and investment processes.

About the Role

The ideal candidate will have a proven track record in driving digital product initiatives, with a focus on enhancing customer experiences and improving operational efficiency within the banking/financial services sector. You will work closely with cross-functional teams including product management, technology, operations, and business stakeholders to deliver innovative, data-driven solutions.

• Business Requirements Gathering: Work with business stakeholders, including product managers, senior leadership, and technical teams, to gather and document clear, comprehensive business requirements for new digital products or enhancements to existing products in financial services.

• Product Roadmap Support: Collaborate with product managers to define and prioritize features for digital products based on customer needs, market trends, and business goals. Translate these into detailed functional specifications.

• Process Analysis & Optimization: Analyse current business processes, workflows, and systems to identify inefficiencies and areas for improvement. Provide recommendations for process optimization and digital transformation initiatives.

• Stakeholder Management: Serve as a liaison between business stakeholders and technical teams, ensuring clear communication, alignment on goals, and proper understanding of requirements. Facilitate workshops, meetings, and presentations to gather feedback and ensure project alignment.

• Data-Driven Insights: Leverage data analysis and reporting to guide decision-making and assess the impact of new product features or improvements. Use KPIs, metrics, and user feedback to inform iterative product enhancements.

• Quality Assurance & UAT: Develop and execute test plans for User Acceptance Testing (UAT), ensuring new product features meet business requirements and quality standards before release.

• Risk Management & Compliance: Ensure that digital products and features adhere to relevant regulatory and compliance requirements, especially within financial services (e.g., GDPR, PSD2, PCI-DSS).

• Documentation & Reporting: Produce and maintain comprehensive documentation for product requirements, user stories, and use cases. Prepare regular progress reports for stakeholders.

• Market Research: Stay up-to-date on industry trends, emerging technologies, and customer preferences to help shape digital product development strategies.

About you

We’re looking for someone with:

• Bachelor's degree in Business Administration, Finance, Computer Science, or a related field. A certification such as CBAP (Certified Business Analysis Professional) or similar is a plus.

• Minimum 5-7 years of experience as a Business Analyst in digital product development, with a focus on financial services or fintech.

• Experience in the Securitisation, Banking, Debt Capital Markets, Funds Management or online financial platforms.

• Strong understanding of the financial services industry, including banking, Trust management or investment products. Familiarity with regulatory frameworks.

• Comfortable working with digital tools and platforms. Knowledge of Agile/Scrum methodology, as well as experience with tools like Jira, Confluence, or similar project management and collaboration tools.

• Knowledge of data analytics tools and techniques (e.g., SQL, Tableau, Power BI).

• Familiarity with UX/UI principles and customer-centric design.

How we work  

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients; the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

• Work from anywhere in Australia for up to one month each year.

• An annual allowance to empower you to prioritise your personal wellbeing.

• Access to LinkedIn learning, study support and commitment to supporting professional development.

• We have partnered with Jawun for over 10 years supporting regional Indigenous organisations.

Diversity and inclusion

• WGEA Employer of Choice for gender equality since 2018.

• Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.

• A growing number of employee-led networks who work to raise awareness and drive continued change.

• We support over 50 First Nations Communities, helping to secure the communities future.  We encourage applications from Aboriginal and Torres Strait Islander People.

We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.