HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.
At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.
HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)
THE HUB24 STORY
We think creatively and we’re not constrained by traditional thinking or barriers to success. We’re led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.
Benefits and Life at HUB24
Learn more about our employee benefits HERE.
Job Summary:
At HUB24, we're transforming the way financial advice is delivered through innovative technology and market-leading wealth management solutions. As a Senior Business Analyst, you will play a critical role in shaping and delivering high-quality portfolio administration, investment reporting, analytics, and adviser solutions that create exceptional client experiences.
Working closely with Product Managers, Product Owners, Architects, Developers, Testers, and business stakeholders, you will translate business needs into scalable and effective technology solutions. Leveraging your expertise in financial services, portfolio analysis, and Agile delivery, you will lead requirements gathering, solution design, backlog refinement, and delivery support while ensuring solutions align with business objectives and customer outcomes.
This role is ideal for an experienced Business Analyst who combines strong domain knowledge with analytical thinking, stakeholder management, and a passion for continuous improvement, innovation, and AI-enabled ways of working.
Responsibilities:
- 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.
Requirements:
- 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.
- 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.
The Recruitment Process
Acknowledgement email once your application has been submitted.
Our Talent team will start reviewing your application. If unsuccessful, you will be notified.
If your application progresses to the next stage, our Talent team will be in touch to discuss your alignment with the role.
If you’re a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role.
Should you require any accommodations to the recruitment process, please email [email protected], and one of our team will contact you.
Interviews can happen virtually or face-to-face with the hiring manager or other members of the broader team. Depending on the role, there may be more than two interviews.
Communication of outcomes to successful and unsuccessful candidates and feedback provided.
*As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.
2024 Circle Back Initiative Employer – we commit to respond to every applicant.
Endorsed by WORK180 , we are proud to be recognised as an employer of choice for women.
We have been nominated and placed on the BOSS Best Places to work list.
Seek Star Awards 2024 - Nominated as a finalist for the Best Employer Brand Initiative
HUB24 is an equal opportunity employer. We are committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people with disabilities, people from culturally and linguistically diverse communities, and people of all gender identities and sexual orientations. If you require adjustments to the recruitment process or have accessibility requirements, please let us know – we’re here to support you
