Investments Analyst at PERIGON GROUP PTY LIMITED
Victoria, Victoria, Australia -
Full Time


Start Date

Immediate

Expiry Date

16 Dec, 26

Salary

7000000.0

Posted On

17 Sep, 26

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Yes

Skills

Industry

Financial Services & Insurance

Description

About the role:

  • Lead business analysis across complex investment and technology transformation initiatives.
  • Analyse and redesign end-to-end investment processes, from portfolio construction and implementation through trade execution and settlement.
  • Elicit and translate business needs into clear requirements, user stories and acceptance criteria.
  • Analyse investment product data and front-to-back data flows to support solution and process design.
  • Partner with portfolio management, trading, investment operations, technology, architecture, data and testing teams.
  • Influence senior stakeholders, challenge assumptions and provide evidence-based recommendations.
  • Maintain requirements traceability through design, development, testing, implementation and benefits realisation.
  • Support PMS and/or OMS implementations and enhancements, including testing, implementation and change activities.


Responsibilities

About the role:

  • Lead business analysis across complex investment and technology transformation initiatives.
  • Analyse and redesign end-to-end investment processes, from portfolio construction and implementation through trade execution and settlement.
  • Elicit and translate business needs into clear requirements, user stories and acceptance criteria.
  • Analyse investment product data and front-to-back data flows to support solution and process design.
  • Partner with portfolio management, trading, investment operations, technology, architecture, data and testing teams.
  • Influence senior stakeholders, challenge assumptions and provide evidence-based recommendations.
  • Maintain requirements traceability through design, development, testing, implementation and benefits realisation.
  • Support PMS and/or OMS implementations and enhancements, including testing, implementation and change activities.


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