Senior Product Analyst

Description

The company provides independent investment research and software for financial advisers and individual investors.

This role sits in the investment management business (MIM). You will link business and technology groups and turn complex MIM requirements into scalable solutions that improve products and operating models.

Success is measured by better business outcomes, higher technology adoption, a stronger client experience and reliable delivery of scalable investment management capabilities.

The role is expected to grow into wider product ownership as MIM builds out its Australian technology capability.

You will work with Australian teams in investments, operations, product, sales and distribution, risk and compliance, as well as product owners and technology leads in India and North America. The path leads toward senior product leadership.

You will work at both strategic and tactical levels, from small process fixes to large transformation programs.

The role is based in Sydney and reports to the Product Owner of the MIM technology squad.

Responsibilities

• Work with business leaders to turn strategic priorities into technology roadmaps, promoting product thinking and continuous improvement.
• Keep the backlog and roadmap current, ranking work by strategic value, client outcomes, regulatory obligations and efficiency.
• Set success measures, track adoption and results after launch, and use the data to shape later roadmap priorities.
• Present recommendations and progress updates to senior stakeholders and governance committees.
• Run product discovery through stakeholder interviews, process analysis and hypothesis testing to find and rank opportunities.

Requirements

• Frame business problems and target-state operating models, then build business cases and implementation plans.
• Turn business needs into user stories, process maps, data flows and functional specifications.
• Lead testing, business readiness, implementation and post-implementation reviews, confirming solutions meet investment governance, compliance and operational control requirements.
• Set up and maintain Agile routines, including sprint planning, refinement, stand-ups, showcases, retrospectives and cross-squad checkpoints, across a geographically distributed squad model.
• Identify, rank and lead the adoption of AI, workflow and data capabilities that improve client experience, operational efficiency and investment decision support.
• Facilitate workshops and act as the main link between Sydney stakeholders, technology teams, vendors and offshore delivery teams, keeping everyone aligned across time zones.
• Build working relationships across local and offshore teams, including product owners, business analysts, technology leads and regional stakeholders, to align priorities, manage dependencies and reuse or scale solutions.
• Lead backlog prioritisation and sprint planning across multiple time zones, and run regular knowledge-sharing forums with MIM product, technology and PMO teams.
• At least 5 years in business analysis, product analysis, product ownership, consulting or technology delivery within wealth, funds, asset or investment management, superannuation or platforms.
• A solid grasp of the investment lifecycle: product governance, portfolio construction, custody and administration, performance and attribution, tax and distributions, client reporting and regulatory obligations.
• Experience managing or influencing a product backlog while balancing competing stakeholder priorities.
• Proven ability to weigh business value, client outcomes, operational efficiency, technical debt and delivery effort when making trade-off decisions.
• A track record of delivering transformation initiatives of varying scale using Agile, Scrum or hybrid methods.
• Experience using data analysis, business metrics or client insights to identify opportunities and set technology priorities.
• Proven ability to influence senior stakeholders and lead initiatives without direct authority.
• Strong written and verbal stakeholder management and communication skills.
• Experience working with offshore or geographically distributed technology teams.
• Must be an Australian or New Zealand citizen or permanent resident.
• Experience with managed funds, managed accounts, OCIO solutions or investment platforms.
• Experience working with custodians, fund administrators and transfer agents.
• Experience with financial services software, including portfolio management, investment data and reporting systems.
• An understanding of financial advice processes and how technology can support advisers in their practice.
• Experience with product management tools such as JIRA, Confluence or Asana, and business tools such as Tableau or Salesforce.
• Exposure to API-driven platforms, workflow automation tools, AI-enabled solutions and modern cloud-based architectures.
• Certifications such as CBAP, CSPO, PSPO, SAFe Product Owner, CFA Investment Foundations, CFA Program, IMC or similar.
• Knowledge of Australian investment, superannuation and managed fund regulations.

Conditions

Hybrid working: in most locations this means four days in the office each week, with the role based in Sydney.

The company values differing perspectives and welcomes applicants regardless of background.

The legal employer is the company's Australasian entity.

Benefits

• A range of other benefits is available to add flexibility as needs change.
• Tools and resources are provided so you can engage with global colleagues from wherever you work.