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Business Analyst - Wealth Transformation & Business Management


As part of our Wealth Strategy and the continued focus on becoming the leader in the intermediary and High Net Worth markets, we are looking for a highly motivated Business Analyst to join our Wealth Management Transformation & Business Management Team. 

In this role, you will collaborate closely with various stakeholders across our Wealth Management ecosystem to help enable and drive growth across our Private Bank and Intermediary Wealth Solutions business. With our rapidly growing business, you will need to be comfortable with a level of ambiguity, changing priorities and have a flexible and pragmatic approach to be successful. 

In this role you will develop skills in reporting, the ability to analyse complex data to generate meaningful insights, identify opportunities for continuous business improvement and drive our strong culture within the division. You will also have the opportunity to expand your knowledge in project and change management using Agile methodologies.  

Key responsibilities:

  • Support development of strategic insights to create business opportunities and impact key strategic objectives, including digitisation, EX, CX, risk, and sustainable growth
  • Continuous improvement of business reporting capabilities through timely, engaging and streamlined data driven insights
  • Assist with the preparation, coordination, and review of business reporting
  • Provide day to day support on ad hoc reporting queries from stakeholders and senior leaders
  • Send out weekly and monthly reports to ensure that senior leaders are informed on all key metrics that matter
  • Support engagement with stakeholders, including analytics, product, finance, CX and operations teams.

To be successful in this role, you will demonstrate strong planning skills, the ability to multitask and have excellent communication skills. You will display high attention to detail with a keen interest in analysing and reporting on data, and the ability to synthesise information to deliver impactful business insights which will drive business decisions and outcomes.  

This is a great opportunity for someone with: 

  • Interest in business reporting and insights  
  • Experience working within financial services, Wealth Management experience is preferred 
  • Willingness to learn and develop business analysis skills and being able to analyse and interpret complex data 
  • Excellent communication skills, centred on telling stories with data and insights 
  • Strong problem solving and innovative thinking skills

About Banking and Financial Services

Banking and Financial Services is Macquarie’s retail banking and financial services business, providing a diverse range of personal banking, wealth management, business banking and vehicle finance products and services to retail clients, advisers, brokers and business clients. 

Our commitment to Diversity, Equity and Inclusion 

The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you'll be encouraged to be yourself and supported to perform at your best. If our purpose of ‘empowering people to innovate and invest for a better future’ is as inspiring to you as it is to us, please apply. With the right technology, support and resources, our people can work in a range of flexible ways.

We are committed to providing a working environment that embraces and values diversity, equity and inclusion. We encourage candidates to speak with a member of our recruitment team if you require adjustments to our recruitment process to support you, and the type of working arrangements that would help you thrive.

About Macquarie

A career at Macquarie means you’ll have the opportunity to develop and utilise new skills, explore interesting fields and do challenging work that will impact the lives of people around the world—whether it’s accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we’re empowering people to innovate and invest for a better future.

Our size and international presence means your work can take you anywhere—across business groups, disciplines, sectors and borders. With 19,200+ employees and offices in 34 markets around the world, we’re a truly global organisation.

You’ll be supported by a diverse team where the unique perspectives, ideas and experiences that all of our people bring are valued. You’ll be empowered to address unmet needs in our communities whilst advising and investing alongside our clients and partners. Working with us, you’ll have the opportunity to make a difference.

Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.

Find out more at

Job no: BFS-964179
Work type: Permanent - Full time
Location: Sydney
Category: Mid-level, Junior, Data & Analytics, Private Banking & Wealth Management, Projects, Improvements & Change, Strategy & Change
Group: Banking and Financial Services
Division: Wealth Management
Recruiter: Sijia Dong
Opening Date: