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LGT Wealth Management

Senior Business Analyst

Banking & Financial Services / Analysis & Reporting

Posted 13/03/2026
Closes 12/04/2026

Melbourne, 3000, Victoria

Full time

Not specified

• You will be responsible for some Product Owner activities including backlog grooming and prioritisation, solution development and stakeholder engagement.

• Play a critical role in continuously improving the Delivery framework.

• In your role as Senior Business Analyst, accountable for gathering of business requirements, writing User Stories and Acceptance Criteria, working with stakeholders and developers to achieve a quality release for all platforms.

• You will support the developers and testers through the sprint cycle to achieve sprint goals and deliver value to the stakeholders.

• Ensure effective change management of process changes when deploying change initiatives.

• Provide expert guidance, mentorship and technical knowledge to develop capabilities of business analysts, supporting growth and development.


Benefits

LGT Crestone is committed to the ongoing development of their employees along with ensuring all accreditations are kept up to date. Your development will be managed and tailored to your role and future career path.


Task & responsibilities

• Partner with stakeholders to clarify requirements, prioritise initiatives, and resolve issues across multiple streams.

• Manage backlog hygiene, prioritisation, and sprint readiness using JIRA.

• Engage stakeholders to understand their requirements for prioritised initiatives, enhancements or the resolution of issues.

• Gather, document, and breakdown requirements into appropriately sized sprint ready user stories with clear acceptance criteria.

• Create user stories and walkthrough these with business and technology teams.

• Get involved during the definition and design phases, contributing to overall solution design.

• Complete the sizing of stories with development and testing teams.

• Act as the day-to-day interface between development team, testers and business stakeholders during execution phase.

• Help the test team define test plans and test cases for all functionalities to be developed, covering both application and broader business process testing.

• Track test cases back to associated design and User stories.

• Prepare business and other stakeholder communications.

• Deliver demos and training to business users and other stakeholders.

• Provide support to the business in their creation of business procedures documentation.

• Identify and help make process improvements to the LGT Wealth Management project ways of working.

• Additional responsibilities may include the participation in new business case or lean canvas development.


Qualification & experience

• Minimum 5+ years as a Business Analyst working in Wealth Management or Financial Services Organisations.

• Proven ability to work within a team structure with an accountability to motivate others to achieve excellence.

• Experience working with financial technology platforms (ideally Avaloq).

• Knowledge of wealth management products and services a plus (e.g., portfolio management, CRM, trading, settlement, payments, reconciliations, corporate actions, credit products).

• Experience completing process mapping and developing user stories.

• Knowledge of SDLC and change methodologies a plus.

• Experience working in an Agile delivery framework.

• Working knowledge of JIRA and Confluence.

• Advanced Excel skills.

Applications open to:

About Company

At LGT Crestone, our mission is to deliver the best private wealth advice to high net worth and ultra-high net worth families, family offices, and purpose-driven organisations, with a focus on long term results that span generations.


Since inception, Crestone has established itself as a leader in the Australian private wealth sector. Now part of the LGT Group, the world’s largest family-owned wealth and asset management organisation, we are big enough to leverage global expertise, stability, and extensive resources, yet small enough to cultivate deep, trusted relationships.


Together, LGT and Crestone offer exceptional global perspectives, a broader range of investment opportunities, and fresh insights into private markets, sustainable investing, and intergenerational wealth. With our shared commitment to entrepreneurial spirit, long-term approach, and private-ownership model, we are dedicated to supporting our clients by providing advice and deep expertise they need for generations to come.


No matter your role, your drive, talent, ideas, and vision allow us to support people in achieving financial success.

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Senior Business AnalystMelbourne - InnerVictoriaFull timeLGT Wealth ManagementBanking & Financial ServicesAnalysis & Reporting