The Opportunity
We're partnering with a leading Australian superannuation fund seeking an experienced Change Analyst to support a significant investment transformation program focused on Exposure Management & Portfolio Rebalancing.
This is a hands-on role working closely with Investment, Operations, Technology and Change teams to understand existing investment processes, assess the impact of proposed changes and support the transition to a future-state operating model.
You'll play a key role in ensuring business teams are prepared for change, with a strong focus on process mapping, business impact assessments, stakeholder engagement, communications and training.
This opportunity would suit someone with a strong investment operations background who enjoys translating complex operational change into practical, clearly communicated outcomes.
Key Responsibilities
- Perform business impact assessments to identify how proposed changes will affect people, processes, systems, roles and responsibilities.
- Develop change management deliverables, including impact assessments, stakeholder engagement plans, communications and business readiness documentation.
- Work closely with Investment, Operations, Technology and project stakeholders to understand change requirements and identify dependencies.
- Prepare and deliver clear communications outlining upcoming changes, impacted teams, new processes and implementation timelines.
- Develop training materials, process guides and supporting documentation to help business teams adopt new ways of working.
- Facilitate workshops to validate current-state processes, agree future-state requirements and support stakeholder alignment.
- Prepare presentations and recommendations for senior stakeholders, supporting executive decision-making and approvals.
- Support business readiness activities, implementation planning and the transition to new investment operating processes.
- Identify operational risks, process gaps and opportunities for continuous improvement.
About You
- Strong experience within investment management, asset management, superannuation or investment operations is essential.
- Proven experience as a Change Analyst, Business Change Analyst, Process Analyst or Business Analyst supporting operational transformation.
- Demonstrated experience documenting as-is and to-be processes, including process mapping and future-state operating model design.
- Strong experience conducting business impact assessments across people, processes, systems and operational teams.
- Practical experience developing change communications, stakeholder engagement materials, training documentation and business readiness plans.
- Good understanding of investment operations, investment workflows and the interaction between Investment, Operations and Technology functions.
- Exposure to portfolio management, exposure management, investment platforms or rebalancing processes would be highly regarded.
- Confident facilitating workshops, engaging senior stakeholders and presenting recommendations.
- Strong analytical and problem-solving skills, with the ability to work independently and navigate ambiguity.
- A proactive, hands-on approach with the ability to build relationships, take ownership and drive change activities through to implementation.