CAREERS

About the role

As part of our Digital Business roadmap, we are enhancing and implementing systems to support CIP strategic plans. We have an opportunity for an experienced Business Analyst (with Financial Services experience) to join our Digital Business team; this is an 18-month fixed term role based in Tauranga.

As a Business Analyst, you will play a pivotal role in facilitating the successful execution of organisational change initiatives. Reporting to the Lead Business Analyst, your focus will be to: 

• Engage with stakeholders to understand customer and business needs and gather cases and requirements
• Assist with high level solution design
• Lead business process design aligning to the target operation model and project design principles
• Prepare use cases, detailed requirements, process flows, specifications and test scenarios
• Ensure technology solutions are configured to meet CIP requirements
• Facilitate review of artifacts and updates provided by vendors
• Assist with design and delivery of internal application and external party integrations
• Continuously measure outcomes against plans and make necessary improvements

About you

You will join our Digital Business team which is responsible for driving change and strengthening CIP’s project delivery capabilities. Ideally, you will have at least five years’ experience working in cross-functional delivery teams as part of transformation programmes or system replacement. You will have good domain knowledge of Financial Services organisation, preferably in wealth management and investment operations. You will have an analytical mindset and problem-solving abilities to address complex challenges, with excellent communication and interpersonal skills, and the ability to engage with stakeholders at all levels. Good understanding of agile methodologies, tools, and ways of working will also be highly regarded. Applicants must have a positive proactive attitude, be self driven and be a team player. 

Given the nature of the business and project, the following experience or domain knowledge would be highly advantageous:

• Business analysis qualification, such as IIBA CCBA or CBAP
• Understanding in Private Wealth Advice Lifecycle including Equity, Fixed Income, Funds, Private Equity and Cash instruments
• Experience in CRM, Portfolio Management, Order Management, Custody & Reporting Platforms
• Understanding of Banking, Payments & Reconciliations processes and tools
• Understanding of New Zealand tax withholding, payment and reporting
• Experience in Business Analyst tools including JIRA, Confluence and Lucid

About the Company

Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With over 20 offices located throughout the country and over 600 employees, Craigs offers solutions and advice to both private investors, as well as corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page – https://craigsip.com/careers

How to apply

If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.