Role Description - AustralianSuper

Position Description
Part A - Role Specification
Role Title:
Senior Business Analyst
Direct Investment Management
Investment Operations Platforms & Programs Team
Position Statement (succinct statement of why the position exists)
The Investment Operations Platforms & Programs Team is responsible for operationalising the Investment
Management Department strategic agenda. The Team develops and deploys new investment management
capabilities and improvement initiatives and ensures that existing investment management platform is
maintained and continuously improved.
The Investment Operations Platforms & Programs Project Team works closely with the Senior Investment
team from project and initiative “early stage initiation” through to “deployment” of new systems, processes and
capability into the Investment Department.
The Senior Business Analyst – Direct Investment Management will be responsible for co-ordinating design,
development and implementation of investment capabilities onto AustralianSuper’s Investment platform. The
role will define operating processes and systems across the existing Investment Platforms within
AustralianSuper’s Investment Operating Model. This will include, but not be limited to, engaging with internal
and external stakeholders, vendors and suppliers to ensure processes and systems are scalable, robust and
satisfy defined business requirements.
The Senior Business Analyst – Direct Investment Management will work collaboratively alongside the Manager
Direct Investment Platforms and the Manager – Continuous Improvement to assist with on-boarding new
Investment capabilities and platforms that support the (multi asset class) direct investment aspirations of
Key Duties (what is done, how it is achieved and what the end result is)
Responsible for driving the implementation of new investment management capabilities across
AustralianSuper’s core asset classes - Equities, Fixed Income, Infrastructure and Property.
Define and capture product requirements for direct investment capabilities:
 Investment processes – including opportunity identification, analysis, assessment and execution
 Market access – path or origination and investment
 Process Design / Development / Implementation activities to enhance the Direct Investment Platform
Lead the initiation and approval process for new investment capabilities through defining the Conceptual
Solution Design (Investment Processes, Operational Design / Platform, Target Operating Model)
Identify the tools required to enable direct investment capabilities (e.g. systems, data providers, origination
partners, execution methods etc.)
Partner with the Direct Investment Management Platform team to define the Technical Design /
Development / Implementation activities to enable the Direct Investment Platform
 Change Management & Integration of the Direct Investment Platform across Asset Classes
Responsible for the process of defining and documenting business requirements for key Investment
Management capabilities. Requirements will cover both the relevant Portfolio Management team and
broader Fund requirements and considerations
Support the process of selecting & managing key service providers:
(JP Morgan / Eze Software Group (Order Management System) / FactSet / Bloomberg etc):
Identification based on comprehensive market / industry scans and capability assessments
Service Level Agreement definition and contractual negotiation
Ongoing performance management / monitoring
Support the development of business cases and project plans for the implementation of new or modified
capability within the Investment Department and more specifically on the Direct Investment Platform
Support the identification and development of platform / initiative business requirements documentation
and oversee the management of Request for Proposal processes including the identification of the
preferred providers
Build strong relationships with shared service functions within AustralianSuper
Staff & Budget
Staff (direct reports): 0 FTE
Budget: Nil
Part B - Person Specification
Qualifications (Desired, but not mandatory, depending on Industry experience)
Tertiary qualifications in Business, Commerce, Finance, Accounting and / or related Industry discipline
Relevant Industry related Professional Membership (e.g. FINSIA)
Experience Profile:
Broad experience of direct Investment from within the Financial Services Sector (either Buy or Sell Side)
Detailed knowledge of core investment instruments and products
(Equities, Fixed Interest, Derivatives, Debt / Loans)
Demonstrated leadership role in the development & enhancement of existing & new capabilities
(Defining, designing, implementing and supporting new investment products, processes and systems)
Demonstrated ability to work in highly pressured & complex project environments
Demonstrated ability to work concurrently across multiple internal and external project stakeholders
Experience / understanding of project methodologies (and co-ordination of activities)
Experience in delivering projects in the financial services sector
Experience in developing investment operating models and defining process improvement initiatives
Experience in supervising small teams of business analysts and /or technical staff
Experience in documenting and updating business process and information flow descriptions
Experience in defining and managing business cases, project plans and
Experience in the initiation of new projects and methods used to identify & resolve issues
Ability to influence internal and external stakeholders to achieve defined and emerging project outcomes
Ability to build strong and sustainable working relationships
Ability to articulate (message) project outcomes to stakeholder audiences of various stakeholder levels
Ability to synthesize detailed information and confidently present to Executive Stakeholders
Part C – Required Competencies
Competencies Profile
(See Competency Dictionary for details)
Required Level (Developing/Effective/Strength)
Member enabled insights
Business and industry awareness
Adaptation and innovation
Effective communication
Relationship–building and partnering
Informed and decisive judgement
Results delivery
Part D – Additional Information
Additional Information
This position description is indicative of the range of job requirements and accurately reflects the
requirements of the role at the time of writing. Due to the nature of the work environment changes may
occur to this role over time. The job comprises other duties as required.