About the role

  • Carry out analysis and prepare insights that support day-to-day funding and finance activities, with guidance from senior team members.
  • Provide application support for our trust management system, including managing change requests, testing and implementing changes, and handling day-to-day support queries.
  • Assist in maintaining our reporting catalogue, documenting specifications, and helping manage changes when reports or data needs evolve.
  • Spot opportunities to make tasks easier or more reliable and contribute ideas or simple solutions to improve how we work.
  • Build a solid view of our end-to-end treasury and finance processes, learn the key dependencies, and keep our procedures and controls up to date.
  • Help capture and organise requirements from different teams, making sure they’re documented clearly and tracked through to delivery.
  • Work with colleagues in product, engineering, and other teams to stay connected to upcoming changes, ensuring treasury and finance requirements are understood.

Requirements

  • Bachelor’s degree in finance, Accounting, Economics, Engineering, or another analytical discipline.
  • 2–3 years of experience in an analytical, operations, or finance role.
  • Internship, graduate program, or project work experience is highly valued.
  • Previous Treasury or Trust Management experience is highly regarded.
  • A curiosity about financial services, structured finance, or markets.
  • Direct experience in these areas is a bonus, not a requirement.
  • You enjoy asking questions, digging into detail, and learning how processes and systems fit together.
  • Comfortable working with numbers, spotting patterns, and applying structured problem-solving.
  • Confident in Excel; exposure to SQL or BI tools is a plus but can be learned on the job.
  • Familiarity with treasury management systems is desirable, with experience using Perpetual’s Treasury & Financial Intelligence (TFI) platform being highly valued.
  • Organised and reliable in managing your own tasks and deadlines, with clear communication and a collaborative, feedback-friendly approach.

Benefits

  • Inclusive, flexible and casual working environment
  • Hybrid working with HQ anchor days in award winning office space
  • Wellbeing program to support your physical, mental, social and financial health
  • Perks program with access to discounts to everyday expenses
  • Fantastic team culture with monthly events

Job title

Treasury Business Analyst

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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