CareerPlan
Sydney, New South WalesFull-time2026-10-29 → 2026-11-12
Hybrid · AustraliaCitizens or permanent residents only

Core

Lead strategic and operational initiatives for Morningstar Investment Management (MIM), bridging business and technology to improve products and operating models.

Role type

Senior Product Analyst / Product Owner

Builds

Scalable investment management capabilities and improved client experience for financial advisers and individual investors.

Domain

Wealth management / Investment management / Financial services

Deliverable

product features

Required skills

Product ownership, backlog management, Agile/Scrum delivery, stakeholder management, data analysis, process analysis, transformation leadership, regulatory compliance knowledge, cross-timezone collaboration

Preferred skills

Managed funds/OCIO experience, custodian/administrator knowledge, financial software (portfolio management), product tools (JIRA, Tableau), AI/automation exposure, BA/Agile/CFA certifications

Technologies

JIRA, Confluence, Asana, Tableau, Salesforce, API-driven platforms, cloud architectures

Responsibilities

Translate strategic priorities into technology roadmaps; define and monitor success measures; conduct product discovery and hypothesis validation; frame business problems and build implementation plans; run Agile delivery rhythms; facilitate workshops between Sydney stakeholders and offshore teams; lead adoption of AI and workflow capabilities.

Seniority

Senior, hands-on IC with strategic scope