Automic Group is Australia’s market leader in technology-driven investor administration. Combining proprietary cloud-native technology with expert service, Automic simplifies investor administration and governance for companies and funds. We provide the market's leading registry, employee share plans, IR analytics, and fund administration services for over 1,400 ASX-listed and unlisted organisations.
Automic’s culture is collaborative, inclusive, and purpose driven. It is grounded in our mission to connect companies and funds to their investors through technology, service, and trust, and guided by our values of One Automic, Go Beyond, Empowered, and Accountable.
As we continue to grow, we're looking for a Business Analyst to join our Employee Share Plans (ESP) Transitions team. This is an exciting opportunity to play a key role in onboarding new clients, ensuring employee share plans are accurately configured, tested and ready for a seamless transition to Automic.
Job Description
About the Role
Reporting to the Project Director – Customer Solutions, you'll work closely with Project Managers, Data Analysts and operational teams to deliver successful Employee Share Plan implementations.
While your title will be Business Analyst, this role has a strong operational focus. You'll be responsible for translating complex employee share plan documentation into accurately configured solutions, managing data migrations, supporting testing activities, and ensuring every client is ready for a successful go-live.
This is an excellent opportunity for someone with experience in employee share plans, share registry or equity administration who enjoys combining analytical thinking with hands-on delivery.
Role Responsibilities:
Plan Analysis & Requirements
Review employee share plan documentation, trust deeds, grant agreements and plan rules
Analyse plan structures including options, rights, RSUs, deferred shares and ESS arrangements
Identify complex plan requirements and potential implementation risks
Support discovery workshops and document business requirements for new client implementations
Data Migration & Configuration
Prepare, validate and reconcile participant data from incumbent providers
Configure employee share plans, grant types, vesting schedules and corporate actions within Automic's platform
Perform detailed reconciliations to ensure complete data accuracy prior to go-live
Maintain migration logs and manage implementation issues through to resolution
Testing & Validation
Develop and execute testing scenarios across all plan events
Coordinate User Acceptance Testing (UAT) with clients
Validate participant communications, tax reporting and payroll interfaces
Ensure all critical defects are resolved prior to implementation
Stakeholder Management
Partner with client HR and Payroll teams throughout onboarding
Liaise with incumbent providers, trustees and brokers during transitions
Support participant communication planning and implementation activities
Build trusted relationships with both internal and external stakeholders
Go-Live & Continuous Improvement
Execute implementation and cutover activities
Provide post go-live support and resolve early operational issues
Prepare comprehensive handover documentation for ongoing operations
Identify opportunities to improve onboarding processes, templates and automation
Desired Skills and Experience
Skills and Experience
To be successful in this role, you'll bring:
Experience within Employee Share Plans (ESP), share registry, equity administration or related financial services
Strong understanding of employee share plan structures, vesting schedules and equity administration
Experience managing data migrations, reconciliations or system implementations
Advanced Excel skills and confidence working with large datasets
Excellent analytical and problem-solving abilities
Strong attention to detail with a commitment to accuracy
Experience coordinating testing activities, including UAT
Excellent written and verbal communication skills
Strong organisational skills with the ability to manage multiple priorities and project deadlines
Highly Regarded
Experience within registry, fund administration or custody services
Exposure to payroll integrations or Single Touch Payroll (STP)
Experience supporting transition or implementation projects
Relevant tertiary qualifications in Business, Commerce, Finance or a related discipline
About You
You're an analytical and detail-oriented professional who enjoys solving complex problems and delivering high-quality outcomes. You thrive in project environments, enjoy working collaboratively with clients and internal teams, and take pride in ensuring every implementation is delivered accurately and on time.
To succeed in this role, you'll demonstrate:
Strong analytical thinking and business analysis skills
Exceptional attention to detail and data accuracy
A proactive and solutions-focused approach
Excellent stakeholder management and communication skills
The ability to manage competing priorities in a fast-paced environment
A collaborative mindset with a strong customer focus
Ownership, accountability and a commitment to continuous improvement
Why Join Automic?
You'll be part of a team where operational excellence, collaboration and continuous improvement are genuinely valued. This is an opportunity to deepen your expertise, contribute to meaningful outcomes and grow your career within a high-performing, purpose-led fintech environment.
Key Benefits
Hybrid working
High-growth, scale-up organisation
Professional career growth and development
Supportive and fast-paced environment
Apply now and join a business that's redefining investor administration through technology, service and innovation.
Please note, applications will be reviewed as they are received, and interviews may commence prior to the closing date.
