Senior Business Analyst (Hybrid)

At Broadridge weve built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career while helping others along the way come join the Broadridge team.

Role Overview

As a Senior Business Analyst at Broadridge you will serve as a trusted advisor and subject matter expert on our front-office solutions acting as the key liaison between our clients and internal teams such as Product Management Account Management and Client Support.

This is a client-facing role where you will develop deep partnerships build a strong understanding of client needs and advocate for their success within our organization.

Responsibilities

In this role you will:

• Serve as the primary technical advisor for strategic clients acting as a subject matter expert and ensuring they gain maximum value from Broadridges frontoffice solutions.
• Engage with clients in a consultative manner to gather business requirements propose tailored solutions and translate those needs into clear technical documentation.
• Perform handson system configuration customizing workflows parameters and platform features to align solutions with client requirements and accelerate adoption.
• Act as the main escalation point for complex technical challenges managing client communication coordinating resolution efforts and leading postincident reviews to implement preventative improvements.
• Oversee project timelines budgets and deliverables providing transparent milestone updates and proactively addressing risks or potential roadblocks.
• Deliver training sessions on system functionality for client users while facilitating user acceptance testing (UAT) to ensure smooth deployment and alignment with client expectations.
• Monitor overall client account health and satisfaction proactively identifying and addressing risks while sharing feedback with internal teams to influence product and service enhancements.
• Collaborate closely with Product Management Account Management Client Support and Engineering teams to ensure successful delivery and drive continuous process improvement.
• Build and maintain strong client relationships by fostering trust through proactive engagement clear communication and impactful presentations.

This is a hybrid position blending in-office collaboration at your assigned Broadridge office with the flexibility of working from home.

Your Profile

• Bachelors degree in Finance Business Information Technology or related field.
• 5-7 years of experience in software implementation project management account management or a related role preferably in the investment management or financial services industry.
• Familiarity with investment management concepts including portfolio management trading accounting and reporting.
• Experience working with traditional buy-side institutions (ie: hedge funds asset managers etc.)
• Familiarity with equity fixed income and/or derivative markets
• Strong technical skills including knowledge of database structures data integration and APIs.
• Proficiency in tools like SQL Excel and workflow visualization software (e.g. Visio).
• Excellent communication interpersonal and client-facing skills.
• Ability to manage multiple projects and deadlines in a fast

Preferred Qualifications

• Experience working with investment management software (e.g. Charles River Eze or other similar platforms).
• Project management certification (e.g. PMP ScrumMaster) is a plus
• Knowledge of financial regulations and reporting standards

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We are dedicated to fostering a collaborative engaging and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe understood and valued and we work diligently and collaboratively to ensure Broadridge is a companyand ultimately a communitythat recognizes and celebrates everyones unique perspective.

Use of AI in Hiring

As part of the recruiting process Broadridge may use technology including artificial intelligence (AI)-based tools to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers and all employment decisions include human review to ensure fairness accuracy and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify misrepresent or disguise information in an application resume assessment or interview will result in disqualification from consideration.