Business Analyst

At Broadridge, we’ve built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

This role is responsible for diligence, requirements documentation, configuration, training, and other implementation responsibilities for the Sentry PM system. Sentry PM is a technology solution under the Broadridge Assets Management Solutions umbrella. The individual should have a background in investment management and financial institutions as well as a solid understanding of credit origination and processing particularly for private credit funds and other buy-side entities.

Responsibilities

• Manage the implementation of a front to back-end credit and investment books of records system.
• Execute various implementation workstreams including order processing, trade workflows, data ingestion, integrations, and report building based on numerous underlying modules.
• Responsible for end-to-end project delivery capabilities including requirements gathering, defining scope, crafting and executing a project plan, identifying risks and dependencies, and aligning internal and client expectations throughout the life cycle of the project.
• Prepare accurate project estimates and consistently meet expectations with a specific focus on quality and delivery efficiency.
• Conduct and manage client on-site meetings, workflows, and technical trainings.
• Document client-specific customizations and assist with interaction with internal development, product and support teams.
• Lead multiple projects simultaneously while meeting expected budget and deadlines.
• Provide clients with consulting and advisory guidance based upon client specific and industry best practices.
• Effectively work with various internal teams on client projects and company initiatives.

Qualifications

• Extensive experience with financial institutions and financial technology especially credit focused buy-side entities.
• 3 - 5 years of Software implementation experience required including data migrations and integrations.
• Knowledge of SQL, Jira, data warehouses, and agentic AI highly desired.
• Effective communication skills both verbal and written as well as direct client experience.
• Knowledge of project management methodologies and the ability to identify project risks.
• Demonstrated ability to work on multiple tasks simultaneously under pressure and competing deadlines.
• Comfortable in a dynamic and fast-growing team with the ability to be self-sufficient with strong initiative and work ethic.
• Strong analytical and problem solving/decision-making skills.
• Self-motivated, driven, and open to adapting to an ever-changing and dynamic environment.

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 company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.