Business Analyst

Job Summary

Position Description:

In a leading service vendor provider to the financial/brokerage industry and reporting to the Director - Product Management, the Business Analyst will act as liaison between the business units and the IT specialists. The BA role will help clients build sound business cases for technology solutions, transform concepts into detailed business requirements, ensure the functional specifications capture the essence of the solution, develop test scenarios and document business procedures. The BA will shape recommendations, problem identification, testing, data modeling and develop training requirements.

Key Job Functions/Responsibilities:

  • Interview front office and back office customer users to identify business problems and requirements of new software
  • Interview other Broadridge employees (and possibly third parties such as CDS, TSX/ Examiners, etc.) to obtain further insight into business
  • Analyze conflicting requirements from different users, prioritize them, and develop business oriented software requirements
  • Liaise with the development team on the initiatives provided to you and lead the development priorities for your defined product areas
  • Document and present the results of the above processes in a form that is meaningful to customers and the development team
  • Monitor the Systems Development process (DRF System) and resolve any oversights or ambiguities in the original specification
  • Unit test all new programs initiated by the development team
  • Review the finished product with customers and confirm that all business requirements have been met
  • Monitor production installation over time to ensure successful use of new software
  • Lead focus group and information sessions to ensure successful use of new software
  • Present your product at internal information sessions
  • Provide problem solving for client reported issues with the application

Basic Skill Level Requirements:


  • University degree in Computer Science or Business Administration
  • Training in system integration life cycle methodology
  • CFA designation or enrollment beneficial

Computer Skills/Tools:

  • Design Skills, data modeling, process modeling, knowledge of prototyping
  • Proficiency in MS Office suite of applications: Word, Excel, PowerPoint, and Visio
  • Knowledge of MS Access, SQL, and/or OpenEdge ABL (PROGRESS) would be beneficial
  • Testing; development of functional business test cases, building test plans
  • Business skills; financial/brokerage experience and specifically, the securities industry, problem identification including business impact, business processes and procedures, cost/benefit analysis

Years of Experience:

  • Approximately 5 years experience in the financial/brokerage industry, CSC or IFIC certification

Personal Skills:

  • Analytical and interpersonal skills including building consensus, negotiation and facilitation
  • Strong communication skills: client interviewing, business writing, developing and delivering presentations
  • Training skills; development and delivery of training


About Us

Broadridge, a global fintech leader with over $7 billion in market capitalization, provides communications, technology, data and analytics solutions. We help drive business transformation for our clients with solutions for enriching client-engagement, navigating risk, optimizing efficiency and generating revenue growth.

Broadridge employs approximately 10,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at to learn more.

"Our Associates Matter.

Everyone Benefits from Diversity & Inclusion.

Diverse & Inclusive Teams Drive Growth."

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