Conversions Business Analyst (Contractor)
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.
Broadridge is seeking a proactive and results-driven contractor for Conversions Business Analyst role to support the implementation of our strategic SaaS Corporate Actions and Income Processing platform across the Americas and Europe. This contractor role requires a strong background in Asset Servicing, proven success in collaborating with clients and cross-functional teams, and the ability to drive efficient client onboarding while continuously improving processes and outcomes.
Responsibilities:
- User Testing Management & Reporting- working with clients to triage issues and to accurately track, report and expedite all phases of testing, challenging clients on change vs defect and ensuring development activity is focused on the essential issues for the priority milestones. Working with clients to have clean and accurate data on test execution progress and issue tirage & delivery.
- Training - quickly absorbing our industry leading APIs and product functionality to enable you to run client training sessions which includes the preparation of material, plans for delivery, and hands-on product demonstrations & training.
- Data Integration / Configuration Definition - working with our clients to define upstream and downstream data integration mapping, and suitable product configurations to support the client's business.
- Migration/Conversion - supporting the Implementation Manager in the definition of the conversion strategy and the execution runbook. Assisting on mock conversions and final go-live, ensuring any issues from the mocks are reported and tracked to completion in good time for subsequent mock runs.
- Production Compare - participating in all phases of the reconciliation work to compare legacy output to BR's solution for the same inputs using BDC (BR Data Control). Prioritizing & driving improvements to match rates via new rule definitions and daily reporting both internally and to clients.
- Production Readiness - supporting the Implementation Manager by completing checklist activities and collaborating with internal and client stakeholders to ensure projects are successfully implemented on time and transition successfully into BAU.
- Collaboration - working closely with internal teams on delivery of conversions activities, and providing mentoring/guidance to junior members of the team.
- Travel - ability to travel to client site where required to support facilitate workshops, deliver conversion activities to support project implementations.
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- Minimum 3 years of experience as a conversions/implementation consultant, working on SaaS project delivery to Wealth or Capital Markets organisations.
- Demonstratable critical thinking and of proactively driving successful conclusions.
- Client facing, and able to build good working relationships with clients whilst being strong enough to defend BR's position.
- Experience of large scale projects and solid understanding of the full project lifecycle and Governance.
- Excellent attention to detail to enable accurate reporting.
- Ability to handle multiple work streams and assignments simultaneously.
- Ability to understand and challenge the detail.
- Data analysis including use of SQL & Excel.
- Asset Servicing platforms (either in-house or vendor solutions) in a Wealth Management, Investment Banking, or other financial environment.
- Subject matter expertise in all areas of Asset Servicing including Dividends, Coupons, Tax and Corporate Actions (Mandatory & Elective) announcements and processing.
- A thorough understanding of the Asset Servicing lifecycle and components including:
- Event capture (multi-source)
- Data quality / data cleansing
- Position and Transaction types
- Entitlement processing including trade generation and resulting ledgers
- Integration with US Market Participants (eg BoNY and DTCC)
- Product knowledge covering Equities and Fixed Income
- Previous experience at Broadridge or with Broadridge products such as Astrid, BPS, Impact, IPE/Gloss or ICS' Notifications.
- Reconciliations experience, ideally with BR's Data Control.
- Experience of working in an agile environment with JIRA
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.
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- FSA
- FSA With Employer Contribution
- HSA
- HSA With Employer Contribution
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Fitness Subsidies
- Pet Insurance
- Mental Health Benefits
Parental Benefits
- Family Support Resources
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Adoption Leave
- Fertility Benefits
Work Flexibility
- Flexible Work Hours
- Remote Work Opportunities
- Hybrid Work Opportunities
- Work-From-Home Stipend
Office Life and Perks
- Commuter Benefits Program
- Casual Dress
- Happy Hours
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
- Volunteer Time Off
- Unlimited Paid Time Off
Financial and Retirement
- 401(K)
- 401(K) With Company Matching
- Performance Bonus
- Financial Counseling
- Relocation Assistance
Professional Development
- Tuition Reimbursement
- Promote From Within
- Mentor Program
- Access to Online Courses
- Lunch and Learns
- Leadership Training Program
- Internship Program
Diversity and Inclusion
- Diversity, Equity, and Inclusion Program
Company Videos
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