Associate Client Analyst - Custom Policy (Hybrid)

Broadridge Financial Solutions; Toronto; Hybrid; CAD 55,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

RRSP with company match

Paid parental leave

Competitive vacation days

Job summary

Broadridge Financial Solutions in Canada is launching an early-career role within the Governance research team to support proxy voting work for internal partners and clients.

You will gain hands-on foundational experience, learn about shareholder meetings, voting policies, and governance data, and receive mentorship and day-to-day guidance while performing defined tasks with increasing independence.

Qualifications

• Bachelor’s degree preferred in Finance, Economics, Public Policy, Data Analytics, Sustainability.
• Equivalent education and relevant work experience will be considered.
• 1 year of governance, proxy voting, research, data operations, or related experience preferred.
• Internship or early-career experience in document review, data analysis, or reporting helpful.
• Interest in financial markets and governance mechanics of proxy voting.

Responsibilities

• Review SEC filings, proxy statements, and materials to capture key facts for governance analysis.
• Maintain governance data and perform quality checks for accuracy.
• Apply client policy instructions to meeting items and escalate exceptions as needed.
• Support research and reporting on proxy voting activity and governance trends.
• Pull data from internal systems and organize in Excel for team summaries.
• Collaborate with teammates to resolve data or process issues and meet deadlines.
• Deliver accurate work while building subject matter knowledge.
• Additional duties as assigned.

Skills

Attention to detail

Analytical thinking

Team collaboration

Communication

Data literacy

Education

Bachelor’s degree in Finance, Economics, Public Policy, Data Analytics, Sustainability

Tools

Excel

Python

Job description

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. Join Broadridge’s Governance research team in an early-career role supporting proxy voting work for internal partners and clients. This role offers hands‑on foundational experience while deepening your understanding of shareholder meetings, voting policies, and governance data. You will work on defined assignments with increasing independence, following established procedures and guidance, as well as developing practical knowledge of proxy voting through training, mentorship, and day‑to‑day execution.

Key Job Functions/Responsibilities

• Review SEC filings, proxy statements, and other meeting materials to capture key facts and support governance analysis
• Maintain governance-related data and perform quality checks to ensure records are complete and accurate
• Apply documented client policy instructions to straightforward and moderately complex meeting items, escalating exceptions as needed
• Support routine research and reporting related to proxy voting activity and governance trends
• Pull data from internal systems, organize and validate information in Excel, and assist in preparing team summaries and outputs
• Collaborate with teammates to resolve data or process issues and ensure timely completion of assigned work
• Deliver accurate, consistent work while continuing to build subject matter knowledge and confidence in the role
• Other duties as assigned

Basic Skill Level Requirements

• Education: Bachelor’s degree in Finance, Economics, Public Policy, Data Analytics, Sustainability, or a related field preferred
• Equivalent combination of education and relevant work experience will also be considered
• Experience: Approximately 1 year of relevant experience in corporate governance, proxy voting, research, financial markets, data operations, or a related area preferred
• Internship or early-career experience involving document review, data analysis, reporting, or operations is helpful
• Interested in financial markets, corporate governance, and the mechanics of proxy voting

Skills

• Be able to follow process, produce reliable work, and continue developing skills under the guidance of senior analysts and managers
• Be able to manage recurring tasks, prioritize deadlines, and maintain quality during high-volume periods
• Be comfortable reviewing detailed documents and working through structured assignments with care and accuracy
• Be organized, detail-oriented, and responsive to feedback and coaching
• Exercise sound judgment in routine situations and know when to raise questions or elevate issues
• Communicate clearly and work effectively in a collaborative team environment

Tools

• Comfortable using Excel and learning internal systems, tools, and databases
• Familiarity with large data sets, data quality checks, or introductory Python is a plus, but not required

Recruitment Process

Throughout your application process, you may be asked to contact us virtually or in-person. Our recruiters will explain how hybrid interviews will be held throughout the recruitment process, and they will be able to answer any questions you might have.

Compensation

Salary Range: $55,000 – $60,000 CAD. Compensation may vary depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and this role may be eligible for additional discretionary bonuses/incentives, and restricted stock units.

Bonus Eligible Position Benefits

• Medical, dental, life and vision insurance.
• RRSP program with company match, paid parental leave, competitive vacation days and more.
• Medical insurance starts immediately upon hire.

Vacancy Disclosure

This posting is for an existing and currently open position within Broadridge.

Background Check Process

Broadridge requires employees to complete a background check that is completed by one of our service providers. We use this service to complete the following checks: Employment verification Education verification Credit inquiry Canadian criminal record check

Workplace Flexibility

We are committed to supporting flexible work arrangements, investing in technology or other resources to enable you to work from home effectively, wherever possible. At this time this is a hybrid role, and therefore you should have a basic home office set up, high-speed internet, and the ability to work without distractions during core business hours.

Accessibility & Accommodation

Broadridge is an equal opportunity employer and is committed to a diverse and inclusive workplace ensuring that equal employment opportunities are provided to all individuals, regardless of race, colour, gender identity, sexual orientation, marital status, creed, age, disability, religious affiliation, or national origin or citizenship. If you require any accommodation during the recruitment process, please notify our recruitment team.

#LI-Hybrid #LI-TN1

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.

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.

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients — driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

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Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success. We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.