Business Analyst - Conversions (Hybrid)

Broadridge; Toronto; Hybrid; CAD 90,000 - 100,000; Full time

Job summary

An innovative firm is seeking a Business Analyst specializing in Conversions to empower clients in implementing strategic SaaS solutions. This hybrid role involves collaborating with clients to enhance their onboarding experience, ensuring seamless data integration and effective training. The ideal candidate will leverage their Asset Servicing expertise to drive successful project outcomes while mentoring junior team members. Join a company committed to flexibility and inclusivity, where your contributions will directly impact the financial services landscape.

Qualifications

• 3+ years as a Conversions/Implementation consultant in SaaS.
• Strong client-facing experience in Wealth or Capital Markets.

Responsibilities

• Manage user testing and report on progress and issues.
• Define data integration mapping with clients.

Skills

Critical Thinking

Attention to Detail

Multi-tasking

Education

University Degree or College Diploma

Tools

SQL

Excel

Jira

Job description

Join to apply for the Business Analyst - Conversions (Hybrid) role at Broadridge

Join to apply for the Business Analyst - Conversions (Hybrid) role at Broadridge

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.

The Business Analyst - Conversions is responsible for working closely with clients to implement our strategic SaaS Corporate Actions & Income Processing application and its associated platform components across the Americas and in Europe. The ideal candidate will have a strong Asset Servicing background and a proven record of collaborating effectively with clients and multiple teams to deliver outstanding results. They can drive clients to onboard swiftly and efficiently with demonstrable experience of improving both process and results.

Key Job Functions/Responsibilities

• User Testing Management and Reporting:
• Work 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.
• Work with clients to have clean and accurate data on test execution progress and issue tirage and delivery.
• Training:
• Absorb our industry leading APIs and product functionality quickly to run client training sessions, which includes the preparation of material, plans for delivery, and hands-on product demonstrations and training.
• Data Integration/Configuration Definition:
• Work with our clients to define upstream and downstream data integration mapping, and suitable product configurations to support the client’s business.
• Migration/Conversion:
• Support the Implementation Manager in the definition of the conversion strategy and the execution runbook.
• Assist 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:
• Participate in all phases of the reconciliation work to compare legacy output to Broadridge’s solution for the same inputs using BDC (Broadridge Data Control).
• Prioritize and drive improvements to match rates via new rule definitions and daily reporting both internally and to clients.
• Production Readiness:
• Support 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:
• Work closely with internal teams on delivery of conversions activities and provide mentoring/guidance to junior members of the team.
• Travel:
• Have the ability to travel to client site where required to support facilitate workshops and deliver conversion activities to support project implementations.
  

Basic Skill Level Requirements

Education:

• University degree or college diploma in a related field, or equivalent work experience
  
  

Experience:

• 3+ years of experience as a Conversions/Implementation consultant, working on SaaS project delivery to Wealth or Capital Markets organizations
• Strong client-facing experience with the ability to build effective relationships with clients while advocating for Broadridge’s position
• Experience with large-scale projects and solid understanding of the full project lifecycle and Governance
• 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 and 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 Broadridge’s Data Control
  
  

Skills:

• Proven critical thinking skills and proactively driving successful conclusions
• Excellent attention to detail to enable accurate reporting
• Ability to handle multiple work streams and assignments simultaneously.
• Ability to understand and challenge the detail
  
  

Tools:

• Proficiency in data analysis using SQL and Excel
• Experience of working in an Agile environment with Jira
  
  

Recruitment Process

Throughout your application process, you may be asked to connect with 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.

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 accommodations during the recruitment process, please notify our recruitment team.

Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.

We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only 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 diversity in all its dimensions.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

• Industries

  Financial Services and IT Services and IT Consulting

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