Business Analyst - Conversions (Hybrid)

Broadridge; Toronto; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Business Analyst - Conversions, where your expertise in Asset Servicing and SaaS project delivery will empower clients across the Americas and Europe. In this hybrid role, you will collaborate closely with clients, ensuring smooth onboarding and implementation of our strategic applications. Your responsibilities include managing user testing, conducting training sessions, and defining data integrations to support client needs. This is an exciting opportunity to make a significant impact while working in a dynamic environment that values flexibility and innovation. If you are ready to elevate your career and help others succeed, this role is for you.

Qualifications

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

Responsibilities

• Manage user testing and reporting, ensuring accurate tracking of issues.
• Define data integration mapping and support conversion strategy.

Skills

Critical Thinking

Attention to Detail

Multi-tasking

Client Relationship Management

Education

University degree or college diploma in a related field

Tools

SQL

Excel

Jira

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.

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

1. 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.
2. 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.
3. 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.
4. 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.
5. 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.
6. 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.
7. Collaboration:
   • Work closely with internal teams on delivery of conversions activities and provide mentoring/guidance to junior members of the team.
8. 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.