Analyst-Jobs in United States

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.

We are seeking a talented Business Analyst (BA) to join our Securities Industry Services (SIS) unit within Broadridge. SIS offers a comprehensive suite of products and services that manage the back office and front office operations of brokerage firms, banks, and mutual fund dealers operating in the Canadian securities industry. As a Business Analyst, you will play a crucial role in the delivery life cycle, acting as the primary interface between the Client/Customer Support group and the Solution Development area.

Your main responsibility will be to ensure the delivery of solutions that meet client requirements by documenting and understanding those requirements and translating them into detailed functional specifications throughout the application software delivery phases.

Key Job Functions/Responsibilities

• Document client requests and specifications using established BA methodologies such as requirements, use cases, requirements traceability, and process flows.
• Collaborate with Brokerage clients and Product Strategists to gather requirements and ensure their effective translation into functional requirements.
• Work closely with application architects and development staff to facilitate application changes.
• Collaborate with test teams throughout the testing and quality assurance (QA) cycle.
• Provide user documentation and training on new products and functions.
• Assist in implementation strategy and execution.
• Apply project management skills to ensure timely delivery of solutions.

Basic Skill Level Requirements

Education:

• College Diploma or University Degree, preferably in Business Administration or Information Technology or equivalent work experience.

Experience:

• 5-7 plus years of business analysis experience in the wealth management or financial services industry, with a focus on application development.
• Extensive knowledge of Wealth Management Back Office and Business Management applications.
• Analytical skills and ability to effectively analyze and interpret complex data.
• In-depth understanding of front and back-office brokerage business operations.
• Ability to manage system-level requirements, perform data mapping, and review technical design documents.

Additional Requirements:

Expertise in Tax Regulations

• Demonstrated comprehensive knowledge of the Canadian Tax Code, which is crucial for ensuring compliance and accuracy in tax processing.
• Expertise and precise interpretation and application of tax laws, minimizing errors and ensuring legal compliance.

Experience with Tax Code Updates

• Has successfully navigated multiple updates and changes in the tax code over the years, ensuring systems and processes remain current and compliant.

Specialized Application Knowledge

• Possesses extensive experience with our tax related applications.
• Deep understanding of these applications allowing them to effectively troubleshoot issues and respond to the clients.

Client Trust

• Developed strong relationships with our clients, gaining their trust and confidence in his abilities.
• Maintaining client satisfaction and addressing any concerns promptly and effectively.

Client-Specific Knowledge

• Has intimate understanding of our clients' unique requirements and preferences, allowing for tailored solutions that meet their specific needs.

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.