Hybrid Senior Business Analyst – Front‑Office Solutions

Broadridge; Metro Manila; Hybrid; PHP 1,200,000 - 1,800,000; Full time

Job summary

Broadridge is seeking a Senior Business Analyst to serve as a trusted advisor between clients and internal teams. You will develop deep client partnerships, translate requirements into technical documentation, and tailor configurations of front-office solutions to meet client needs.

You will act as the primary escalation point for complex issues, manage project timelines and budgets, and deliver client training and UAT to ensure successful deployments.

Qualifications

• Bachelor’s degree in Finance, Business, Information Technology, or related field.
• 5-7 years of experience in software implementation, project management, account management, or a related role, preferably in the investment management or financial services industry.
• Familiarity with investment management concepts, including portfolio management, trading, accounting, and reporting.
• Experience working with traditional buy-side institutions (ie: hedge funds, asset managers, etc.)
• Familiarity with equity, fixed income, and/or derivative markets
• Strong technical skills, including knowledge of database structures, data integration, and APIs.
• Proficiency in tools like SQL, Excel, and workflow visualization software (e.g., Visio).
• Excellent communication, interpersonal, and client-facing skills.
• Ability to manage multiple projects and deadlines in a fast-paced environment.

Responsibilities

• Serve as the primary technical advisor for strategic clients, acting as a subject matter expert and ensuring they gain maximum value from Broadridge’s front-office solutions.
• Engage with clients in a consultative manner to gather business requirements, propose tailored solutions, and translate those needs into clear technical documentation.
• Perform hands-on system configuration, customizing workflows, parameters, and platform features to align solutions with client requirements and accelerate adoption.
• Act as the main escalation point for complex technical challenges, managing client communication, coordinating resolution efforts, and leading post-incident reviews to implement preventative improvements.
• Oversee project timelines, budgets, and deliverables, providing transparent milestone updates and proactively addressing risks or potential roadblocks.
• Deliver training sessions on system functionality for client users, while facilitating user acceptance testing (UAT) to ensure smooth deployment and alignment with client expectations.
• Monitor overall client account health and satisfaction, proactively identifying and addressing risks while sharing feedback with internal teams to influence product and service enhancements.
• Collaborate closely with Product Management, Account Management, Client Support, and Engineering teams to ensure successful delivery and drive continuous process improvement.
• Build and maintain strong client relationships by fostering trust through proactive engagement, clear communication, and impactful presentations.

Skills

SQL

Excel

Data integration

APIs

Visio

Education

Bachelor’s degree in Finance, Business, Information Technology, or related field

Tools

Charles River

Eze

Job description

Broadridge is seeking a Senior Business Analyst to serve as a trusted advisor between clients and internal teams. You will develop deep client partnerships, translate requirements into technical documentation, and tailor configurations of front-office solutions to meet client needs.

You will act as the primary escalation point for complex issues, manage project timelines and budgets, and deliver client training and UAT to ensure successful deployments.