Hybrid Lead Business Analyst: AI-Driven Transformation

Broadridge Financial Solutions; New York (NY); Hybrid; USD 110,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Bonus Eligible

Job summary

Broadridge Financial Solutions is seeking a Lead Business Analyst in a hybrid New York role. You will partner with financial services clients to transform operations and technology, guiding initiatives from discovery to implementation.

Your advisory experience, analytical skills, and ability to translate business needs into actionable plans will drive client success and project outcomes. You will use advanced AI tools to develop client-ready content while ensuring accuracy and quality, and

Qualifications

• Experience working at or consulting for broker-dealers, asset managers, wealth managers, or financial utilities.
• Advisory experience with an established consulting firm is preferred.
• Strong analytical and structured problem-solving abilities with clear communication.
• Ability to collaborate across business and technology teams and explain complex concepts.
• Experience prompting AI models to produce client-ready deliverables and proposals.

Responsibilities

• Partner with clients to understand objectives, assess current processes, and define requirements.
• Develop proposals and solutions aligning client needs with Broadridge products and services.
• Lead projects from discovery through design, implementation and delivery.
• Analyze processes, evaluate solutions, and recommend improvements with structured methods.
• Apply industry knowledge to develop practical, client-focused recommendations.
• Collaborate with stakeholders and technical specialists to ensure alignment and delivery.

Skills

Financial services experience

Advisory experience

Analytical thinking

Cross-functional collaboration

Generative AI prompts

Tools

SQL

Python

ETL/ELT

Snowflake/Databricks

Data modeling

Job description

Broadridge Financial Solutions is seeking a Lead Business Analyst in a hybrid New York role. You will partner with financial services clients to transform operations and technology, guiding initiatives from discovery to implementation.

Your advisory experience, analytical skills, and ability to translate business needs into actionable plans will drive client success and project outcomes. You will use advanced AI tools to develop client-ready content while ensuring accuracy and quality, and