Lead Business Analyst (Hybrid)

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

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. Broadridge is hiring a Lead Business Analyst to help financial services clients transform their businesses, operations, and technology. Bring your analytical expertise and consultative mindset to turn complex challenges into practical solutions, leading initiatives from discovery through implementation.

Responsibilities

• Partner with clients to understand business objectives, assess current-state processes, and define requirements for transformation initiatives.
• Develop client proposals and solution recommendations that align business needs with Broadridge products, outsourced services, and proprietary tools and methodologies.
• Guide projects from discovery and requirements definition through solution design, implementation, and delivery.
• Analyze business processes, evaluate potential solutions, and recommend improvements using structured problem‑solving methods and sound judgment.
• Apply financial services industry knowledge and an understanding of key business drivers to develop practical, client‑focused recommendations.
• Collaborate with client stakeholders, business teams, and technical specialists to support alignment and successful implementation.
• Provide project and technical guidance to team members, sharing expertise and supporting the development of colleagues.
• Communicate complex business and technical information clearly to a range of audiences.
• Use generative AI tools to support the development of client‑ready deliverables, proposals, and other content, validating outputs for accuracy and quality.
• Maintain high standards of quality and follow applicable policies, procedures, and project delivery guidelines.

Qualifications

• Experience working at or consulting for broker‑dealers, institutional asset managers, wealth managers, financial market utilities such as clearing corporations, or comparable financial services organizations.
• Advisory experience with an established consulting firm.
• Strong analytical and structured problem‑solving skills, with the ability to translate business needs into actionable recommendations.
• Ability to collaborate across business and technology teams and communicate complex information clearly.
• Experience prompting advanced generative AI models to produce client‑ready deliverables, proposals, and other business content.

Preferred Qualifications

• Experience developing reusable AI agent instructions, Markdown‑based workflows, or recipes to produce recurring, multistep outputs.
• Experience configuring Model Context Protocol (MCP), command‑line interfaces (CLIs), or equivalent integrations that enable AI agents to interact with tools and external systems.
• Technical data skills, such as SQL, Python, ETL/ELT frameworks, cloud data platforms such as Snowflake or Databricks, data modeling, or ontology development.
• Financial modeling skills.

This is a hybrid role and requires 2x a week in the office.

Compensation Range

The salary range for this position is between $110,000 to $120,000 USD. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, location, skills, and education.

Bonus Eligibility

Bonus Eligible #LI-PP1

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates 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 everyone’s unique perspective.

Use of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

Disability Assistance

We recognize that ensuring our long‑term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888‑237‑7769 or by sending an email to [e-mail].

Broadridge Financial Solutions

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success. We believe our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function‑specific topics through our LinkedIn Learning program.