Lead Business Analyst (Hybrid)

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

Benefits offered by this job

Bonus Eligible

Job summary

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.

You will guide projects end-to-end, apply industry knowledge, and help develop proposals and solutions aligned with Broadridge products.

Qualifications

• Experience working at or consulting for broker-dealers, asset managers, or financial services utilities.
• Advisory experience with an established consulting firm.
• Strong analytical and structured problem-solving skills.
• Ability to collaborate across business and technology teams.
• Experience prompting advanced generative AI models for client deliverables.

Responsibilities

• Partner with clients to understand objectives and define requirements for transformation initiatives.
• Develop proposals and recommendations aligning needs with Broadridge products and services.
• Guide projects from discovery through design, implementation, and delivery.
• Analyze processes and recommend improvements using structured methods.
• Apply financial services knowledge to develop client-focused recommendations.
• Collaborate with stakeholders and technical teams to support alignment.
• Provide guidance to team members and support colleagues' development.
• Communicate complex information clearly to diverse audiences.
• Use AI tools to develop client-ready deliverables and proposals, validating outputs.

Skills

Analytical skills

Structured problem solving

Collaboration across teams

Prompting generative AI models

Tools

SQL

Python

ETL/ELT

Snowflake

Databricks

Data modeling

Ontology development

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

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.

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

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.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

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].