Senior Business Analyst: Fund & ETF Proxy Campaigns

Broadridge; Boston (MA); On-site; USD 100,000 - 110,000; Full time

Job summary

Broadridge in the United States is seeking a Senior Business Analyst to manage fund and ETF proxy campaigns and help clients secure shareholder votes. This role blends solicitation strategy, ownership and voting analysis, cost management, and client service.

The analyst collaborates with the lead Project Manager, uses campaign data to recommend actions, and participates in client discussions with data-driven insights to improve outcomes. Strong Excel and Proxy Plus experience are valued.

Qualifications

• In-depth experience in business analysis, client service delivery, campaign management, or a related area.
• Strong Excel and analytical skills, with the ability to interpret multiple data sources and translate findings into practical recommendations.
• Experience managing work against schedules, budgets, service commitments, and client expectations.
• Strong communication and relationship-building skills, including the ability to explain complex findings and build consensus with clients and internal teams.
• Ability to work independently, apply best practices, and collaborate across project and operational teams.
• Experience with fund or ETF proxy campaigns and Proxy Plus is relevant to the role.

Responsibilities

• Develop and adjust solicitation strategies using shareholder ownership data, vote status, and campaign results to identify where outreach is needed.
• Monitor campaign progress, recommend next steps, and coordinate solicitation activities with the lead PM and operational teams.
• Use Excel and the mainframe-based Proxy Plus system to analyze data, track results, and prepare campaign reporting.
• Participate in regular client calls to discuss campaign status, planned activities, risks, and recommended changes in approach.
• Monitor costs to date and manage solicitation activity against the campaign budget; identify and escalate potential cost or schedule issues.
• Help ensure client requirements are understood and contracted service levels and performance measures are monitored and met.
• Review service metrics and reporting, resolve complex issues through analysis and sound judgment, and serve as a resource to less-experienced colleagues.

Skills

Excel

Data analysis

Client service

Campaign management

Budget management

Communication

Tools

Proxy Plus

Mainframe

Job description

Broadridge in the United States is seeking a Senior Business Analyst to manage fund and ETF proxy campaigns and help clients secure shareholder votes. This role blends solicitation strategy, ownership and voting analysis, cost management, and client service.

The analyst collaborates with the lead Project Manager, uses campaign data to recommend actions, and participates in client discussions with data-driven insights to improve outcomes. Strong Excel and Proxy Plus experience are valued.