Senior Financial Services Transformation Analyst

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

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.