Senior Proxy Campaign Strategist

Broadridge

Brentwood (NY)

On-site

USD 100,000 - 110,000

Full time

27 hours ago
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Job summary

Broadridge is hiring a Senior Business Analyst to manage fund and ETF proxy campaigns and help clients secure shareholder votes. You will partner with the lead Project Manager (PM), using campaign data to recommend actions as the campaign progresses.

The PM serves as the primary voice to the client, while the analyst actively participates in client discussions and provides data-driven recommendations. Responsibilities include developing solicitation strategies, monitoring progress, and using

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.

Responsibilities

  • Develop and adjust solicitation strategies using 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 escalation 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
Communication
Client service
Campaign management
Stakeholder engagement
Analytical thinking

Tools

Proxy Plus
Mainframe

Job description

Broadridge is hiring a Senior Business Analyst to manage fund and ETF proxy campaigns and help clients secure shareholder votes. You will partner with the lead Project Manager (PM), using campaign data to recommend actions as the campaign progresses.

The PM serves as the primary voice to the client, while the analyst actively participates in client discussions and provides data-driven recommendations. Responsibilities include developing solicitation strategies, monitoring progress, and using

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