Sr. Business Analyst (Hybrid - Edgewood, NY or Boston, MA)

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

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! We are seeking a Senior Business Analyst to manage fund and ETF proxy campaigns and help clients secure shareholder votes. This role combines solicitation strategy, ownership and voting analysis, cost management, and client service. The analyst partners 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

• 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.

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.

Compensation Range: The salary range for this position is between $100,000 - $110,000.

Bonus Eligibility: Bonus Eligible

Broadridge considers various factors when evaluating a candidate’s final salary including, but not limited to, relevant experience, skills, and education.

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. The deadline to apply for this role is December 1, 2026

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].