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.
The Lead Business Analyst is a senior resource within our professional services group ("PSG"). This role is responsible for diligence, requirements documentation, configuration, training, and other implementation responsibilities for the Sentry PM system. Sentry PM is a technology solution under the Broadridge Assets Management Solutions umbrella. The individual should have a background in investment management and financial institutions as well as a solid understanding of credit origination and processing particularly for private credit funds and other buy-side entities.
Responsibilities - Manage the implementation of a front to back-end credit and investment books of records system.
- Execute various implementation workstreams including order processing, trade workflows, data ingestion, integrations, and report building based on numerous underlying modules.
- Responsible for end-to-end project delivery capabilities including requirements gathering, defining scope, crafting and executing a project plan, identifying risks and dependencies, and aligning internal and client expectations throughout the life cycle of the project.
- Prepare accurate project estimates and consistently meet expectations with a specific focus on quality and delivery efficiency.
- Conduct and manage client on-site meetings, workflows, and technical trainings.
- Document client-specific customizations and assist with interaction with internal development, product and support teams.
- Lead multiple projects simultaneously while meeting expected budget and deadlines.
- Provide clients with consulting and advisory guidance based upon client specific and industry best practices.
- Effectively work with various internal teams on client projects and company initiatives.
Qualifications - Extensive experience with financial institutions especially credit focused buy-side entities.
- Minimum of 3-5 years of relevant experience.
- Software implementation experience required.
- Knowledge of SQL, Snowflake and Jira highly desired.
- Effective communication skills both verbal and written as well as direct client experience.
- Knowledge of project management methodologies and the ability to identify project risks.
- Demonstrated ability to work on multiple tasks simultaneously under pressure and competing deadlines.
- Comfortable in a dynamic and fast-growing team with the ability to be self-sufficient with strong initiative and work ethic.
- Strong analytical and problem solving/decision-making skills.
- Self-motivated, driven, and open to adapting to an ever changing and dynamic environment.
- BS/BA in Business, Finance, Data Science, Computer Science or a related field.
Compensation Range: The salary range for this position is between $105,000 - $120,000.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit for more information on our comprehensive benefit offerings.
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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 or by sending an email to
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