Conversions Business Analyst – SME, Corporate Actions

This is a fully remote position, open to applicants in United States, +2 more states.

📋 Description

• Oversee user testing and reporting, which includes issue triage, tracking progress, prioritizing milestones, and preparing client reports.

• Organize and conduct client training sessions, product demonstrations, and create training materials.

• Establish upstream and downstream data integration mappings along with product configurations.

• Assist in defining conversion strategies, executing mock conversions, managing final go-live processes, and tracking issues.

• Engage in production comparisons and reconciliations utilizing BR Data Control.

• Enhance match-rate results through the formulation of new rule definitions and daily reporting.

• Complete activities outlined in the production-readiness checklist and assist in the transition to standard business operations.

• Work collaboratively with both internal and client stakeholders to ensure timely delivery of implementations.

• Collaborate with internal teams while mentoring or guiding junior team members.

• Travel to client locations as necessary for workshops and implementation tasks.

⛳️ Requirements

• Minimum of 5 years of experience in Corporate Actions, Dividends & Coupons within a financial institution or FinTech.

• At least 3 years of experience as a conversions/implementation consultant delivering SaaS projects to Wealth or Capital Markets firms.

• Proven critical thinking abilities and proactive problem-solving skills.

• Experience in client-facing roles with the capability to build robust client relationships while advocating for Broadridge’s interests.

• Familiarity with large-scale projects, encompassing an understanding of the full project lifecycle and governance.

• Exceptional attention to detail for precise reporting.

• Capacity to manage multiple workstreams and assignments concurrently.

• Ability to comprehend and critically assess intricate information.

• Proficient data analysis skills, including expertise in SQL and Excel.

• Experience with Asset Servicing platforms in wealth management, investment banking, or other financial settings.

• Specialized knowledge in Asset Servicing, covering Dividends, Coupons, Tax, and Mandatory & Elective Corporate Actions.

• Understanding of the Asset Servicing lifecycle, including event capture, data quality, position and transaction types, entitlement processing, trade generation, ledgers, and integration with US market participants.

• Knowledge of products related to Equities and Fixed Income.

• Previous experience with Broadridge or its products is preferred.

• Experience in reconciliations, ideally with BR Data Control.

• Familiarity with working in an agile environment using JIRA.

🏝️ Benefits

• Opportunities for professional development.

• Access to educational resources, including formal courses, training programs, and events.

• More than 8,500 online courses available through LinkedIn Learning.

• A collaborative, inclusive, and healthy workplace culture.

• A flexible and accountable hybrid working model.

• Equal employment opportunities for all.

• Reasonable accommodations provided during the application and/or hiring process.