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.
We are seeking an Implementation Analyst to join our team. In this role, you will be responsible for requirements gathering, implementation of the SentryPM solution, configuration of its modules, and conducting client training.
This opportunity is ideal for someone with a background and interest in investment management and/or loan processing, along with a strong understanding of back-office terminology and operational requirements, particularly for private credit funds, loans, and bank debt.
Responsibilities- Manage the implementation of SentryPM solutions, including Order Management, Portfolio Management, Direct Lending, Data Warehouse, and Reporting, on behalf of clients.
- Support end-to-end project delivery, including requirements gathering, defining scope, building and executing project plans, identifying risks and dependencies, and aligning internal and client expectations throughout the project lifecycle.
- Conduct and manage client on-site meetings, workflow sessions, and technical training.
- Document client-specific customizations and assist with training internal Support teams on client-specific workflows.
- Lead multiple projects simultaneously while meeting expected budgets and deadlines.
- Provide clients with consulting advice based on technological considerations and industry best practices.
- Collaborate effectively with various internal teams on client projects and company-wide initiatives.
- 2-3 years of software implementation experience, including data migrations and integrations.
- Knowledge of project management methodologies, with the ability to identify and mitigate project risks.
- Experience in loan processing, portfolio management, loan agenting, or multi-asset class trading environments is highly desirable.
- Experience with JIRA, Salesforce, and SQL, including writing queries to pull and analyze data, is a plus.
- Experience incorporating AI-driven tools or solutions to improve onboarding processes and drive efficiency.
- Demonstrated ability to manage multiple tasks simultaneously while working under pressure and meeting competing deadlines.
- Strong analytical, problem-solving, and decision-making skills.
- Self-motivated, adaptable, and comfortable working in a dynamic, fast-growing team environment.
- BS/BA in Business, Finance, Computer Science, or a related field.
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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.
Skills Required
- 3 - 5 years of Software implementation experience including data migrations and integrations
- Extensive experience with financial institutions and financial technology especially credit focused buy-side entities
- Knowledge of project management methodologies
- Effective communication skills both verbal and written
Broadridge Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Broadridge and has not been reviewed or approved by Broadridge.
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Healthcare Strength — Healthcare coverage is described as broad, with multiple medical plan options plus dental, vision, prescription coverage, and telehealth access. Preventive care is framed as fully covered in-network, alongside added supports like an employee assistance program and on-site wellness availability in some locations.
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Retirement Support — Retirement support is positioned as meaningfully supportive via a 401(k) match structure that increases with tenure. Added financial support such as one-on-one financial counseling is also included as part of the broader rewards approach.
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Parental & Family Support — Parental support is presented as substantial, including up to nine weeks of paid new-parent salary continuation. Additional family-oriented programs like back-up care and dependent-care options are included in the benefits mix.
Broadridge Insights
What We Do
Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.
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