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

Posted 15 Days Ago
2 Locations
Hybrid
100K-110K Annually
Senior level
Fintech • Financial Services
The Role
Manages fund and ETF proxy campaigns by analyzing shareholder ownership, voting data, campaign results, costs, and service metrics. Develops solicitation strategies, recommends outreach actions, coordinates operational activities, monitors budgets and schedules, and participates in client discussions. The role ensures client requirements and service commitments are met, resolves complex issues, prepares reporting, and supports less-experienced colleagues while partnering closely with project management and operational teams.
Summary Generated by Built In

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.  Apply by clicking the application link and submitting your information. The deadline to apply for this role is December 1, 2026


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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 888-237-7769 or by sending an email to [email protected].

Skills Required

  • In-depth experience in business analysis, client service delivery, campaign management, or a related area
  • Strong Microsoft Excel and analytical skills
  • 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
  • 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

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.

  • 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.
  • 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.
  • 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.

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The Company
HQ: Lake Success, NY
14,000 Employees
Year Founded: 2007

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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