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Senior Loan Trading and Application Support…
- Broadridge Financial Solutions (Houston, TX)
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At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate about developing your career, while helping others along the way, come join the Broadridge team.
Broadridge is growing and we are excited to be expanding! We are seeking a Senior Loan Trading and Application Support Analyst to join our Portfolio Management and Loan Management Client Service team. You will be responsible for trade and application support for clients. You will build and maintain client relationships while working diligently to increase client satisfaction while acting as a liaison with our different departments. We are seeking someone who is excited to grow and learn within our department.
We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means youll be assigned to a Broadridge officeandgiven the flexibility to work from home.
Responsibilities:
+ Provide technical trade and application support for portfolio management and loan management inquiries for clients in our cloud-based proprietary software.
+ Research front-to-back office issues and questions pertaining to trade entries, order management, research manager, private debt, accounting, financial reporting, portfolio performance, compliance, data feeds, and reconciliations with the appropriate level of urgency and communication.
+ Ensure an excellent client experience by providing proactive, timely, and effective communication regarding the impact, status, and next steps of the issues reported.
+ Act as a liaison between the client and internal departments in facilitating issue resolution and/or software delivery.
+ Prioritize multiple client inquiries with different SLAs in a fast-paced environment.
+ Troubleshoot CLO economics within our proprietary software while multitasking other client inquiries by priority level.
+ Escalate issues internally with the appropriate level of urgency to meet client deadlines.
+ Jira sprint management prioritization and internal process improvements.
Qualifications
+ 3-5 years of professional work experience with a degree in finance, accounting, analytics, technology, or related field
+ A passion for client service and technology
+ Strong analytical and problem-solving skills
+ Excellent written and verbal communication skills
+ Ability to navigate various levels in conversation with client Analysts to Senior Management on the business side and tech side
+ Proficiency in Microsoft Office Suite and the ability to work in a collaborative environment
+ Experience with Salesforce, Jira, ITSM, and Confluence is a plus
Preferred:
+ Familiar with SaaS portfolio management products and internal operations
+ Knowledge of SQL and level 3 dev support
+ Experience with a Fintech support, BPO, or similar role within Private debt
+ Perform duties as an analytical extrovert
+ Ability to connect and build relationships internally and externally quickly
#LI-MJ1
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 companyand ultimately a communitythat recognizes and celebrates everyones unique perspective.
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.
US applicants: Clickhere (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) to view the EEOC " Know Your Rights " poster.
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] .
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 (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe 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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Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive , and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.
We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.
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