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Conversions BA / SME
- Broadridge Financial Solutions (Newark, NJ)
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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 seeking a tenacious & proactive Conversions BA to join our growing Newark team that works closely with clients to implement our strategic SaaS Corporate Actions & Income Processing application and its associated platform components across the Americas and in Europe. Do you have a strong Asset Servicing background and a proven record of collaborating effectively with clients & multiple teams to deliver outstanding results? Are you able to drive clients to onboard swiftly and efficiently with demonstrable experience of improving both process & results? We'd love to hear from you!
Responsibilities
User Testing Management & Reporting working with clients to triage issues and to accurately track, report and expedite all phases of testing, challenging clients on change vs defect and ensuring development activity is focused on the essential issues for the priority milestones. Working with clients to have clean and accurate data on test execution progress and issue tirage & delivery.
Training quickly absorbing our industry leading APIs and product functionality to enable you to run client training sessions which includes the preparation of material, plans for delivery, and hands-on product demonstrations & training.
Data Integration / Configuration Definition working with our clients to define upstream and downstream data integration mapping, and suitable product configurations to support the clients business.
Migration/Conversion supporting the Implementation Manager in the definition of the conversion strategy and the execution runbook. Assisting on mock conversions and final go-live, ensuring any issues from the mocks are reported and tracked to completion in good time for subsequent mock runs.
Production Compare - participating in all phases of the reconciliation work to compare legacy output to BRs solution for the same inputs using BDC (BR Data Control). Prioritizing & driving improvements to match rates via new rule definitions and daily reporting both internally and to clients.
Production Readiness supporting the Implementation Manager by completing checklist activities and collaborating with internal and client stakeholders to ensure projects are successfully implemented on time and transition successfully into BAU.
Collaboration working closely with internal teams on delivery of conversions activities and providing mentoring/guidance to junior members of the team.
Travel ability to travel to client site where required to support facilitate workshops, deliver conversion activities to support project implementations.
Qualifications
+ 5 yrs experience as a conversions/implementation consultant, working on SaaS project delivery to Wealth or Capital Markets organizations.
+ Demonstratable critical thinking and proactivity.
+ Client facing, and able to build good working relationships with clients whilst being strong enough to defend BRs position.
+ Experience of large-scale projects and solid understanding of the full project lifecycle and Governance.
+ Excellent attention to detail to enable accurate reporting.
+ Ability to handle multiple work streams and assignments simultaneously.
+ Ability to understand and challenge the detail.
+ Data analysis including use of SQL & Excel.
+ Asset Servicing platforms (either in-house or vendor solutions) in a Wealth Management, Investment Banking, or other financial environment.
+ Subject matter expertise in all areas of Asset Servicing including Dividends, Coupons, Tax and Corporate Actions (Mandatory & Elective) announcements and processing.
+ A thorough understanding of the Asset Servicing lifecycle and components including:
+ Event capture (multi-source)
+ Data quality / data cleansing
+ Position and Transaction types
+ Entitlement processing including trade generation and resulting ledgers
+ Integration with US Market Participants (eg BoNY and DTCC)
+ Product knowledge covering Equities and Fixed Income
+ Previous experience at Broadridge or with Broadridge products such as Astrid, BPS, Impact, IPE/Gloss or ICS Notifications.
+ Reconciliations experience, ideally with BRs Data Control.
+ Experience of working in an agile environment with JIRA.
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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