We are looking to hire a Senior Business Analyst at Broadridge. This role is responsible for diligence, requirements documentation, configuration, training, and other implementation responsibilities for the Sentry PM system.
Sentry PM is a technology solution under the Broadridge Assets Management Solutions umbrella. The individual should have a background in investment management and financial institutions as well as a solid understanding of credit origination and processing particularly for private credit funds and other buy‑side entities.
Responsibilities
- Manage the implementation of a front‑to‑back‑end credit and investment books of records system.
- Execute various implementation workstreams including order processing, trade workflows, data ingestion, integrations, and report building based on numerous underlying modules.
- Responsible for end‑to‑end project delivery capabilities including requirements gathering, defining scope, crafting and executing a project plan, identifying risks and dependencies, and aligning internal and client expectations throughout the life cycle of the project.
- Prepare accurate project estimates and consistently meet expectations with a specific focus on quality and delivery efficiency.
- Conduct and manage client on‑site meetings, workflows, and technical trainings.
- Document client‑specific customizations and assist with interaction with internal development, product and support teams.
- Lead multiple projects simultaneously while meeting expected budget and deadlines.
- Provide clients with consulting and advisory guidance based upon client specific and industry best practices.
- Effectively work with various internal teams on client projects and company initiatives.
Qualifications
- Extensive experience with financial institutions and financial technology especially credit focused buy‑side entities.
- 8 years of Software implementation experience required including data migrations and integrations.
- Knowledge of SQL, Jira, data warehouses, and agentic AI highly desired.
- Effective communication skills both verbal and written as well as direct client experience.
- Knowledge of project management methodologies and the ability to identify project risks.
- Demonstrated ability to work on multiple tasks simultaneously under pressure and competing deadlines.
- Comfortable in a dynamic and fast‑growing team with the ability to be self‑sufficient with strong initiative and work ethic.
- Strong analytical and problem solving/decision‑making skills.
- Self‑motivated, driven, and open to adapting to an ever changing and dynamic environment.
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