Broadridge · 11 hours ago
Lead Business Analyst ( Hybrid- NYC)
New York, NY
Full-time
Hybrid
Mid, Senior Level
$105K/yr - $120K/yr
3+ years expBroadridge is dedicated to empowering others and fostering a collaborative environment. The Lead Business Analyst will manage the implementation of the Sentry PM system, focusing on requirements documentation, configuration, and training while engaging with clients and internal teams to ensure project success.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
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
Qualification
Required
Extensive experience with financial institutions especially credit focused buy-side entities
Minimum of 3-5 years of relevant experience
Software implementation experience required
Knowledge of SQL, Snowflake and Jira 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
BS/BA in Business, Finance, Data Science, Computer Science or a related field
Benefits
Bonus Eligible
Comprehensive benefit offerings
Company
Broadridge
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.
10001+ employees
H1B Sponsorship
Broadridge has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (109)
2024 (124)
2023 (83)
2022 (141)
2021 (100)
2020 (73)
Funding
Current Stage
Public CompanyTotal Funding
$3.05B2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M
Leadership Team
Timothy Gokey
Chief Executive Officer
Tyler Derr
Chief Technology Officer
Recent News
FF News | Fintech Finance
2025-12-03
2025-11-19
Company data provided by crunchbase