Sr. Implementation Analyst (Hybrid) jobs in United States
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Broadridge · 3 hours ago

Sr. Implementation Analyst (Hybrid)

Broadridge is a company that empowers others to accomplish more, and they are seeking a Sr. Implementation Analyst to join their team. This role is critical in managing client implementations and onboarding processes for institutional clients onto the Broadridge Investment Accounting platform, ensuring seamless transitions and high-quality results.

BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
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H1B Sponsor Likelynote

Responsibilities

Manage all aspects of BIA client implementations, conversions, and onboarding projects, ensuring timelines, budgets, and deliverables meet or exceed expectations
Design and execute migration plans to transition client data, accounting processes, and workflows onto Broadridge’s platforms
Translate client investment accounting and reporting requirements into system specifications and mapped data structures
Oversee and validate data mapping, testing, and reconciliation between legacy systems and new BIA implementations
Ensure all programs and deliverables are fully tested, documented, and approved by clients prior to production release
Address implementation issues proactively and lead resolution efforts to maintain data integrity and client satisfaction
Build and maintain strong, trusted relationships with clients, providing guidance and subject matter expertise throughout implementation
Interface with state treasuries, institutional investors, and related stakeholders to understand accounting and reporting needs
Serve as a primary point of contact during all phases of migration; ensure alignment between client objectives and Broadridge deliverables
Identify opportunities to expand client partnerships or introduce additional Broadridge services, collaborating with account management teams as appropriate
Partner with internal teams—including development, operations, accounting services, and data management—throughout the implementation lifecycle
Develop and document data transfer processes, access controls, testing protocols, and client training materials
Provide insight and feedback to enhance BIA product functionality and implementation standards
Contribute to the ongoing refinement of best practices and knowledge-sharing across the BIA implementation team

Qualification

Investment AccountingAccounting PlatformsData MappingFixed-Income InstrumentsDatabase StructuresAnalytical SkillsProblem-Solving SkillsCommunication SkillsOrganizational Skills

Required

Bachelor's degree in Accounting, Finance, Business, or Management Information Systems
Minimum of 3–5 years of experience in accounting systems implementation within financial services or asset management
Strong understanding of investment accounting principles and fixed-income instruments
Experience working with or implementing accounting platforms such as Geneva, Fundguard, or comparable systems
Working knowledge of database structures, data mapping, and reconciliation processes
Excellent organizational, analytical, and problem-solving skills
Strong verbal and written communication skills; comfortable leading client discussions
Ability to manage several concurrent projects in a fast-paced, deadline-driven environment

Benefits

Bonus Eligible
Paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits

Company

Broadridge

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Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.

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 Company
Total Funding
$3.05B
2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M

Leadership Team

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Timothy Gokey
Chief Executive Officer
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Tyler Derr
Chief Technology Officer
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Company data provided by crunchbase