Subscription Finance Portfolio Management Analyst
U.S. Bank
Lead Business Analyst – Hybrid, NYC
Broadridge
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $105,000 - $120,000 per year
Job Level
Senior
Tech Stack
SQL
About the role
- 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.
Requirements
- 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
- Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
SQLSnowflakeproject management methodologiesdata ingestionreport buildingorder processingtrade workflowsrisk identificationrequirements gatheringproject planning
Soft skills
effective communicationanalytical skillsproblem solvingdecision makingself-motivatedinitiativework ethicability to work under pressureadaptabilityclient interaction
