Broadridge

Senior Implementation Analyst

Broadridge

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New Jersey • New York • United States

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Salary

💰 $130,000 - $135,000 per year

Job Level

Senior

About the role

  • 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.

Requirements

  • 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 as applicable.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
accounting systems implementationdata mappingdata reconciliationmigration plansinvestment accounting principlesfixed-income instrumentsdatabase structurestesting protocolsclient training materials
Soft skills
organizational skillsanalytical skillsproblem-solving skillsverbal communicationwritten communicationclient relationship managementproject management
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceBachelor’s degree in BusinessBachelor’s degree in Management Information Systems