User Testing Management & Reporting – working with clients to triage issues and to accurately track, report and expedite all phases of testing, challenging clients on change vs defect and ensuring development activity is focused on the essential issues for the priority milestones.
Training – quickly absorbing our industry leading APIs and product functionality to enable you to run client training sessions which includes the preparation of material, plans for delivery, and hands-on product demonstrations & training.
Data Integration / Configuration Definition – working with our clients to define upstream and downstream data integration mapping, and suitable product configurations to support the client’s business.
Migration/Conversion – supporting the Implementation Manager in the definition of the conversion strategy and the execution runbook. Assisting on mock conversions and final go-live, ensuring any issues from the mocks are reported and tracked to completion in good time for subsequent mock runs.
Production Compare - participating in all phases of the reconciliation work to compare legacy output to BR’s solution for the same inputs using BDC (BR Data Control). Prioritising & driving improvements to match rates via new rule definitions and daily reporting both internally and to clients.
Production Readiness – supporting the Implementation Manager by completing checklist activities and collaborating with internal and client stakeholders to ensure projects are successfully implemented on time and transition successfully into BAU.
Collaboration – working closely with internal teams on delivery of conversions activities, and providing mentoring/guidance to junior members of the team.
Travel – ability to travel to client site where required to support facilitate workshops, deliver conversion activities to support project implementations.

Requirements

3 yrs experience as a conversions/implementation consultant, working on SaaS project delivery to Wealth or Capital Markets organisations.
Asset Servicing platforms (either in-house or vendor solutions) in a Wealth Management, Investment Banking, or other financial environment.
Client facing, and able to build good working relationships with clients whilst being strong enough to defend BR’s position.
Experience of large scale projects and solid understanding of the full project lifecycle and Governance.
Excellent attention to detail to enable accurate reporting.
Ability to handle multiple work streams and assignments simultaneously.
Ability to understand and challenge the detail.
Data analysis including use of SQL & Excel.
Subject matter expertise in all areas of Asset Servicing including Dividends, Coupons, Tax and Corporate Actions (Mandatory & Elective) announcements and processing.
A thorough understanding of the Asset Servicing lifecycle and components including:
o Event capture (multi-source)
o Data quality / data cleansing
o Position and Transaction types
o Entitlement processing including trade generation and resulting ledgers
o Integration with US Market Participants (eg BoNY and DTCC)
Product knowledge covering Equities and Fixed Income
Previous experience at Broadridge or with Broadridge products such as Astrid, BPS, Impact, IPE/Gloss or ICS’ Notifications.
Reconciliations experience, ideally with BR’s Data Control.
Experience of working in an agile environment with JIRA.

Benefits

Professional development opportunities
Flexible working hours

Applicant Tracking System Keywords

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

Hard Skills & Tools

data integrationdata analysisSQLExcelreconciliationsproject lifecycledata qualitydata cleansingevent captureentitlement processing

Soft Skills

client facingrelationship buildingattention to detailmulti-taskingchallenging detailcollaborationmentoringguidance