Associate Client Analyst – Custom Policy

Broadridge

Associate Client Analyst supporting proxy voting work for internal partners and clients. Role involves reviewing SEC filings and maintaining governance-related data.

Posted 7/18/2026full-timeToronto • 🇨🇦 CanadaJuniorMid-Level💰 CA$55,000 - CA$60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in corporate governance and proxy voting analysis, with strong capabilities in data management and reporting. Proficient in Excel and familiar with data quality checks and financial markets.

Highest-signal resume keywords

Corporate GovernanceProxy VotingData AnalysisExcel ProficiencyFinancial Markets

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data OperationsDocument ReviewResearchQuality ChecksData Validation

Soft Skills

CollaborationAttention to DetailProblem Solving

Tools & Technologies

ExcelInternal SystemsDatabases

Industry Keywords

SEC FilingsProxy StatementsGovernance TrendsData SetsPublic Policy

Tech Stack

Tools & technologies

Python

About the role

Key responsibilities & impact

Review SEC filings, proxy statements, and other meeting materials to capture key facts and support governance analysis.
Maintain governance-related data and perform quality checks to ensure records are complete and accurate.
Apply documented client policy instructions to straightforward and moderately complex meeting items, escalating exceptions as needed.
Support routine research and reporting related to proxy voting activity and governance trends.
Pull data from internal systems, organize and validate information in Excel, and assist in preparing team summaries and outputs.
Collaborate with teammates to resolve data or process issues and ensure timely completion of assigned work.
Deliver accurate, consistent work while continuing to build subject matter knowledge and confidence in the role.

Requirements

What you’ll need

Bachelor’s degree in Finance, Economics, Public Policy, Data Analytics, Sustainability, or a related field preferred.
Approximately 1 year of relevant experience in corporate governance, proxy voting, research, financial markets, data operations, or a related area preferred.
Internship or early-career experience involving document review, data analysis, reporting, or operations is helpful.
Comfortable using Excel and learning internal systems, tools, and databases.
Familiarity with large data sets, data quality checks, or introductory Python is a plus, but not required.

Benefits

Comp & perks

Medical, dental, life and vision insurance.
RRSP program with company match, paid parental leave, competitive vacation days and more.
Medical insurance starts immediately upon hire.