Asset Management Implementation Analyst (Hybrid- Newark, NJ, NYC or Edgewood, NY)

Broadridge is a financial services company that empowers others to accomplish more. They are seeking an Implementation Analyst responsible for managing the implementation of the SentryPM solution, conducting client training, and ensuring project delivery while aligning client expectations.

Responsibilities

• You will be responsible for managing the implementation of SentryPM (Order Management, Portfolio Management, Direct Lending, Data Warehouse and Reporting) on behalf of clients
• You will be part of a team responsible for end-to-end project delivery, 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
• Conducting and managing client on-site meetings, workflow, and technical trainings. You will document client-specific customizations and assist with training the internal Support team on client-specific workflows
• Potentially lead multiple projects simultaneously while meeting the expected budget and deadlines
• Provide clients with consulting advice based upon technological considerations and industry best practices
• Effectively and expertly working with various internal teams on client projects and company-wide initiatives

Skills

• Desire to be part of a dynamic financial services environment specializing in asset management, primarily fixed income and related products
• Software implementation experience is a plus
• Excellent interpersonal, verbal, and written communication skills
• Education or implementation experience in loan processing, portfolio management, loan agenting, or multi-asset class trading environments is a plus
• Knowledge of project management methodologies, with the ability to identify and mitigate project risks
• Experience with JIRA, Salesforce, and SQL, including writing queries to pull and analyze data, is a plus
• Experience incorporating AI-driven tools or solutions to improve onboarding processes and drive efficiency is a plus
• Demonstrated ability to manage multiple tasks simultaneously while working under pressure and meeting competing deadlines
• Comfortable operating in a dynamic, fast-growing team environment, with the ability to be self-sufficient and maintain a can-do attitude
• Strong analytical, problem-solving, and decision-making skills
• Self-motivated, driven, and adaptable to change in a dynamic environment
• BS/BA in Business, Finance, Computer Science, or a related field

Benefits

• Bonus Eligible
• All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.

Company Overview

Company H1B Sponsorship